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Aristotle_Saul Global Equity Fund — Institutional Investor Profile | Buyside Digest

Aristotle_Saul Global Equity Fund

Portfolio Manager • Aristotle/Saul Global Equity Fund

Value

$307M

Stocks

52 Stocks (52 new)

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Top Holdings

BAP(84.76%) WSM(0.68%) NEW YORK STOCK EXCHANGE-PH(0.64%) PH(0.64%) CTVA(0.53%)

About Investor

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.

Investor Philosophy

Investment philosophy details pending verification.

Aristotle_Saul Global Equity Fund Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
BAP	None	Credicorp Ltd.	Financials	$253493.7M	84.8%	No Change
WSM	None	Williams Sonoma Inc	Consumer Discretionary	$2031.2M	0.7%	No Change
NEW YORK STOCK EXCHANGE-PH	None	Parker-Hannifin Corporation	Industrials	$1899.2M	0.6%	No Change
PH	None	Parker Hannifin	Industrials	$1899.2M	0.6%	No Change
CTVA	None	Corteva Inc.	Materials	$1576.6M	0.5%	No Change
GOOGL	None	Alphabet Inc.	Information Technology	$1471.8M	0.5%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$1250.4M	0.4%	No Change
COF	None	Capital One Financial Corporation	Financials	$1231.6M	0.4%	No Change
MLM	None	Martin Marietta Materials, Inc.	Materials	$1151.0M	0.4%	No Change
AMGN	None	Amgen Inc	Health Care	$1083.6M	0.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Financials87.4%

Information Technology3.0%

Industrials1.8%

Materials1.5%

Health Care1.3%

Sector	Stocks	Value	Exposure
Financials	10	$261270.8M	87.4%
Information Technology	10	$9102.4M	3.0%
Industrials	4	$5374.5M	1.8%
Materials	4	$4493.8M	1.5%
Health Care	5	$3883.2M	1.3%
General	5	$3623.3M	1.2%
Consumer Discretionary	3	$3522.2M	1.2%
Energy	3	$2257.1M	0.8%
Consumer Staples	3	$2242.8M	0.8%
Utilities	2	$1690.1M	0.6%
Communication Services	1	$953.4M	0.3%
Real Estate	1	$538.0M	0.2%
Financial Services	1	$131.7M	0.0%