Aristotle Small Cap Equity Fund Class C (AISBX)

Overview

The company operates a fund focused on investing in equity securities of small capitalization (small cap) companies. In adherence to its investment strategy, the fund commits at least 80% of its net assets to equities within this segment. These small cap companies are specifically defined by their market capitalization size, which must align with the ranges identified by the Russell 2000® Index at the time of the initial purchase. The Russell 2000® Index is a renowned financial index that measures the performance of 2,000 small-cap American companies, itself a subset of the broader Russell 3000® Index which encompasses a larger range of U.S. stocks. The fund's investment choices are guided by a strategic emphasis on this segment of the market, leveraging the growth potential inherent in smaller companies.

Products and Services

The fund offers a focused investment product that seeks to capitalize on the growth potential present in the small cap segment of the U.S. equity market. Below is a detailed look at the primary offering:

• Equity Securities of Small Capitalization Companies

  This product centers around investing in the equity securities of small cap companies, which, for the purposes of this fund, are defined as those whose market capitalization matches the range of the Russell 2000® Index. This is a targeted investment approach, seeking to leverage the potential high growth and returns of smaller, potentially more agile businesses compared to their larger counterparts. The fund's strategy is heavily predicated on thorough market analysis and the selection of small cap companies that show promising growth prospects, all within the framework of rigorous risk management practices to optimize return on investment.