Growth

At a Reasonable
Price

FOCUS ON CAPITAL PRESERVATION

AMI Asset Management has developed a U.S. large cap growth and a U.S. small cap growth strategy which focus on superior long-term performance, while minimizing downside risk. This performance is generated through utilizing a disciplined GARP strategy that focuses on investing in companies with recurring revenue business models, which AMI defines as having products and services that are utilized within a two-year period of time. The equity strategies look to keep pace with their benchmarks in bull markets and are designed to protect capital in down cycles.  Additionally, a separate fixed income team manages core taxable, tax-exempt and high yield strategies on behalf of institutions and high net-worth clients.

Investment Updates

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