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The Power of Patience

The Power of Patience

di Aristotle

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.

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.

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.

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.

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.

In Search of Catalysts

In Episode 6 of "The Power of Patience", we speak with Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management. He shares insights on his recent paper about catalysts and the instrumental role they play in the investment process. For additional disclosures please refer to www.aristotlecap.com.

Hello Aristotle Pacific Capital

In Episode 5 of "The Power of Patience", we speak with Dominic Nolan, CFA, CEO of Aristotle Pacific. Dominic discusses the recent addition of the liquid credit specialist to the Aristotle family and what he believes makes Aristotle Pacific unique. He also discusses the Federal Reserve’s battle against inflation, the current state of fixed income markets in 2023 and where he sees potential opportunities for patient investors. For additional disclosures please refer to www.aristotlecap.com.

Investing in Secular Themes – Cybersecurity

In Episode 4 of "The Power of Patience", we speak with Nicholas Daft, Director and Senior Research Analyst at Aristotle Atlantic. He shares his insights on why he believes cybersecurity is an important secular theme, shedding light on its evolution as businesses embrace digital transformation. Nicholas highlights the growing frequency, complexity, and cost of cyberattacks, emphasizing why he believes it will necessitate investment in next-generation cybersecurity technology. Lastly, he explains why he believes certain market segments stand to gain from the continued investment in next-generation security software to combat cyber threats. For additional disclosures please refer to www.aristotlecap.com.

Uranium and Why it is Needed

In Episode 3 of "The Power of Patience", Catalina Llinás, CFA, Co-Chief Investment Officer of Aristotle Capital talks to Alberto Jimenez Crespo, Portfolio Manager and Senior Global Research Analyst about Uranium, what it is and why it is important. Alberto gives an educational overview of what uranium is, how it is mined, where it can be found and why it is important in the climate change discussion as a clean energy alternative. He also dispels the myths about the danger of its use as an energy source and shares a story about visiting uranium mines in Kazakhstan. For additional disclosures please refer to www.aristotlecap.com.

Cybersecurity – Staying Safe in A Dangerous Digital Environment

In Episode 2 of "The Power of Patience", we speak with John Quan, Managing Director and Chief Technology Officer at Aristotle Capital. John discusses what is cybersecurity, what are the threats and where are they coming from, and some steps to mount an effective defense, and technologies and policies to keep data and systems safe. For additional disclosures please refer to www.aristotlecap.com.

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