Aristotle Pacific Announces Portfolio Manager Changes

Effective March 1, 2025, Aristotle Pacific Capital, the sub-advisor for Aristotle Funds’ fixed-income funds, announced today that C. Robert Boyd and Tommy Zhang have been added as portfolio managers on the Aristotle Floating Rate Income Fund and Jeff Klingelhofer has been added to the Aristotle Core Bond Fund as a portfolio manager.

In addition, Boyd will no longer serve as portfolio manager for the Aristotle High Yield Bond Fund, but portfolio managers Brian Robertson and John Brueggemann remain in place.

Boyd and Zhang are teaming up with longtime portfolio managers JP Leasure and Michael Marzouk on Aristotle Floating Rate Income Fund. Jeff Klingelhofer is joining veteran portfolio managers David Weismiller and Ying Qiu, on Aristotle Core Bond Fund.

C. Robert Boyd is a senior managing director for Aristotle Pacific and a portfolio manager on the firm’s CLO and CLO Opportunities strategy. In addition to joining Aristotle Floating Rate Income Fund’s portfolio management team, Boyd serves as a portfolio manager for a floating rate ETF. Before joining the firm in 2012, Boyd worked for 14 years at PIMCO, where he was a floating-rate loan portfolio manager and credit analyst.

Jeff Klingelhofer, CFA, is a managing director and a portfolio manager on Aristotle Pacific’s Credit Opportunities strategy. Prior to joining Aristotle Pacific last year, Klingelhofer was co-head of investments at Thornburg Investment Management and a portfolio manager on all fixed-income strategies. Before that, he was with PIMCO at its Newport Beach, Tokyo and London offices.

Tommy Zhang, CFA, is a portfolio manager on Aristotle Pacific's CLO strategy and a senior research analyst who previously served as an associate portfolio manager on the firm’s Bank Loan strategy. Prior to joining the firm, Zhang worked at Goldman Sachs, where he worked in the Debt Underwriting Group.

About Aristotle Pacific Capital

Aristotle Pacific Capital is a Newport Beach, California-based registered investment advisor that actively invests in credit securities based on fundamental credit analysis with the objective of identifying and realizing relative value. The firm manages credit strategies across floating-rate loans, CLOs, multi-sector, high-yield, investment-grade, and short-duration bonds. Visit AristotlePacific.com for more information.

About Aristotle Funds

Aristotle Funds, with approximately $16.37 billion in assets (as of Jan. 31, 2025), is a family of mutual funds designed for growth, income generation, and diversification. Its managers implement strategies using highly selective, active, and process-oriented approaches that have stood the test of time. Visit AristotleFunds.com for more information.

Investing involves risk. Principal loss is possible. The Fund is subject to liquidity risk (the risk that an investment may be difficult to purchase, value, and sell particularly during adverse market conditions, because there is a limited market for the investment, or there are restrictions on resale) and credit risk (the risk an issuer may be unable or unwilling to meet its financial obligations, risking default). High-yield/high-risk bonds (“junk bonds”) and floating-rate loans (usually rated below investment grade) have greater risk of default than higher-rated securities/higher-quality bonds that may have a lower yield. The Fund is also subject to foreign-markets risk.

Investors should consider a fund’s investment goal, risk, charges and expenses carefully before investing. The prospectus contains this and other information about the fund and can be obtained at www.aristotlefunds.com. It should be read carefully before investing.

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