Aristotle Global Equities

Aristplus

Global equity firm Aristotle Capital Management LLC (Aristotle), has launched its global equity fund to Australian institutional investors via an agreement with distributor Plus Capital

“We are excited to offer our strategies more widely to the Australian institutional marketplace,” said Gregory Padilla, CFA, principal, co-portfolio manager, and senior global research analyst at Aristotle.

Aristotle's investment approach involves concentrating on high quality companies with attractive valuations that possess compelling catalysts for growth. The manager takes a high-conviction approach in building a focused portfolio of approximately 50 companies.

The global equity fund is managed by chief executive officer and chief investment officer, Howard Gleicher, and Padilla.

Strategy description

•Fundamental, bottom-up stock selection process applied to a universe of companies with market cap typically in excess of $2 billion at initial investment.

• Focused (45-55 positions) strategy characteried by high active share and low turnover.

• Portfolio utilises both American Depository Receipts (ADRs) and foreign ordinary shares.

• The objective is to achieve attractive long-term returns versus the benchmark (MSCI World Index (Net)) with a focus on mitigating risk over a complete market cycle.

Aristotle will market a suite of its offerings to Australian investors, with initial efforts focused on the Global Equity Strategy.

Aristotle Capital Management Aristotle Global Equities Launched on 15 January 2019 Designed for institutional investors. Find out more Industry Moves does not hold an AFS Licence and neither recommends nor endorses this product/service.

"We invest much like private equity investors would invest".

Gregory+padilla

US-based investment management firm Aristotle Capital Management, LLC (Aristotle Capital) has teamed up with local funds management representative Plus Capital Management (Plus Capital) to offer its investment management capabilities to Australian institutional investors. Industry Moves speaks to Gregory Padilla, Aristotle co-portfolio manager and senior global research analyst, about the company's unique approach to managing money. He shares insights around the best questions to ask management teams before investing and why holding more than one hundred companies is not necessarily good for investors.

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Contact

Contact plus+capital

For more information on how to invest with Aristotle, contact:

Neil Wild
Director
Tel: +61 (0) 400 388 455
Email: wild@pluscapital.com.au