Market Overview

Aristotle Capital Boston Tapped by The Boston Retirement System for Small Cap Equity Mandate


Aristotle, a family of affiliated, employee-owned investment management firms managing $11.0 billion in equity and fixed income strategies, announced today that Aristotle Capital Boston LLC ("Aristotle Boston") was selected by The Boston Retirement System to manage $75 million under the pension fund's U.S. Small Cap Equity mandate.

"We are honored to be given this opportunity to manage a Small Cap Core strategy for The Boston Retirement System," said Ranjit Sufi, Managing Director, Institutional Sales and Marketing at Aristotle. "We have been growing our presence on the East Coast since the Boston team joined the Aristotle family at the end of last year; recently adding Will Averill as a Director of Institutional Sales in June 2015. Our small-cap investment team has long lived and worked together in the city of Boston. Aristotle is a tight-knit group with decades of experience managing money on behalf of institutions and working to deliver alpha."

Aristotle Boston is focused on value-added strategies. It constructs high-conviction portfolios with diversified companies that it believes are of high quality. The firm strives to build a portfolio of stocks that can be purchased at discount but that possess long-term value.

"We are pleased to be chosen for this assignment and look forward to investing with discipline and integrity on behalf of The Boston Retirement System," said Jack McPherson, Principal and Portfolio Manager at Aristotle Boston. "We invest with a long-term view, using a bottom-up, fundamental approach to identify what we believe are undervalued, financially-strong companies."

To learn more about Aristotle Boston's thoughts on the small cap sector, please see a video here and read commentary letters here.

The Boston Retirement System is a governmental defined benefit pension fund with approximately $5.4 billion in assets and serves approximately 34,000 active and retired members/beneficiaries from all City of Boston departments, as well as the Boston Redevelopment Authority, Boston Housing Authority, Boston Public Health Commission, and Boston Water & Sewer Commission.

About Aristotle

With offices in Los Angeles, California, Newport Beach, California, and Boston, Massachusetts, Aristotle is a family of affiliated, employee-owned investment management firms that collectively manage $11.0 billion in AUM across equity and fixed income strategies as of October 31, 2015*. Aristotle attracts and retains talented investment professionals through a culture deliberately focused on research, investment management and client success.

Aristotle offers multiple investment solutions including value equity, international equity, global equity, small cap equity, small/mid cap equity, global opportunities, and value-added credit strategies, including high yield bonds, bank loans, investment grade corporate bonds, ESG (environment, social and governance) and other custom strategies. Our clients include public and ERISA funds, corporations, foundations, endowments, Taft-Hartley, charitable organizations and high net worth individuals.

Our experienced corporate leadership team oversees a centralized support infrastructure to ensure that our distinct teams of investment professionals are able to focus on what they do best – seeking to add value to client portfolios. Our infrastructure includes such areas as: compliance, distribution, trading, operations, client communications and marketing.

Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, and Aristotle Capital Boston, 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 the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.

*As of October 31, 2015, Aristotle Capital Management, LLC had approximately $9.3 billion assets under management, Aristotle Capital Boston, LLC had approximately $1.3 billion assets under management, and Aristotle Credit Partners, LLC had approximately $0.4 billion assets under management, respectively.

Robert R. Womack, Jr., 310-478-4005
Managing Director
Financial Profiles, Inc.
Tricia Ross, 310-622-8226
Senior Vice President

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