Aristotle Core Equity I-2 (ARSLX)
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Aristotle Core Equity I-2
Milwaukee, WI 53233
803 West Michigan Street
Investment Managers Series Trust (Aristotle)
(414) 299-2295
Management Information
,Lead Manager since March 30, 2017
Owen Fitzpatrick, CFA, is a Principal, Managing Director, Lead Portfolio Manager and Senior Research Analyst at Aristotle Atlantic. Prior to joining Aristotle Atlantic in 2016, Mr. Fitzpatrick had multiple roles at Deutsche Asset Management from 1995 to 2016, including Managing Director and Head of the U.S. Equity Platform. As Head of U.S. Equities, Mr. Fitzpatrick oversaw all active U.S. equity strategies, and as a Portfolio Manager, he managed the Large Cap Growth and Large Cap Core portfolios. Prior to Deutsche Asset Management, Mr. Fitzpatrick managed equity portfolios for Chemical Bank, where he was also responsible for research coverage of the consumer cyclical sector. Additionally, he served as a Portfolio Manager at Manufacturers Hanover Trust. Mr. Fitzpatrick earned his Bachelor of Science degree in Finance and his Master of Business Administration from Fordham University. He is a CFA® charterholder.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyAristotle Funds
Net Assets398.56M
YTD Return23.27%
Yield0.77%
Morningstar Rating★★★
Inception DateApr 16, 2023
Fund Operations
Last Dividend0.16
Last Cap Gain1.00
Holdings Turnover18.00%
Average for CategoryN/A
Fees & Expenses
ExpenseARSLXCategory Average
Annual Report Expense Ratio (net)0.65%0.99%
Prospectus Net Expense Ratio0.65%N/A
Prospectus Gross Expense Ratio0.65%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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