Aristotle Global Equities
“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.
•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.
"We invest much like private equity investors would invest".
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.
For more information on how to invest with Aristotle, contact:
Tel: +61 (0) 400 388 455