Fund Inception | 06/29/2012 |
Name of Issuer | Aristotle Funds |
Fund Advisor(s) | Aristotle Investment Services, LLC |
Sub-Advisor(s) | Aristotle Pacific Capital |
Fund Managers for PLFDX
Michael Marzouk
Portfolio Manager since 06/30/2011
Michael is a senior managing director for Aristotle Pacific Capital and also a portfolio manager for the Corporate (Bank) Loan and CLO Strategies, along with those that incorporate bank-loan instruments. Prior to joining Pacific Asset Management (now Aristotle Pacific Capital) in 2007, Michael worked in investment banking, including as vice president in the Leveraged Finance Group at Royal Bank of Scotland. Michael has over 26 years of investment experience. He earned a bachelor’s degree (summa cum laude) in business-economics from UCLA and an MBA from the Anderson School of Management at UCLA. Michael is a CFA charterholder and member of the CFA Society of Orange County.
J.P. Leasure
Portfolio Manager since 06/30/2011
JP is a senior managing director for Aristotle Pacific Capital and member of the firm’s Executive Committee. JP is a portfolio manager for the Corporate (Bank) Loan and CLO Strategies. Prior to being a founding member of Pacific Asset Management (now Aristotle Pacific Capital) in 2007, JP was a senior member of Pacific Life’s credit research team, overseeing investments in corporate bonds, high-yield, and bank-loan securities from 1997 to 2006. Prior to joining Pacific Life, JP was a member of Credit Lyonnais’ Leveraged Finance Group. JP has over 27 years of investment and banking experience and holds a bachelor’s degree from UCLA and an MBA from Columbia University.
Tommy Zhang
Portfolio Manager since 03/01/2025
Tommy is a portfolio manager on Aristotle Pacific Capital’s Corporate (Bank) Loan Strategy and Trestles CLO Strategy and a senior research analyst who previously served as an associate portfolio manager on the firm’s Bank Loan Strategy. Tommy also covers the building materials and home builders sector. Prior to joining Pacific Asset Management (now Aristotle Pacific Capital), Tommy spent two years at Goldman Sachs, where he worked as an associate in the Debt Underwriting Group. At Goldman, he was involved in the underwriting and origination of loans for the consumer retail and healthcare sectors. Prior to that, he was an associate in KPMG’s Advisory practice. Tommy has more than 11 years of investment experience. He earned a bachelor’s degree in economics from UCLA. He is a CFA charter holder, a member of the CFA Society of Orange County, and a certified public accountant (inactive).
C. Robert Boyd
Portfolio Manager since 03/01/2025
Senior Managing Director, Head of Credit Research and Portfolio Manager of Aristotle Pacific
Capital, LLC since 2023. Mr. Boyd has responsibility for overseeing all credit research activities
for Pacific Asset Management. Mr. Boyd is a member of the high yield portfolio management
team and provides research and analysis of investments in the leisure sector. Prior to Aristotle
Pacific, Mr. Boyd was Managing Director of Pacific Asset Management since 2017 and Portfolio
Manager of Pacific Asset Management since 2014. Prior to joining Pacific Asset Management, he
was a vice president, Credit Analyst and Bank Loan Portfolio Manager at PIMCO since 1998. He
began his investment career in 1998 and has a BA from California State University, Long Beach
and an MBA from the University of Southern California.