About AIOOX
Aristotle/Saul Global Equity Fund Class I-2 is a mutual fund that seeks to maximize long-term capital appreciation through investments in equity securities listed on exchanges worldwide. It employs a quality-value approach, targeting high-quality companies in strong or improving business lines, assessed via a private equity-style valuation of entire businesses and identification of catalysts expected to unlock potential over three to five years. The fund maintains a diversified portfolio across regions including North America, Japan, Europe, and Asia, with significant allocations to sectors such as industrials, information technology, health care, consumer discretionary, materials, and energy. Holdings span giant, large, medium, and small capitalization stocks, blending domestic and non-US equities with minimal cash positions. Managed by Aristotle Investment Services, LLC, it follows core principles of a balanced process, integrated team, and diversified strategy within the global large-stock blend category. Aristotle/Saul Global Equity Fund Class I-2 provides investors access to a broad spectrum of international opportunities focused on quality growth and value.
Fund Family Aristotle Funds
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol AIOOX
Share Class Class I-2
AIOOX had a total return of 10.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.25%.
