by Scott Ronalds

After we replaced the manager of our Global Fund last fall, the portfolio underwent an overhaul. The fund has a new look under Aristotle Capital Management, with a greater focus on technology and consumer discretionary stocks.

Our Co-Chief Investment Officer, Salman Ahmed, recently spoke with Aristotle Portfolio Manager Aylon Ben-Shlomo about some of the new holdings.

The video, which runs 12 minutes, provides a look into Aristotle’s idea generation process and what they look for in an investment. Aylon also has a great analogy involving Fanuc, a Japanese robotics company we own, which sheds some light on Aristotle’s thinking on the electric vehicle (EV) industry. I won’t spoil it.