The Core Equity strategy is managed by three experienced portfolio managers with combined 95 years of investment experience: Owen Fitzpatrick, CFA (39 years industry experience), Thomas Hynes, Jr., CFA (30 years), and Brendan O'Neill, CFA (26 years). Aristotle Atlantic Partners, LLC operates as one of four independent investment teams under the Aristotle Capital platform, a majority employee-owned asset management organization managing over $100 billion in combined client assets across 17 countries. The firm is privately owned and operates as a registered investment advisor specializing in equity portfolio management for institutional and individual clients worldwide, with a mission to add value with active portfolio management to help clients reach their long-term financial goals.

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The Aristotle Atlantic Partners Core Equity strategy employs fundamental, bottom-up analysis with emphasis on secular themes, product cycles and cyclical trends. The investment team seeks long-term growth of capital through fundamental, bottom-up stock selection focused on companies likely to benefit from secular trends, product cycles, and cyclical shifts in spending globally. The strategy maintains 45-60 holdings with focus on large-cap companies with market cap over $2 billion, with individual position sizes typically limited to 5% at cost unless benchmark weight exceeds 3%. The portfolio maintains maximum cash levels of 10% with average below 2%, annual turnover of approximately 25%, and strict risk control methodology with adherence to stringent buy/sell discipline. All portfolio holdings must meet three specific proprietary criteria, and the approach seeks to identify companies with attractive valuations relative to historical averages or companies positioned for multiple expansion.

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