The Power of Patience: Recent Episodes
Aristotle
Welcome to "The Power of Patience", Aristotle’s podcast where we share our views on topics actively explored both by our investment teams and across our organization.
In this clip of Episode 10.2 of "The Power of Patience", we speak with Aylon Ben-Shlomo, CFA, Managing Director at Aristotle Capital, about AI and how it may impact companies in Japan.
For additional disclosures please refer to www.aristotlecap.com.
In this clip of Episode 10.1 of "The Power of Patience", we speak with Aylon Ben-Shlomo, CFA, Managing Director at Aristotle Capital about changes being implemented by the Tokyo Stock Exchange and what that may mean for value investors.
For additional disclosures please refer to www.aristotlecap.com.
In Episode 9 of “The Power of Patience”, we speak with Thomas Hynes, Jr., CFA, Managing Director and Portfolio Manager at Aristotle Atlantic Partners. He discusses why he believes identifying secular themes through fundamental, bottom-up, research of companies can lead to long-term investment opportunities.
For additional disclosures please refer to www.aristotlecap.com.
In Episode 8 of "The Power of Patience", we speak with Maria Katsileros, Client Portfolio Manager at Aristotle Capital Boston. Maria shares her thoughts on the current state of U.S. small cap stocks, opportunities versus their larger peers, and why small caps deserve a place in portfolios today. For additional disclosures please refer to www.aristotlecap.com.
In this episode, Aristotle Capital’s Catalina Llinás, CFA, co-Chief Investment Officer, speaks with Greg Padilla, CFA, Portfolio Manager on the firm’s Value Equity and Global Equity portfolios. They discuss the energy transition currently underway and the development of alternative sources of energy.Greg provides his insight on the transition to clean energy sources, as well as his perspective on decarbonization, electrification and the state of the energy sector. Additionally, he shares a story about a recent research trip to Guyana, in which he met with the country’s President Irfaan Ali and Vice President Bharrat Jagdeo, as well as several energy companies based there.
In Episode 6 of "The Power of Patience", we speak with Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management. He shares insights on his recent paper about catalysts and the instrumental role they play in the investment process.
In Episode 5 of "The Power of Patience", we speak with Dominic Nolan, CFA, CEO of Aristotle Pacific. Dominic discusses the recent addition of the liquid credit specialist to the Aristotle family and what he believes makes Aristotle Pacific unique. He also discusses the Federal Reserve’s battle against inflation, the current state of fixed income markets in 2023 and where he sees potential opportunities for patient investors.
In this episode, we speak with Nicholas Daft, Director and Senior Research Analyst at Aristotle Atlantic. He shares his insights on why he believes cybersecurity is an important secular theme, shedding light on its evolution as businesses embrace digital transformation. Nicholas highlights the growing frequency, complexity, and cost of cyberattacks, emphasizing why he believes it will necessitate investment in next-generation cybersecurity technology. Lastly, he explains why he believes certain market segments stand to gain from the continued investment in next-generation security software to combat cyber threats.
In Episode 3 of "The Power of Patience", Catalina Llinás, CFA, co-Chief Investment Officer of Aristotle Capital talks to Alberto Jimenez Crespo, Portfolio Manager and Senior Research Analyst about Uranium, what it is and why it is important.
Alberto gives an educational overview of what Uranium is, how it is mined, where it can be found and why it is important in the Climate Change discussion as a clean energy alternative. He also dispels the myths about the danger of its use as an energy source and shares a story about visiting uranium mines in Kazakhstan.
In Episode 2 of "The Power of Patience", we speak with John Quan, Managing Director and Chief Technology Officer At Aristotle Capital. John discusses what is cybersecurity, what are the threats and where are they coming from, and some steps to mount an effective defense, and technologies and policies to keep data and systems safe.
In Episode 1 of "The Power of Patience", we speak with Aylon Ben-Shlomo, CFA, Managing Director at Aristotle Capital. Aylon explains how Aristotle Capital believes a diversified global portfolio of high-quality businesses can provide protection in an inflationary environment.
While the term “quality” is common in the investment management industry, there is no agreed upon universal definition. Aylon explains how Aristotle Capital defines quality and how the investment team identifies high quality companies that can remain high-quality regardless of the macroeconomic or political environment.
In the inaugural episode of Aristotle Capital’s "The Power of Patience", we speak with Catalina Llinás, CFA, co-Chief Investment Officer of Aristotle Capital and chair of Aristotle’s Investment Risk Committee, and Rob Womack, the Chief Innovation Officer at Aristotle Capital. Catalina and Rob discuss the history of Aristotle, provide a broad overview of the organization and introduce Aristotle’s upcoming podcast series.
We learn more about Aristotle’s founders’ long history together and Aristotle’s growth into a family of four independent registered investment advisors, specializing in equity and fixed income portfolio management for institutional and advisory clients worldwide. We also discuss the firm’s mission to help our clients reach their long-term financial goals through active portfolio management using our research-driven investment framework. Finally, we discuss what Catalina and Rob believe has led to the firm’s success in recent years as well as what they believe the future holds for Aristotle.