ARIHX

About ARIHX

The Aristotle Small/Mid Cap Equity Fund Class I is a mutual fund designed to pursue long-term capital appreciation by investing in small- and mid-cap U.S. equities. Managed by a team with extensive experience since 2002, the fund strategically targets high-quality companies that exhibit sustainable free cash flow and robust balance sheets. The investment philosophy centers on selecting businesses trading at significant discounts to intrinsic value, providing an emphasis on downside protection and risk management relative to its benchmark, the Russell 2500 Index. The fund employs a disciplined, research-driven approach, focusing on companies with clear potential for value appreciation while avoiding those with binary fundamentals or weak capital structures. The Aristotle Small/Mid Cap Equity Fund Class I serves investors seeking diversified exposure to dynamic segments of the U.S. equity market, playing a significant role in portfolios oriented toward growth and long-term wealth accumulation while mitigating risk through fundamental analysis and prudent security selection.