Aristotle Growth Equity Fund Class A (ARAGX)

Overview

The described fund is an investment entity that focuses primarily on equity securities, aligning itself with the financial goals of investors looking to partake in the equity markets. With a commitment to investing at least 80% of its assets in various forms of equity securities, this fund offers a diversified approach to equity investment, encompassing a wide range of instruments from common and preferred stocks to more specialized securities like depository receipts and REITs. This strategy is designed to cater to investors seeking exposure to the equity markets, whether for growth, income, or a combination of both.

Products and Services

• Common Stocks
  

  Ownership stakes in publicly traded companies, offering the potential for capital appreciation and dividends.

• Preferred Stocks
  

  Equity investments that generally offer fixed dividends and have priority over common stocks in the event of a liquidation.

• Convertible Preferred Stocks
  

  Preferred shares that holders can convert into a predetermined number of common shares, usually at the discretion of the shareholder.

• Depository Receipts
  

  Securities that represent shares in foreign companies, allowing them to be traded on local exchanges. These include:

  • American Depository Receipts (ADRs): Represents shares in a non-US company, traded on US exchanges.
  • European Depository Receipts (EDRs): Represents shares in companies, traded on European exchanges.
  • Global Depository Receipts (GDRs): Available worldwide, they allow shares of foreign companies to be traded on multiple international exchanges.
• Shares of Publicly Traded REITs
  

  Real Estate Investment Trusts that are traded on stock exchanges, offering investors exposure to real estate markets without requiring them to own property directly.

• Warrants and Rights
  

  Financial instruments that give the holder the right to purchase the company's stock at a predetermined price before the expiry date.