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Aristotle Credit Partners launches Aristotle Strategic Credit Fund

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Aristotle Credit Partners has launched the Aristotle Strategic Credit Fund, which will invest mainly in debt securities to pursue income and capital appreciation. 

These may invest include, but are not limited to, corporate bonds, notes and debentures of US and non-US issuers, and bank loans of US and non-US corporate issuers. The fund’s investments in foreign securities include securities in both developed and emerging markets. The institutional no-load share class will trade under the symbol ARSSX.

Douglas Lopez, CFA, Michael Hatley, and Terence Reidt, CFA, are the Portfolio Managers and are responsible for the day-to-day management of the Fund. All investment decisions are made by the Portfolio Managers as a team. The executives currently direct various strategies at Aristotle Credit, where they serve as Principals, Portfolio Managers and members of Aristotle Credit’s research team.

In pursuing the Fund’s investment objectives, Aristotle Credit uses a disciplined investment approach that integrates a top-down macroeconomic environment assessment with a bottom-up independent fundamental credit analysis. Aristotle Credit evaluates industries and companies on a global basis and across the credit quality spectrum to assess industry dynamics, and analyses a company’s financial information, strategic positioning, as well as liquidity of the company’s securities, to determine a security’s relative value. Aristotle Credit looks for investments that are attractively valued (in terms of price, coupon and yield) as compared to their peers. The Advisor typically employs diversified portfolio construction and the Fund’s portfolio will typically be diversified in terms of industry classifications.

“This strategy takes advantage of the broad investment skills possessed by our seasoned portfolio management and research teams across the high yield, bank loan and investment grade corporate sectors,” says Lopez. “We invest with a long-term view and construct focused portfolios. We are pleased to offer the Fund to the open-ended mutual fund marketplace. The strategy previously was only available on a separate account basis for high net worth individuals and institutional clients.”

“This strategy allows our experienced team to shift weightings between high yield, bank loans and investment grade credit to best position the portfolio as opportunities arise from inevitable fluctuations in the corporate credit markets in the future,” Hatley adds.

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