The Aristotle Core Equity Fund is managed by a three-person team with an average tenure of approximately 8.8 years, led by Owen Fitzpatrick, CFA (Managing Director and Lead Portfolio Manager), Brendan O'Neill, CFA (Director and Portfolio Manager), and Thomas Hynes, Jr., CFA (Managing Director and Portfolio Manager). The fund is part of Aristotle Funds Series Trust incorporated in Delaware and was formerly known as the Aristotle ESG Core Bond Fund. The fund offers multiple share classes including Class A (ARALX), Class I-2 (AILLX), and Class I (ARILX), with launch dates ranging from April 2023 to October 2023.

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Aristotle's investment philosophy consists of four core tenets: identify high-quality businesses, invest long-term, analyze globally, and construct focus portfolios. The firm employs a fundamental, bottom-up approach to security selection with emphasis on secular themes, product cycles and cyclical trends. The Core Equity Fund specifically seeks to achieve consistent risk-adjusted returns that exceed the benchmark over a full market cycle of three to five years through investment pillars including selection of companies positioned for long-term spending shifts, attractive valuation identification, and strict risk control.

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