Investment Strategies
A Selective, Active Approach to Senior-Secured Loans
A selectively constructed portfolio of senior-secured loans offers investors the potential to significantly improve the risk-reward characteristics of their fixed-income portfolios. Our approach is to be selective and active with a focus on larger, more liquid issues.
Available through the following vehicles: Separate Account, Commingled Fund, and the Aristotle Floating Rate Income Fund.
A Customized, Collateral-Focused CLO Investment Offering
Our strategy offers a comprehensive approach to investing across liabilities and equity of CLOs managed by experienced credit managers. In our role as a CLO collateral manager, Aristotle Pacific issues deals under our Trestles Platform.
Available through the following vehicles: Separate Account and Commingled Fund.
Agility, Access and Experience in Investment-Grade Bonds
When selecting a core or core-plus fixed-income strategy, we believe investors should consider the management teams expertise, consistent approach, and transactional agility. The strategy seeks to outperform the Bloomberg US Aggregate Bond Index by investing primarily in intermediate-term investment-grade debt, with a focus on corporate credit. (The strategy may also invest in non-investment-grade debt and sectors outside of the Bloomberg US Aggregate Bond Index). Our core strategies benefit from a team of experienced, empowered, and invested professionals sharing a unique perspective across credit markets.
Available through the following vehicles: Separate Account and the Aristotle Core Income Fund.
Bottom-Up, Credit-Intensive Analysis of High-Yield Bonds
Our actively managed portfolios of high-yielding corporate bonds offer investors the potential to enhance overall diversification and boost current income. Through a selective, credit-intensive approach, our experienced high-yield team builds portfolios from the bottom-up, one issuer at a time, with a keen eye for value. These strategies include high yield, high-quality high yield, and short-duration high yield.
Available through the following vehicles: Separate Account and the Aristotle High Yield Bond Fund.
Current Income, Low Interest-Rate Risk
Our short-duration strategy invests in limited-maturity securities across credit classes and capital structures. We seek to position portfolios to provide investors with current income and limited exposure to interest-rate risk.
Available through the following vehicles: Separate Account and the Aristotle Short Duration Income Fund.
Tactical and Opportunistic Allocations to Credit Classes
The dynamic nature of credit markets presents opportunities for investors to improve outcomes by tactically allocating capital among asset classes. Our approach seeks to gain an advantage based on our focus and perspective in credit and agility within credit asset classes. Our strategic credit strategy invests opportunistically across the broad range of bank-loan, high-yield and investment-grade opportunities with emphasis on relative-value analysis.
Available through the following vehicles: Separate Account and the Aristotle Strategic Income Fund.
Mutual fund shares distributed by Foreside Financial Services, LLC.
