ARISTOTLE CAPITAL Overview

Aristotle Capital Boston Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 561MM in positions, representing 36% of the manager's regulatory AUM.

ARISTOTLE CAPITAL StockAlpha

+3.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ARISTOTLE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EEFT 2.13% Tech -9.76% -0.23% 0 8%
ASGN 2.09% Industrials 22.1% 0.24% 0 4%
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FEATURED IN
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ARISTOTLE CAPITAL Founders and Key Employees

Name Title In Position Since
Michelle M. Gosom Chief Compliance Officer September-2014
Richard H. Schweitzer Senior Partner January-2015
Gary W. Lisenbee Senior Partner January-2015
David M. Adams Managing Director, Portfolio Manager January-2015
John Mcpherson Managing Director, Portfolio Manager January-2015

ARISTOTLE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ARISTOTLE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

8. A. Methods of Analysis and Investment Strategies

Aristotle Boston offers Small Cap Equity and Small/Mid Cap Equity investment strategies. Aristotle Boston’s investment programs are listed below along with a brief description of each investment objective’s general investment strategies typically used in managing the assets including the methods of analysis, and the material risks associated with investing in the objective.

The goal of these strategies is to maximize long-term returns with great importance attached to capital appreciation and relatively little emphasis on current income. There is no guarantee that a particular strategy will meet its investment goals. Additionally, the investment strategies and techniques Aristotle Boston uses within a given strategy will vary over time depending on various factors. Aristotle Boston may give advice and take action for clients which differs from a...
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ARISTOTLE CAPITAL Portfolio Concentration

ARISTOTLE CAPITAL Location

125 SUMMER STREET
SUITE 1220
BOSTON, Massachusetts
UNITED STATES, 02110

ARISTOTLE CAPITAL Contact Information

Phone Number: 617-274-3700
Fax Number: 310-478-8496
Website:

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