Thought Leadership

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AMI Asset Management’s Macro Notes from the CIO – September 2024

By Christian Sessing, CFA Chief Investment Officer | 09/16/2024

The economy continued to weaken in July and August, and...

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Securing Corporate Data in the Age of Rising Global Cyber Threats

By Andrew Zamfotis, CFA Equity Portfolio Manager | 09/04/2024

In today’s interconnected world, cybersecurity has become a critical concern...

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The Skinny on Weight Loss Drugs and the Food Industry

By Richard Schimbor CFA Senior Equity Analyst | 09/04/2024

The phenomenal growth of GLP-1s, or weight loss drugs, has...

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AMI’s Investment Team discusses the impact of Artificial Intelligence on the markets and society at large.

By Andrew Zamfotis, CFA Equity Portfolio Manager | 06/26/2024

Over the past year or so, the financial markets have...