Sean M. Thorpe discusses Aristotle Capital Management, LLC and the International Equity Strategy. Mr. Thorpe’s investment philosophy is made up of four components. First, he only invests in high-quality businesses. Second, he looks for opportunities globally, and analysts are charged with covering a sector rather than a specific region. Third, he invests with a long-term view. Fourth, he runs a concentrated portfolio of 30 to 40 holdings. In addition to these four components, Mr. Thorpe thinks of himself as an investor in a business, not a trader of stocks. He uses a methodical, patient approach and his turnover in the portfolio is low. Rather than try to predict economical or political outcomes, Mr. Thorpe sticks to what he knows and what he can control. He aims to generate solid returns by focusing on great companies that are trading at a discount.
Full interview available here.
Alberto Jimenez Crespo of Aristotle Capital Management Bangs the Table for Samsung Electronics
August 08, 2017
Gregory Padilla of Aristotle Capital Bullish on Selected Japanese Equities
August 08, 2017
Interview Highlights: Martin H. Bergin of DUNN Capital Management on Investing Strategies
August 09, 2016
Interview Highlights: Michael Johnson of Tributary Capital Management on Investing Strategies
August 19, 2016
Interview Highlights: Joan E. Lappin of Gramercy Capital Management Corp on Investing Strategies
August 19, 2016
