Aristotle International Equity Fund Class I-2 (AIFFX)

Overview

Aristotle Capital Management is an investment firm that specializes in managing funds with a focus on investing in global equities. The firm has crafted a specific investment strategy that targets companies operating substantially outside of the United States. To qualify for investment, these companies must either be organized, headquartered, or conduct a significant portion of their operations outside the U.S. This strategic focus is embodied in one of the firm's key funds, which commits at least 80% of its net assets to such international investments. The criteria used by Aristotle Capital Management to determine if a company is substantially international involve assessing whether at least 50% of the company’s assets are located outside the U.S. or if at least 50% of its revenue is derived from international operations.

Products and Services

Aristotle Capital Management offers various products and services geared towards investors seeking exposure to international markets. The primary offerings include:

• Publicly Traded Equity Securities: This product focuses on equity investments in companies that are listed on public stock exchanges outside of the United States. The aim is to provide investors with growth opportunities by investing in foreign markets that may have different growth drivers than those present within the U.S. economy.
• Depository Receipts: As an alternative to direct equity investments in foreign companies, Aristotle Capital Management also invests in depository receipts. These are financial instruments issued by banks that represent shares in foreign companies but are traded on U.S. stock exchanges. This method allows U.S. investors easier access to foreign stocks, combining the potential for international diversification with the convenience of trading on domestic platforms.