Aristotle Capital Management, LLC
Aristotle Capital Management, LLC is a privately-owned investment adviser headquartered in Los Angeles, California. Founded through predecessor firms dating back to 1959, Aristotle Capital provides discretionary investment advisory and management services to a broad client base including institutional and retail separate accounts, mutual funds, private pooled investment vehicles, and collective investment trusts. The firm is led by its Board of Managers and key employees and serves clients such as individuals, trusts, pensions, foundations, public companies, and corporations. As of 2025, it employs approximately 156 professionals.
Investment Strategy
Aristotle Capital employs a fundamental, value-oriented approach across various strategies including Value Equity, International Equity, Global Equity, Dividend Equity, and Enhanced Dividend Equity. The firm uses in-depth internal research, comprehensive data sources, and broad financial industry intelligence to make investment decisions. Aristotle Capital manages client assets with a focus on long-term value creation, strict adherence to account restrictions, and implements trade rotation procedures for fairness across accounts. Model portfolios and specialized mandates are adapted to diverse client needs and constraints.
Top Holdings
Equity Positions (150)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PH | PARKER-HANNIFIN CORP | 4.09% | $2.12B | 3,039,334 | $202.12 | $698.47 | +$242.7M |
M MSFT | MICROSOFT CORP | 3.68% | $1.91B | 3,836,291 | $109.96 | $497.41 | +$417.6M |
C COF | CAPITAL ONE FINL CORP | 3.18% | $1.65B | 7,760,720 | $102.57 | $212.76 | +$258.2M |
C CTVA | CORTEVA INC | 3.16% | $1.64B | 22,014,122 | $29.67 | $74.53 | +$216.2M |
W WSM | WILLIAMS SONOMA INC | 2.88% | $1.49B | 9,145,444 | $24.44 | $163.37 | +$47.5M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Vice President | Chicago, IL , United States | |
W Will Averill | Managing Director | Boston, MA , United States | |
 | Vice President, Finance and Accounting | Newport Beach, CA , United States |