Disclosures
The opinions expressed herein are those of Aristotle Pacific Capital and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Aristotle Pacific Capital reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Past performance is not indicative of future results.
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There is no assurance that any securities, sectors or industries discussed will remain in Aristotle Pacific Capital’s portfolio at the time this information is viewed or that securities sold have not been repurchased. It should not be assumed that any of the securities transactions or holdings discussed were or will be profitable, or that the investment recommendations or decisions Aristotle Pacific Capital makes in the future will be profitable or equal the performance of the securities discussed. Recommendations made in the last 12 months are available upon request.
All investments carry a certain degree of risk, including the possible loss of principal. Equity investing involves risk. Investments are also subject to political, market, currency and regulatory risks or economic developments. International investments involve special risks that may in particular cause a loss in principle, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period.
The material is provided for informational and/or educational purposes only and is not intended to be and should not be construed as investment, legal or tax advice and/or a legal opinion. Investors should consult their financial and tax adviser before making investments in order to determine the appropriateness of any investment product discussed herein.
The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass.