AMI Asset Management Equity Strategies
Large Cap
Growth Equity
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AMI’s Large Cap Growth Strategy aims to provide returns that exceed the Russell 1000 Growth Index over the long-term while maintaining a lower risk profile. The strategy focuses on investing in quality growing companies with a market capitalization typically above $5 billion.
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Small Cap
Growth Equity
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AMI’s Small Cap Growth Strategy aims to provide returns that exceed the Russell 2000 Growth Index over the long-term while maintaining a lower risk profile. The strategy focuses on investing in quality growing companies with a market capitalization typically between $500 million and $5 billion.
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Core Taxable
Fixed Income
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AMI’s Core Taxable Fixed Income objective is to provide strong risk adjusted returns and current income. This strategy focuses on corporate, taxable municipal, and treasury bonds.
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Tax Exempt
Fixed Income
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AMI’s Tax-Exempt Fixed Income seek to provide superior after-tax returns. This strategy focuses on essential service issuers and Mello-Roos bonds.
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High Yield
Fixed Income
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AMI’s High Yield Fixed Income objective is to provide income and growth of capital. This strategy focuses on smaller BB rated corporate bonds and special situations.
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Click here for General Disclosures & Composite Performance Summary
