The Power of Patience
Why Quality Matters in an Inflationary Environment
por Aristotle
In Episode 1 of "The Power of Patience", we speak with Aylon Ben-Shlomo, CFA, Managing Director at Aristotle Capital. Aylon explains how Aristotle Capital believes a diversified global portfolio of high-quality businesses can provide protection in an inflationary environment. While the term “quality” is common in the investment management industry, there is no agreed upon universal definition. Aylon explains how Aristotle Capital defines quality and how the investment team identifies high-quality companies that can remain high-quality regardless of the macroeconomic or political environment. For additional disclosures please refer to www.aristotlecap.com.
In the inaugural episode of Aristotle Capital’s "The Power of Patience", we speak with Catalina Llinás, CFA, Co-Chief Investment Officer of Aristotle Capital and chair of Aristotle’s Investment Risk Committee, and Rob Womack, the Chief Innovation Officer at Aristotle Capital. Catalina and Rob discuss the history of Aristotle, provide a broad overview of the organization and introduce Aristotle’s upcoming podcast series. We learn more about the long history together of Aristotle’s founders and Aristotle’s growth into a family of four independent registered investment advisors, specializing in equity and fixed income portfolio management for institutional and advisory clients worldwide. We also discuss the firm’s mission to help our clients reach their long-term financial goals through active portfolio management using our research-driven investment framework. Finally, we discuss what Catalina and Rob believe has led to the firm’s success in recent years as well as what they believe the future holds for Aristotle. For additional disclosures please refer to www.aristotlecap.com.