Aristotle

201-500 employees Investment Management

About Aristotle

Aristotle is a majority employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. With offices in Los Angeles, Newport Beach, Boston and Sarasota, our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including structured products. Four of the Aristotle Affiliates are PRI Signatories.
Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework.
Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success. Aristotle’s corporate leadership team oversees a centralized support infrastructure to ensure that its distinct teams of investment professionals are able to focus on what they do best—adding value to client portfolios. The company’s support infrastructure includes shared services such as compliance, trading, operations, client communication, marketing and distribution. Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC and Aristotle Pacific Capital. LLC are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser, including investment strategies, fees and objectives, can be found in their respective Forms ADV Part 2, which are available upon request.
As of June 30, 2023, assets under management for each Aristotle affiliate were: Aristotle Capital Management, $50.89B; Aristotle Credit Partners, $0.74B; Aristotle Capital Boston, $3.44B; Aristotle Atlantic Partners, $2.36B; Aristotle Pacific Capital, $20.85B and Aristotle Investment Services, $0.56B.

Expertise

Investment Management, Asset Management, Equities, Fixed Income, Value Equity, International Equity, Global Equity, Large Cap Growth, Core Equity, Focus Growth, Small Cap Equity, Small/Mid Cap Equity, High Yield, Investment Grade, Strategic Credit, and CLOs

104: Yielding Under Pressure
  • 15 Sep 2026

What is driving the move higher, and how are central banks responding?

Jackson Hole: Looking Beyond the Here and Now
  • 01 Sep 2026

Fed watchers should rethink Kevin Warsh's recent speech at Jackson Hole before moving on to predicting the Fed's next act, argues Aristotle Pacific's Jeff Klingelhofer.

101: Markets at Mid-Year
  • 16 Jul 2026

Mid-year insights into how 2026 is unfolding and what lies ahead, featuring economic and market forecasts, AI infrastructure financing, and the evolving geopolitical landscape. Plus, market moves,...

15 Years of Floating-Rate Discipline
  • 01 Jul 2026

Portfolio Manager Michael Marzouk discusses the macro signals he is watching, the case for floating-rate income, and why credit selection remains critical after 15 years of managing through changin...

Aristotle Funds Launches Its First Three ETFs
  • 01 Jul 2026

Three actively managed fixed income ETFs provide investors with access to core plus, multi-sector and short-duration exposure managed by Aristotle Pacific Capital's highly experienced portfolio man...

Markets at Mid-Year
  • 01 Jul 2026

Aristotle Pacific CEO Dominic Nolan gives a mid-year update – plus, opportunities in fixed income, the Fed's next move, market performance, and economic trends.

What High Bond Yields Are Telling the Fed
  • 01 Jul 2026

Elevated long-term bond yields suggest investors believe the central bank will eventually have to do more because it chose not to act now, argues Aristotle Pacific’s Jeff Klingelhofer.

100: Beyond the Pitch
  • 09 Jun 2026

Few events capture the world’s attention like the World Cup, with economic effects that extend far beyond the game. Join us to discuss the economic impact of the World Cup, broader market trends, a...

99: Higher for Longer: Energy’s New Reality (June)
  • 04 Jun 2026

As geopolitical tensions expose vulnerabilities in global energy markets, Brandon Lee of Aristotle Pacific Capital discusses why energy security has become a central issue, and why years of underin...