Aristotle International Equity Fund Class I (ARIFX)

Overview

The fund described focuses on investing primarily in a diversified portfolio of equity securities and depository receipts. Its strategy is to invest at least 80% of its net assets in companies that are either organized, headquartered, or execute a significant portion of their business operations outside of the United States. Managed by Aristotle Capital Management, the fund bases its investment decisions on the global reach of a company. Specifically, it targets companies that maintain at least 50% of their assets or generate at least 50% of their revenues from activities conducted outside the U.S. This strategic approach allows the fund to offer investors exposure to the potential growth and returns from international markets, diversifying away from a solely U.S.-centric investment portfolio.

Products and Services

• Publicly Traded Equity Securities

These are shares of companies that are available for purchase by the public on stock exchanges. This fund leverages these securities to give investors access to a broad range of companies operating outside the United States, capitalizing on the economic growth and market dynamics of various countries.

• Depository Receipts

Depository receipts represent shares in foreign companies, but they are traded on local stock exchanges, making it easier for investors to gain exposure to international markets without dealing with the complexities of foreign stock exchanges. The fund invests in these instruments to offer a more diversified international portfolio, potentially mitigating risks associated with investing directly in foreign markets.