Aristotle Capital Management Expands Product Offering in Retail Investment Channel

By Aristotle Capital Management, LLC, Associated Press | Posted - Apr 8th, 2014 @ 6:31am


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LOS ANGELES--(BUSINESS WIRE)--Apr 8, 2014--Aristotle Capital Management, LLC (“Aristotle Capital”), a value-oriented investment management firm for institutional and high net worth clients with $7.2 billion of assets under management as of March 31, 2014, today announced that Matt Schleichkorn has joined the company as Managing Director, Retail Sales and Marketing, a newly created position at the firm.

Matt Schleichkorn - Managing Director, Retail Sales and Marketing (Photo: Business Wire)

Schleichkorn will spearhead Aristotle Capital’s expansion into the retail investor marketplace, creating a team that will open new channels for the firm to offer its full array of equity products as well as fixed income products through its affiliate firm, Aristotle Credit Partners, LLC (“Aristotle Credit”). He will be based at Aristotle Capital’s Los Angeles headquarters.

“Aristotle is taking the next step in its evolution by further expanding into the retail channel, building on the firm’s growing asset base in the institutional investor community,” said Gary Lisenbee, Aristotle’s Co-CEO and Co-Chief Investment Officer. “We are fortunate to have an individual of Matt’s caliber to lead this new effort. He is a leader with extensive experience directing retail sales teams at large financial organizations.”

“Increasing our presence in the retail channel is another example of how we intend to offer a full suite of services to investors across all of our investment platforms,” said Richard S. Hollander, Chairman of Aristotle, and Chairman and Chief Executive Officer of MetWest Ventures, which is the architect behind the formation of Aristotle Capital and Aristotle Credit as well as an advisor and partner to both firms. “We are delighted that Matt has chosen to take this step with us.”

Prior to joining Aristotle Capital, Schleichkorn spent more than six years at Merrill Lynch as Director, Managed Solutions for the West Coast. Before that, he was a Senior Vice President at Phoenix Investment Partners, selling mutual funds and separately managed accounts to the financial advisor community. He also worked nine years at Morgan Stanley, where his roles included National Sales Manager of their Consulting Service Group and Financial Advisor.

“I am honored to be chosen by Richard and Gary to drive this effort at Aristotle,” said Schleichkorn. “The investment management team has an experienced background and the firm’s employee-owned culture makes it an attractive place to assemble this new sales team. The opportunity to build a direct retail business at a private investment firm is very appealing to me. We believe Aristotle has excellent investment products, so it is my intention to make Aristotle a go-to name among retail brokers, registered investment advisors and consumers.”

Schleichkorn earned a Master of Business Administration degree from Pepperdine University and a Bachelor of Art degree in Business Administration from the University of Southern California. He holds a number of Financial Industry Regulatory Authority (FINRA) licenses, including the Series 7, 63 and 65. He also earned the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association (IMCA), an organization in which Schleichkorn helps to chair certain events. He and his family are active participants with Operation Gratitude, an organization that honors active military members.

About Aristotle Capital Management

With offices in Los Angeles and Orange County, California, Aristotle Capital Management, LLC is a value-oriented investment management firm with a differentiated and highly disciplined approach focused on investing in high-quality companies. Investment decisions are based on our investment team’s long collective experience, in-depth fundamental research and our ability to assess and act on change. Our long-term investment horizon is aligned with our clients’ goals to grow assets and control risk. Aristotle offers multiple investment solutions including Value Equity, International Equity, Global Equity and Global Opportunities. Our clients include public and ERISA funds, corporations, foundations, endowments, Taft-Hartley, charitable organizations and high net worth individuals. Please visit www.aristotlecap.com for more information.

Aristotle Capital Management, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aristotle Capital including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

About Aristotle Credit Partners

Based in Los Angeles, Aristotle Credit Partners, LLC is an institutional asset management firm focused on value-added credit strategies. The firm’s investment strategies include High Yield Bonds, Bank Loans, High Grade Corporate Credit and Custom strategies. As a credit manager, Aristotle Credit Partners opportunistically invests in loans and bonds along the full credit spectrum. Our credit strategies largely operate in what we believe to be less efficient markets with less interest rate sensitivity than many investment grade strategies. The process seeks to create value primarily though a macro view, deep credit research of higher tier credits and downside protection through disciplined risk management.

Aristotle Credit Partners integrates an outstanding team with extensive experience in managing high-yield, fixed-rate bonds and high-grade corporate strategies with West Gate Horizons Advisors, LLC, a registered investment advisor specializing in the management of collateralized loan obligations and bank loans. Aristotle Credit Partners, LLC is affiliated with Aristotle Capital Management, LLC. Please visit www.aristotlecredit.com for more information.

Aristotle Credit Partners, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aristotle Credit including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

About MetWest Ventures

MetWest Ventures was founded by Richard S. Hollander in 1992 with the vision of building fully independent and superior businesses by investing in outstanding management teams in the asset management business. Hollander formerly managed Drexel Burnham Lambert’s West Coast investment grade fixed income division, which oversaw all real estate and mortgage-related activities in addition to covering all West Coast banks and financial institutions.

Since its inception, MetWest Ventures has supported and provided assistance to partners who have managed assets for many of the largest U.S. and non-U.S. plan sponsors. MetWest Ventures has partnered with and invested in firms such as MetWest Asset Management, MetWest Capital Management, Post Advisory Group and MetWest Securities Lending.

MetWest Ventures’ most recent undertakings are Aristotle Credit Partners, an institutional asset management firm focused on value-added credit strategies, Aristotle Capital Management, LLC, a registered investment advisor offering U.S., International and Global investment solutions to institutional and high net worth clients, MetWest Realty Advisors, a commercial real estate private equity firm dedicated to the objective of achieving above market, risk-adjusted returns on investments in the commercial real estate space, and West Gate Horizons Advisors, a registered investment adviser specializing in the management of floating rate senior secured loan portfolios for institutional investors.

Photos/Multimedia Gallery Available:http://www.businesswire.com/multimedia/home/20140408005399/en/

CONTACT: Aristotle Capital Management, LLC

Robert R. Womack, Jr., Managing Director

310-478-4005

rwomack@aristotlecap.com

or

Financial Profiles, Inc.

Tricia Ross, Senior Vice President

310-622-8226

tross@finprofiles.com

KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES CONSULTING FINANCE RETAIL OTHER RETAIL

SOURCE: Aristotle Capital Management, LLC

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PUB: 04/08/2014 08:30 AM/DISC: 04/08/2014 08:30 AM

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