Strategies

AMI Asset Management has developed seven equity and fixed income strategies to assist our clients in constructing their investment portfolios.

 

Equity Strategies

 

Large Cap Growth Equity

AMI’s Large Cap Growth Strategy aims to provide returns that exceed the Russell 1000 Growth and S&P 500 indexes over the long-term while maintaining a lower risk profile.    AMI strives to achieve this by utilizing a unique form of a GARP strategy that focuses on investing in companies with recurring revenue business models.  The strategy focuses on investing in quality growing companies with a market capitalization between $3 billion and $500 billion.

 

Small Cap Growth Equity

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.  AMI strives to achieve this by utilizing a unique form of a GARP strategy that focuses on investing in companies with recurring revenue business models.  The strategy focuses on investing in quality growing companies with a market capitalization between $100 million and $3 billion.

 

SMID Cap Growth Equity

AMI’s Small-To-Mid Cap Growth Strategy aims to provide returns that exceed the Russell 2500 Growth Index over the long-term while maintaining a lower risk profile.  AMI strives to achieve this by utilizing a unique form of a GARP strategy that focuses on investing in companies with recurring revenue business models.  The strategy focuses on investing in quality growing companies with a market capitalization between $100 million and $12 billion.

 

 

 

Fixed Income Strategies

 

Taxable Fixed Income

AMI’s Taxable Fixed Income objective is to provide current income consistent with preservation of capital and growth of capital as a secondary objective.  It is suitable for most taxable and tax-exempt investors looking for diversification from their equity exposure as well as those desiring a high degree of current income.

 

Tax-Exempt Fixed Income

The investment objective of AMI’s tax-exempt fixed income product is to provide an investment vehicle for taxable individuals and corporations which strives to achieve superior after-tax returns compared to U.S. Government, Agencies and corporate bonds having similar credit and maturity characteristics. This product is suitable for investors looking for high after-tax income relative to other high quality debt securities, and who desire portfolio diversification, especially with respect to other income producing investments.

 

High Yield Fixed Income

AMI’s High Yield Fixed Income objective is to provide growth of capital with income as a secondary objective.  It is suitable for most taxable and tax-exempt investors looking for diversification from their equity and investment grade fixed income exposure as well as those desiring a high degree of current income.