The fund is managed by two highly experienced portfolio managers with over 25 years of collaborative experience. Howard Gleicher, CFA, serves as CEO & Chief Investment Officer at Aristotle Capital Management since 2010, bringing over 35 years of industry experience including co-founding Metropolitan West Capital Management and earlier roles at PIMCO. Gregory Padilla, CFA, is a Managing Partner and Portfolio Manager who began his investment career in 2006, with previous roles at Vinik Asset Management and Tradewinds Global Investors. Both managers have average tenure near 13 years managing the fund and are described as having worked together for over twenty-five years since their initial collaboration in the 1990s.

Read More

The fund employs a quality-value investment approach, seeking to invest in what they believe to be high-quality companies in great and/or improving lines of business. The strategy utilizes a private equity approach to public markets to assess the value of a company, as if they were buying the entire business. Catalysts are actions/events currently underway that they believe will propel a company to meet its full potential over the next three to five years. The fund invests at least 40% of assets outside the U.S. across multiple countries including emerging markets, maintaining a concentrated portfolio of 45-55 stocks with low turnover ranging from 10-20% annually.

Read More