Aristotle Small/Mid Cap Equity Fund Class I (ARIHX)

Overview

The investment strategy focuses on small to mid-cap companies, defining these as entities with market capitalizations at or below the threshold of the largest company listed in the Russell 2500® Index at the time of purchase. This approach is designed to tap into the growth potential of smaller firms, which can, under the right circumstances, offer significant returns. The reliance on the Russell 2500® Index as a benchmark for cap size ensures a dynamic portfolio that adjusts with market conditions, aiming to capitalize on the agility and growth potential of smaller companies while maintaining a well-defined risk profile.

Products and Services

• Equity Securities of Small-Capitalization Companies

  Investments focus primarily on equity securities, such as stocks, of small-capitalization companies. These are typically businesses with smaller market valuations, which the fund identifies as having significant growth potential. Investing in these companies allows the fund to tap into the agility and innovation often found in smaller firms, potentially leading to higher returns compared to investments in larger, more established companies.

• Equity Securities of Mid-Capitalization Companies

  The fund also invests in mid-capitalization companies, which are generally larger and potentially more stable than small-cap companies but still offer considerable growth opportunities. These businesses are identified by their market capitalization being equal to or less than the largest company in the Russell 2500® Index at the time of the fund's initial investment. This blend of mid-cap investments seeks to balance the portfolio, adding a layer of stability without significantly sacrificing growth potential.