Aristotle Small/Mid Cap Equity Fund Class I-2 (AIHHX)

Overview

The organization described is a mutual fund that specializes in the investment of small-capitalization and mid-capitalization companies, often referred to as "small-cap" and "mid-cap" companies, respectively. These companies are defined by their market capitalization, with this fund targeting those at or below the upper limit of the Russell 2500 ® Index at the time of purchase. This index is known for tracking the performance of the smaller companies in the United States equity market, indicating that the fund focuses on a segment of the market thought to offer significant growth potential. The strategy to invest at least 80% of its assets in such equities underscores a strong specialization in this area of the market.

Products and Services

The primary product offered by this fund is an investment vehicle focusing on small to medium-sized companies that are perceived to have growth potential. This product is structured as follows:

• Equity Securities Investment: The fund invests mainly in the equity securities of companies with small to medium capitalizations. This focused investment strategy is designed for investors seeking to capitalize on the growth potential of smaller companies, which are often more agile and can offer higher growth rates compared to their larger counterparts.
• Russell 2500 ® Index Reference: Investments are guided by the market capitalization parameters of the Russell 2500 ® Index, utilizing it as a benchmark to identify target companies for investment. This method ensures a disciplined approach to selecting companies that fall within the desired market cap range, offering a systematic strategy to potential investors.