AMI Asset Management Equity Strategies
Large Cap Growth Equity
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.
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. The strategy focuses on investing in quality, growing companies with a market capitalization typically between $500 million and $5 billion.
AMI Asset Management Fixed Income Strategies
Core Taxable Fixed Income
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.
Tax Exempt Fixed Income
AMI’s Tax-Exempt Fixed Income seeks to provide superior after-tax returns. This strategy focuses on essential service issuers and Mello-Roos bonds.
High Yield Fixed Income
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.