Aristotle Capital Management, LLC Information

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.