AMI Asset Management has developed three equity strategies to assist institutions with their equity allocations. Whether you are a taxable or tax-exempt entity, our strategies endeavor to help you maximize returns while still maintaining a low risk profile. The strong performance of our equity portfolios is due to a disciplined GARP strategy that focuses on investing in companies with recurring revenue business models. These strategies typically exhibit a lower standard deviation than their benchmarks with the goal of generating superior risk-adjusted returns.
We take a true long term approach as our strategies work best over multiple market cycles.