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 09/30/20. The fund's latest filing disclosed 3BN in positions, representing 219% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 3BN in positions, representing 219% of the manager's regulatory AUM.
ARISTOTLE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ARISTOTLE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CRL | 2.66% | Health | 20.87% | 0.2% | 1 | 10% | ||
| CHE | 2.07% | Health | 10.25% | -0.02% | 1 | 8% | ||
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FEATURED IN
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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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
SUITE 1220
BOSTON, Massachusetts
UNITED STATES, 02110
ARISTOTLE CAPITAL Contact Information
Phone Number: 617-274-3700
Fax Number: 310-478-8496
Website: http://www.aristotlecap.com/boston
Fax Number: 310-478-8496
Website: http://www.aristotlecap.com/boston
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