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 PLIDX
David Weismiller
Portfolio Manager since 12/31/2010
Senior Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC since 2023.
Mr. Weismiller is the Lead Portfolio Manager for the Short Duration, Core Plus and Investment
Grade Strategies. As the Lead Portfolio Manager, he has final authority over all aspects of the
Fund’s portfolio, including security selection sector allocation and risk positioning. In addition,
Mr. Weismiller covers the utilities sector. Prior to Aristotle Pacific, Mr. Weismiller was
Managing Director and Portfolio Manager of Pacific Asset Management since 2007. He began
his investment career in 1997 and has a BA from the University of California, Santa Barbara and
an MBA from the University of California, Irvine. He is a CFA® charterholder.
Michael Marzouk
Portfolio Manager since 02/05/2016
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.
Brian Robertson
Portfolio Manager since 02/05/2016
Brian is a senior managing director for Aristotle Pacific Capital and also a portfolio manager for the Strategic Credit, High Yield, and Core Plus Strategies. In addition, Brian has credit research responsibilities across select sectors. Prior to being a founding member of Pacific Asset Management (now Aristotle Pacific Capital) in 2007, Brian was a member of Pacific Life’s securities division, overseeing investments in corporate bonds, high-yield, and bank-loan securities from 2003 to 2006. Brian has over 20 years of investment experience. He holds a bachelor’s degree from the University of Michigan. Brian is a CFA charterholder and member of the CFA Society of Orange County.
Ying Qiu
Portfolio Manager since 08/01/2021
Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC. Ms. Qiu is a CoPortfolio Manager on various investment grade portfolios and has credit research responsibilities
focusing on asset-backed securities ("ABS"). Prior to Aristotle Pacific, Ms. Qiu was Managing
Director and Portfolio Manager of Pacific Asset Management since 2016. Prior to joining Pacific
Asset Management, Ms. Qiu was a Senior Vice President, Portfolio Manager and Trader for both
investment grade corporate and ABS with PIMCO since 2008. Ms. Qiu began her investment
career in 1997 and has a BA from Renmin University of China and an MBA from the Emory
University. She is a CFA® charterholder.