Aristotle/Saul Global Equity Fund Class I-2 (AIOOX)

Overview

The Global Equity Fund is an investment vehicle that diversifies its holdings by investing primarily in a broad array of equity securities. These securities include stocks that are publicly traded either in the United States or internationally, spanning developed and emerging markets. Structured to appeal to investors seeking exposure across various geographies, the fund positions itself as a global equity portfolio, emphasizing not just the North American market but also integrating promising opportunities from around the world. The approach is designed to cast a wide net, capturing the potential growth from different economic sectors and geographical regions, offering a diversified investment solution to its clientele.

Products and Services

• Equity Securities

  The Global Equity Fund invests a significant portion of its assets in equity securities, which are stocks listed on exchanges or publicly traded companies in the U.S. and other countries. This includes large-cap, mid-cap, and small-cap stocks across various industries, thereby offering diversified exposure to the global equity markets to its investors. This investment in equity securities aims to harness growth from different economies and sectors, making it a cornerstone of the fund's strategy.

• Exchange-Traded Funds (ETFs)

  Part of the fund's strategy includes investing in ETFs, which are investment funds traded on stock exchanges, much like stocks. These ETFs further diversify the portfolio by encompassing a range of sectors, industries, or geographical regions. This allows the Global Equity Fund to gain broad market exposure, including niche markets or specific regions, through a single transaction, enhancing portfolio diversification and managing risk.

• International Investments

  In its commitment to global diversity, the Global Equity Fund ensures that at least 40% of its net assets are invested in securities of issuers located outside the United States. This international exposure includes investments in both developed markets and the faster-growing emerging markets. The fund leverages various instruments such as American Depositary Receipts (ADRs), European Depositary Receipts (EDRs), and Global Depositary Receipts (GDRs) to facilitate these overseas investments. These vehicles offer the fund a way to invest in foreign companies with the ease and efficiency of trading in domestic exchanges, providing access to growth opportunities around the globe.