The fund is managed by experienced portfolio managers Sean Thorpe, Geoffrey Stewart, CFA, and Howard Gleicher, CFA. Howard Gleicher serves as CEO and CIO of the firm. The leadership team has worked together for over 25 years, and portfolio managers average 28 years of investment experience. The firm and its predecessor firms have been in business since 1959. The origins of Aristotle can be traced back to its predecessor, Metropolitan West Capital Management (MWCM), founded in 1997. In 2010, Gleicher founded Aristotle after non-compete agreements expired. In October 2022, Aristotle acquired Pacific Life's credit asset management arm, Pacific Asset Management, increasing Aristotle's AUM by 50% and evolving into a multi-asset manager. Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. The firm operates with combined client assets exceeding $100 billion across 17 countries through four distinct affiliates.

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The Aristotle International Equity Fund employs a quality-value investment approach that targets high-quality companies with attractive valuations and compelling growth catalysts. The fund employs a private equity approach to public markets to assess company value as if buying the entire business. Catalysts identified are actions or events expected to propel a company to its full potential over the next three to five years. The investment philosophy consists of four tenets: identify high-quality businesses, invest with a long-term view, analyze businesses from a global perspective, and construct focused portfolios. The fund's bottom-up stock selection targets companies with market capitalizations typically above $2 billion. The strategy emphasizes risk management and structured diversification consistent with the MSCI EAFE benchmark. Sector and country weights are maintained within 50%-200% of MSCI EAFE Index, with emerging markets capped at 20%. The portfolio typically holds around 37-40 companies with high active share of 89.7%. All portfolio holdings must meet specific criteria including minimum market cap and sector/country weight ranges.

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