Aristotle Small/Mid Cap Equity Fund Class A (ARAHX)

Overview

This investment fund specializes in placing a significant portion of its assets into equity securities, specifically targeting those belonging to small-capitalization and mid-capitalization companies. The strategy it employs involves committing at least 80% of its resources to investments in these sectors. The decision-making process when it comes to selecting companies for investment heavily leans on their market capitalization at the time of the purchase. The fund's benchmark for defining small and medium capitalization companies is their market capitalization’s alignment with or being below the size of the largest company listed in the Russell 2500® Index. This index is often used as a barometer for the small to mid-cap segment of the U.S. equity universe, making it a key reference point for the fund's investment strategy. The approach signifies a focus on uncovering growth opportunities within this particular segment of the market, believed by the fund's management to offer considerable potential for returns.

Products and Services

The fund's primary offerings revolve around investment vehicles focused on small to mid-cap companies, orchestrated through a strategic approach towards equity securities within this market segment. Here is a detailed overview of its main products and services:

• Small to Mid-Cap Equity Investments

  Central to the fund's strategy is the investment in equity securities of small to mid-size companies. This includes purchasing shares or stakes in businesses that are identified to have a promising growth trajectory but are currently undervalued or overlooked by the larger investment community. The selection is based on a meticulous analysis that aligns with the benchmark set by the upper market capitalization limit of the Russell 2500® Index.

• Market Capitalization-Based Investment Strategy

  In distinguishing its investment approach, the fund employs a clear methodology by setting a market capitalization threshold for its target investments. This technique involves a dynamic adjustment of its portfolio to ensure that at the time of purchase, the market capitalization of any selected company does not exceed that of the largest company in the Russell 2500® Index. This allows for a focus on companies that are positioned within the fund's defined size range but are also poised for significant growth and value increment.