Aristotle Capital Management Llc is an investment advisor that manages 9.2 BN dollars in regulatory AUM and has 59 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 53BN in positions, representing 576% of the manager's regulatory AUM.


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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
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
DHR 4.13% Industrials -0.02% -0.26% 2 22%
MSFT 4.04% Tech 19.44% 0.29% 0 45%
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ARISTOTLE CAPITAL Founders and Key Employees

Name Title In Position Since
Victor Hawley Owner, Senior Global Research Analyst December-2000
James R. Henderson Owner, Portfolio Manager January-2003
Richard H. Schweitzer Chief Financial Officer/Chief Risk Officer July-2011
Howard R. Gleicher Ceo/Managing Member/Chief Investment Officer July-2011
Steven M. Borowski Owner, President July-2011
Nancy J. Scarlett Owner, Managing Director, Director Of Operations July-2011
Richard S. Hollander Chairman Of The Board September-2012
Michelle M. Gosom Chief Compliance Officer March-2013
Gary W. Lisenbee Co-Ceo/Co-Cio June-2013

ARISTOTLE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

ARISTOTLE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

8. A. Methods of Analysis and Investment Strategies
Aristotle Capital offers Value Equity, International, and Global Equity investment strategies, as well as a Global Opportunities investment strategy. Aristotle Capital employs a fundamental value-oriented approach. Aristotle Capital investment professionals have access to internal research capabilities as well as comprehensive information from multiple
data sources. Aristotle Capital uses financial industry news sources, industry and corporate research, corporate rating services, as well as company data in the form of annual reports, filings with the SEC and company press releases. Other information sources include Bloomberg, FactSet, and/or various other services. The investment process frequently
includes company visits in order to research the facilities and speak directly with senior management. External research sources, including stock bro...
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ARISTOTLE CAPITAL Portfolio Concentration


SUITE 1700
LOS ANGELES, California
UNITED STATES, 90025-0449

ARISTOTLE CAPITAL Contact Information

Phone Number: 310-478-4005
Fax Number: 310-478-8496



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