As long-term investors, AIMC conducts direct, fundamental research to identify, purchase and hold companies that will provide real inflation adjusted returns that are consistent with the client's performance benchmark.
Each equity portfolio is tailored to reflect the individual client's performance objectives and risk tolerance. Securities are selected using a bottom-up process that emphasizes the fundamentals of each company. Portfolios include primarily mid-size and large stocks representing several market sectors.
Selection Criteria
- Business models that produce consistent, sustainable revenue growth
- Strong earnings growth driven primarily by revenue growth
- Financially strong with high quality balance sheets
- Leading market share within an industry
- Substantial ownership by company management
- Reasonable valuation
Transaction Criteria
Buy:
Companies with attractive price/earnings multiples relative to the long-term earnings growth rate are purchased and held.
Sell:
Companies are sold when fundamental changes threaten the firm's long-term growth potential.
