The fund is managed by David Adams, CFA, and Jack McPherson, CFA, through Aristotle Capital Boston, LLC. Both managers bring extensive experience, with Adams contributing 35+ years and McPherson 37+ years of investment experience. They have been managing small cap portfolios together since 2002, creating a stable partnership supported by an experienced research team of 4 analysts averaging over 20 years industry experience. The management team conducts 400-600 company meetings annually to support their fundamental, bottom-up research approach. Both managers are CFA charterholders with educational backgrounds from respected institutions and previous experience at Eagle Boston Investment Management and Pioneer Investment Management.

Read More

The fund seeks to maximize long-term capital appreciation while mitigating risk relative to its benchmark over multi-year periods. The team focuses on high quality companies with sustainable free cash flows and strong balance sheets that are trading at meaningful discounts to their estimate of intrinsic value, which inherently provides better downside protection. The investment approach targets companies they believe to have 3 to 4 times upside potential versus downside risk and avoids companies with binary fundamentals and poor capital structures, providing an additional layer to protect clients' capital in down markets. The portfolio follows a patient, disciplined, and long-term perspective, believing that business fundamentals ultimately drive equity values.

Read More