Aristotle Small/Mid Cap Equity Fund Class C (AISHX)

Overview

The fund focuses on investing in companies with significant growth potential by primarily targeting small to medium-sized businesses. By allocating at least 80% of its assets into equity securities, the strategy is designed to capitalize on the agility and dynamic nature of small and mid-capitalization companies. These companies are defined based on their market capitalization at the time of initial purchase, where they must not exceed the size of the largest company listed in the Russell 2500® Index. This approach aims to identify and invest in companies that exhibit promising growth prospects and could potentially offer higher returns, albeit with a higher risk profile compared to large-capitalization stocks.

Products and Services

The fund offers a focused investment product aiming at small to medium-sized enterprises (SMEs) through equity securities. Below is a detailed overview of its primary investment product:

• Equity Securities of Small and Mid-Cap Companies - This is the core offering of the fund, focusing on investing in the equity securities of companies with a market capitalization at or below the threshold of the largest company in the Russell 2500® Index at the time of purchase. This product is tailored for investors seeking exposure to the growth potential of small and medium-sized enterprises. By targeting this segment, the fund aims to leverage the higher growth potential and agility of SMEs, which could lead to significant returns. However, it's essential for investors to consider the elevated risk levels associated with investing in smaller companies, including market volatility and liquidity risks.