Performance Highlights
Strong downside protection demonstrated across multiple bear markets
$2.2B
Assets Under Advisement (AUA)*
*Assets under management and model based assets
as of 6/30/25
500+
Families & Institutions
27+
Years of Experience
Downside Capture Ratio
62%
vs. Russell 1000 Growth, 1/1/98 - 6/30/25
Our goal is to deliver consistent returns in good years while actively focusing on risk management during market downturns. Our strategies are designed to have less downside exposure, as exemplified by our outperformance in down markets.
Outperformance in Recent Downturns
+36.52%
excess return
+14.64%
excess return
+14.20%
excess return
+16.41%
excess return
+0.99%
excess return
+8.53%
excess return
As of 6/30/25. Past performance is not an indication of future returns. Net returns are based on an annual fee of 1.00%. The above information is based on the Domestic Large Cap Growth Composite, includes the reinvestment of dividends and other earnings, and client accounts may vary. A down market refers to any market in which the return of the Russell 1000G is negative. It should not be assumed that the strategy’s performance in the future will equal or exceed the benchmarks’ performance in down markets.
Our Team
Experienced professionals with deep expertise in conservative growth company investing.
Bill Tanner
Founding Partner
Matt Humiston
President
Chris Sessing, CFA
Portfolio Manager
Andy Zamfotis, CFA
Portfolio Manager
About AMI Asset Management
Founded in 1994, AMI Asset Management is an independent investment management firm specializing in recurring revenue companies.
Read Our Full StoryEmployee-owned firm aligned with client interests
27+ years of disciplined performance through market cycles