Aristotle Capital

투자 논지

Aristotle Capital Management, LLC is an independent, active equity adviser formed in 2010. Its published process is bottom-up and fundamental, seeking high-quality businesses at attractive valuations where company-specific catalysts may support long-term progress.

Aristotle Capital describes an investment framework built around business quality, valuation, and a compelling catalyst. Its stated focus includes sustainable competitive advantages, capable management, and understanding a company's long-term risks and value drivers. The firm offers U.S., international, and global equity strategies; these shared principles do not establish one uniform portfolio or explain any particular reported holding.

투자 스타일

Aristotle Capital Management, LLC is one adviser within a broader group of independently registered Aristotle affiliates. Its own strategies differ by geography and mandate. Public strategy materials describe high active share and low turnover in several focused strategies, but those characteristics should not be generalized to every affiliate, client account, or vehicle.

리서치 DNA

Bottom-up fundamental company research evaluating business quality, competitive position, management, valuation, and company-specific catalysts.

초점

• High-quality or improving businesses with sustainable competitive advantages
• Attractive valuation assessed against estimated business value
• Company-specific actions or events that may support progress over a three-to-five-year period
• Management quality, capital stewardship, and long-term value creation
• Business risks, opportunities, value drivers, and catalysts across market cycles
• Material environmental, social, and governance factors as part of business sustainability analysis

행동

• Study company filings, financial information, industry conditions, and business fundamentals
• Assess quality, valuation, and potential catalysts together
• Meet companies and speak with senior management where relevant to research
• Consider sustainability and ESG issues when material to long-term business risks and returns
• Apply a distinct investment mandate and team process within the relevant adviser

The three-part quality, valuation, and catalyst framework links business durability with a price discipline and a reason for potential change. It is a stated research philosophy and cannot by itself identify why a particular security appears in a 13F filing.

Seek strong or improving businesses at an attractive price, with identifiable company-specific developments that may create long-term value.

포트폴리오 DNA

• Bottom-up security selection within U.S., international, or global equity mandates
• Focused portfolios in several published strategies, with high active share and low turnover described for those strategies
• Initial position sizes and diversification rules set by each strategy
• Long-term ownership when the investment case and valuation remain consistent with the mandate
• Portfolio construction that considers risk of permanent capital loss

The stewardship policy describes risk mitigation through business understanding, valuation discipline, diversification, sell discipline, and investment-risk review. This is a stated process, not a guarantee against losses.

매도 조건

• Business quality or competitive advantages deteriorate materially
• Valuation no longer offers an attractive prospective return
• The anticipated company-specific catalyst fails or the thesis changes
• Management, governance, or other risks threaten the long-term investment case
• A position no longer fits the strategy's portfolio or risk guidelines

A Form 13F is a delayed snapshot of certain reportable U.S. securities. It does not show all assets, short positions, current trades, account identity, holding period, or the rationale for an individual position.

거버넌스

Aristotle's published research framework considers experienced, forward-thinking management and responsible stewardship of capital as elements of business quality. This describes a research criterion, not a conclusion about each issuer in a filing.

The firm publishes stewardship, proxy-voting, sustainability, and engagement policies. Proxy voting is treated as part of investment management where voting authority is delegated; client arrangements and applicable mandates determine the scope.

관여 방식 · Long-term, research-led dialogue and mandate-dependent proxy voting

• Engage company representatives on strategy, long-term goals, risks, and financial performance
• Discuss sustainability policies and material ESG controversies where relevant
• Analyze proxy proposals and document voting rationales under applicable policies
• Apply voting authority according to client arrangements and fund or account mandates

Aristotle's stewardship policy describes proxy voting as part of portfolio management and says proposals are analyzed by the investment team. Its sustainability materials also describe direct engagement on long-term goals, risks, performance, and relevant ESG issues.

연혁

설립 2010 · The profile relies on Aristotle's current description of its adviser and affiliate structure; ownership and affiliations can change and should be verified from current firm disclosures.

1. 2010 · Aristotle Capital Management, LLC was formed, building on an investment process its principals had used together since the 1990s.

   Established the adviser that manages U.S., international, and global equity strategies.

2. 2014 · Aristotle Capital Boston, LLC was formed as a separate adviser for small-cap and small/mid-cap equity strategies.

   Expanded the group through an independent affiliate with distinct teams and mandates.

3. 2016 · Aristotle Atlantic Partners, LLC was formed to manage large-cap growth and core equity strategies.

   Further broadened the group while preserving separate adviser and strategy distinctions.

4. 2026 · SEC records show Aristotle Capital Management, LLC's Form 13F-HR for the quarter ended June 30, 2026.

   Provides a dated view of reportable securities for this filer, not a complete or current portfolio.

반복 패턴

홀더 해석

• Confirm the exact filer and reporting period in SEC EDGAR
• Compare multiple reporting periods while accounting for filing delay and coverage limits
• Find fund-, strategy-, or account-level information before connecting a holding to a specific investment thesis

Aristotle Capital Management, LLC's SEC filing for the quarter ended June 30, 2026 is a delayed snapshot limited to reportable securities. It cannot establish later trades, short positions, all assets, client identity, holding period, or investment intent.

13F 보유 종목

Aristotle Capital Management, LLC · 보고 기준 Mar 31, 2026 · active 종목 · 평가액 상위 40개 (전체 61개)