ACM Investment Strategy

Objective

• Equity Strategy- long term growth of capital by investing in attractive businesses at a discount to conservatively estimated intrinsic value
• Balanced Strategy– generate attractive returns by balancing risk and reward by combining our equity strategy with investments in undervalued fixed income securities 

Approach

• Security selection through rigorous fundamental analysis to exploit inefficiencies in the market

• Multi-year view applied to analysis, refined quarterly or with new data points considered to be material

Process & Criteria

• Methodical, repeatable - continuously looking for new ideas
• Well defined quantitative criteria, supported by rigorous fundamental research 

Portfolio Construction

• Concentrated portfolio - why own your 100th best idea when you can own more of your best idea?
• Strict adherence to sell discipline
  
  

ACM's disciplined investment strategy enables us to ignore the 'noise' and 

focus on generating attractive long-term investment results

ACM offers 3 investment strategies:

ACM Small Cap

The Small Cap strategy invests in companies with market capitalizations below $2B (at the time of initial purchase) that have attractive long-term prospects, strong fundamentals, and superior management at a discount to our estimate of intrinsic value.

ACM All Cap

ACM Balanced 

The Balanced strategy invests in securities that offer an attractive return by balancing risk and return with a focus on capital preservation and capital appreciation. Allocations between asset classes are customized to meet the risk tolerance and investment goals of each client.