Search results for Aristotle Capital Management

Aristotle Value Equity WM Composite Portfolio: Q1 2026 Contributors And Detractors

Aristotle Global Equity Advisory Q1 2026 Contributors And Detractors

iCapital Partners with Anthropic for its Next AI Phase

The platform will use Anthropic’s Claude to improve advisor experience and product provider engagement.

AlphaCore Puts Alternatives at the Heart of its Strategy

The La Jolla, Calif. RIA allocates 20% to 25% of client portfolios to private markets, far exceeding industry norms, while maintaining international exposure across asset classes.

CAIS Integrates with Anthropic's Claude

CAIS now joins iCapital in working with Claude on marrying alternative investments with artificial intelligence.

Lido Advisors Acquires $1B Jackson Hole Capital

The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.

Reverence Capital Partners Closes $2B Osaic Recapitalization

Bain Capital will join as a new investor in the recapitalization, with some of the capital supporting Osaic’s organic growth, acquisitions and “other strategic initiatives.”

Zephyr's Adjusted for Risk: Unlocking the Potential of Alternative Real Estate Investments

Argosy Real Estate Partners co-CEO David Butler covers lower middle-market real estate investing and current themes including a post-2022 pricing reset, improving debt-market liqui...

Chevron: Attractive Total Return Potential Over 3- To 5-Year Horizon

Ares Plans a Smaller Private Credit Fund With Less Leverage

A smaller target size means a faster timeline for funds like Ares to raise and deploy capital.

Artisan Value Fund Q1 2026 Commentary

Arax Lures $1.5B Upstate NY Firm from Wells Fargo

The Poughkeepsie, N.Y.-based practice marks Arax's second acquisition in the Hudson Valley region this year. CEO Haig Ariyan previously said the firm was looking to entice W-2 empl...

Ritholtz Wealth Launches Equity SMA With Franklin Templeton

The RIA's new Porterhouse strategy will screen Russell 1000 companies monthly for strong earnings and cash flows, concentrating capital in high-conviction names.

Lazard Opportunistic Strategies Portfolio  Q1 2026 Commentary

Ardian and iCapital Expand Distribution of Ardian Access Evergreen Strategies Through Leading Global Fund Platforms

Ardian, a global private investment firm, and iCapital 1, the global fintech company shaping the future of investing, announced the continued expansion of their partnership with th...

AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans

The three firms are collaborating on ABC [ONE], a portfolio which dynamically adjusts allocations to private credit, real estate and equity based on a participant's retirement stag...

Apollo to Start Reporting Daily Prices for Private Markets

The asset manager plans full transparency across its credit business by September, potentially pressuring competitors to follow suit amid regulatory concerns.

Zephyr's Adjusted for Risk: Building Wealth through Knowledge - Alexis Rosenblum Discusses Community Initiatives

Alexis Rosenblum discusses Capital Group's Community Wealth Council, which pairs nonprofit leaders with pro bono financial advisor mentors to address barriers to wealth-building.

Tax-Managed Long-Short Strategies Gain Traction. Are They Worth the Risk?

Asset managers are rolling out long-short equity strategies to help investors offset capital gains, but the approach comes with higher fees, leverage risks and tracking errors.

Girard, a Univest Wealth Division: Zeroing in On Quality

CIO Timothy Chubb lays out the firm’s investment philosophy, from exposure to international equities to extreme caution on evergreen funds.

Arixa Capital closes $200m residential loan securitisation

Private real estate lender Arixa Capital has closed its second residential transition loan (RTL) securitisation, securing $200m (£148.9m) of investor commitments. The alternative i...

Patient Capital Management Q1 2026 Commentary

Wealth Takeaways from Alts Earning Season

Public alternative asset managers sought to ease concerns about redemptions tied to semiliquid private credit funds while highlighting continued fundraising and strong operational...

Zephyr's Adjusted for Risk: Investment Strategies for Balancing Risk and Return in an Unpredictable Market

XFUNDS CEO David Nicholas on preparing for a potential equity selloff after a strong multi-year run by emphasizing diversification and drawdown risk over volatility.