Aristotle Small Cap Equity Fund Class I-2 (AIBBX)

Overview

This fund is primarily focused on investing in the equity securities of small capitalization companies. It commits at least 80% of its net assets to investments within this category, adhering strictly to its investment strategy despite market fluctuations. The definition of small capitalization companies, according to the fund’s adviser, aligns with those companies whose market capitalization at the time of initial purchase falls within the range of the Russell 2000® Index. This index is well-regarded for its comprehensive tracking of the stock performance of 2,000 of the smallest U.S. companies included in the Russell 3000® Index, providing a clear benchmark for the fund’s target investments.

Products and Services

• Equity Securities of Small Capitalization Companies – The primary focus of the fund is to invest in the equity securities of small cap companies. These are businesses that, at the time of the fund's initial purchase of their shares, have a market capitalization within the range of the Russell 2000® Index. This focus allows the fund to target investments in companies that are considered to have potential for growth and expansion, leveraging the dynamic nature of small cap markets to seek returns for the fund’s investors.