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Aristotle Core Income Fund Class I-2 (PLIDX)

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9.52 +0.06 +0.63%

14/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 2.09B

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PLIDX Overview

On this page you'll find an in-depth profile of Aristotle Core Income Fund Class I-2. Learn about the key management, total assets, investment strategy and contact information of PLIDX among other information.

Contact Information

Address P.O. Box 2175
Milwaukee,WI 53201-2175
United States

Phone -

Web www.aristotlefunds.com

Top Executives

Name	Title	Since	Until
Ying Qiu	Managing Director	2021	Now
Biography	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.
Brian Robertson	Senior Managing Director, Portfolio Manager	2016	Now
Biography	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.
Michael Marzouk	Director	2016	Now
Biography	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.
David Weismiller	Managing Director	2010	Now
Biography	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.
Jason R. Rosiak	Senior Managing Director, Portfolio Manager	2010	2016
Biography	Rosiak is a senior managing director and portfolio manager of Pacific Asset Management since 2007. He has responsibility for overseeing Pacific Asset Management’s portfolio management activities. Prior to Pacific, he was an executive director of UBS Investment Bank from 2006 to 2007 and senior vice president of PIMCO serving as a leveraged loan portfolio manager and head of high yield trading from 1996 to 2005. He has a BA from the University of California, Los Angeles and an MBA from the University of Southern California.

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