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.
Where The Boom No One Expected Gets Its Legs
The U.S. economy has been much stronger than expected in 2023. As measured by gross domestic product, the U.S. is growing even though residential housing construction, a key driver of previous U.S. expansions, has been in a slump.