Secular Themes

Opportunity Hidden in Plain Sight: AI in Japan

In this clip of Episode 10.2 of "The Power of Patience", we speak with Aylon Ben-Shlomo, CFA, Managing Director at Aristotle Capital, about AI and how it may impact companies in Japan. For additional disclosures please refer to www.aristotlecap.com [https://www.aristotlecap.com/aristotle-disclosures/].

Opportunity Hidden in Plain Sight: Tokyo Stock Exchange Developments

In this clip of Episode 10.1 of "The Power of Patience", we speak with Aylon Ben-Shlomo, CFA, Managing Director at Aristotle Capital about changes being implemented by the Tokyo Stock Exchange and what that may mean for value investors. For additional disclosures please refer to www.aristotlecap.com [https://www.aristotlecap.com/aristotle-disclosures/].

Secular Themes

In Episode 9 of “The Power of Patience”, we speak with Thomas Hynes, Jr., CFA, Managing Director and Portfolio Manager at Aristotle Atlantic Partners. He discusses why he believes identifying secular themes through fundamental, bottom-up, research of companies can lead to long-term investment opportunities. For additional disclosures please refer to www.aristotlecap.com [https://www.aristotlecap.com/aristotle-disclosures/].

Why Small Caps Now

In Episode 8 of "The Power of Patience", we speak with Maria Katsileros, Client Portfolio Manager at Aristotle Capital Boston. Maria shares her thoughts on the current state of U.S. small cap stocks, opportunities versus their larger peers, and why small caps deserve a place in portfolios today. For additional disclosures please refer to www.aristotlecap.com [https://www.aristotlecap.com/aristotle-disclosures/].

Energy

In Episode 7 of "The Power of Patience", Aristotle Capital’s Catalina Llinás, CFA, Co-Chief Investment Officer, speaks with Gregory Padilla, CFA, Portfolio Manager on the firm’s Value Equity and Global Equity portfolios. They discuss the energy transition currently underway and the development of alternative sources of energy. Gregory provides his insight on the transition to clean energy sources, as well as his perspective on decarbonization, electrification and the state of the energy sector. Additionally, he shares a story about a recent research trip to Guyana, in which he met with the country’s President Irfaan Ali and Vice President Bharrat Jagdeo, as well as several energy companies based there. For additional disclosures please refer to www.aristotlecap.com [https://www.aristotlecap.com/aristotle-disclosures/].