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ACM Investment Process 

Equity Criteria


  • Low Price Multiple
  • High ROE
  • Clean Balance Sheet
  • Positive Free Cash Flow
  • Discount to Intrinsic Value



  • Growing faster than inflation
  • Competitive Advantage
  • Management Integrity


Special Situations

  • Cyclical - ability to meet criteria through cycle
  • Turnaround/Restructuring

Balanced Criteria

  • Equities candidates that meet ACM criteria
  • High Quality Bonds
  • Fixed Income ETFs
  • Fixed Income Mutual Funds
  • Diversification across security types and maturities