Aristotle Small Cap Equity Fund Class I (ARIBX)

Overview

The fund is designed for investors seeking to capitalize on opportunities within the small capitalization segment of the market. By committing at least 80% of its net assets to equity securities of small capitalization companies, the fund offers focused exposure to a dynamic sector. These companies are defined as those whose market capitalization does not exceed the largest company in the Russell 2000® Index at the time of purchase, based on the most recent 12-month data. Managed by a dedicated Advisor, the fund strives to identify and invest in companies that show promising growth potential, navigating the complexities of the small-cap landscape to potentially deliver significant returns to its investors.

Products and Services

• Equity Securities Investing - The fund focuses on purchasing equity securities of small capitalization companies. This includes common stocks, preferred stocks, or other securities convertible into common stock. By targeting these investments, the fund aims to provide growth opportunities through capital appreciation.
• Small Capitalization Focus - Companies eligible for investment are those considered small cap, specifically, those with a market capitalization at or below the largest component of the Russell 2000® Index during the most recent 12 months. This focus allows investors to tap into the potential high growth dynamics of smaller, less discovered firms with the promise of higher returns.
• Advisor Expertise - The fund benefits from the expertise of its Advisor, who employs a rigorous selection process to identify promising investment opportunities. The Advisor's in-depth analysis aims to uncover companies with solid growth prospects, strong business models, and competitive advantages in the small capitalization space. This strategic approach is aimed at optimizing the fund's performance and managing investment risks.