AMI Asset Management Corp.

Overview

AMI Asset Management Corp. is an independent investment management firm based in Los Angeles, California, specializing in recurring revenue companies. Founded in 1994, the firm manages assets on behalf of wealth managers, charities, endowments, religious organizations, public plans, and various institutions. Their investment philosophy emphasizes stability and consistent growth through business models that generate recurring revenue, aiming to provide excellent risk-adjusted returns. The firm's investment strategies include Large Cap Growth Equity, Large Cap Equity Income, and Small Cap Growth Equity, focusing on high-quality companies with recurring revenue models and strong growth potential. They employ a Growth at a Reasonable Price (GARP) strategy, emphasizing valuation discipline and risk mitigation, demonstrated through strong performance in bear markets. Their portfolios are concentrated with 30-35 positions, allowing for deep conviction in each holding and close engagement with management teams. With over 28 years of experience, AMI Asset Management has demonstrated a proven track record of disciplined performance through various market cycles. They emphasize downside protection and meticulous risk management, striving to preserve and grow capital across different market conditions. The firm's goal is to deliver consistent returns in favorable years while actively focusing on risk management during market downturns, as exemplified by their outperformance in down markets.

Investment Focus

• Accredited investors only
• Institutional investors preferred

Portfolio Companies