Philosophy
Investment Philosophy
Aristotle Capital Boston’s investment philosophy is grounded in the belief that long-term business fundamentals ultimately determine company equity values. However, in the short-term, equity prices may change as investors react to headlines, quarterly earnings reports, industry news or macroeconomic events. As a result, the firm believes a patient, disciplined investment approach focused on understanding long-term business fundamentals increases our ability to look past market noise and gives us the best opportunity to own great businesses at attractive price levels while seeking to generate long-term alpha for our clients.
INVEST IN BUSINESSES WITH STRONG FUNDAMENTALS
We conduct bottom-up fundamental analysis to identify businesses that can create shareholder value.
IDENTIFY MANAGEMENT TEAMS THAT CAN CREATE SHAREHOLDER VALUE
We search for underfollowed, misunderstood and/or out of favor companies with a high probability of fundamental improvement.
PROTECT CAPITAL THROUGH A DISCIPLINED RISK-MINDED APPROACH
We seek to protect capital by avoiding companies with binary fundamentals, expensive valuations and low quality balance sheets.
CONSTRUCT DIVERSIFIED PORTFOLIOS WITH A LONG-TERM VIEW
We construct diversified, high-conviction portfolios with a long-term view.
