THE THREE PILLARS OF ALTA
The essence of our investment philosophy rests on three pillars: profitability, growth and valuation. These pillars define our search for ‘quality’. A quality company in an Alta portfolio is profitable throughout the economic cycle, exhibits the ability to grow and sustain earnings, consistently growing its free cash flow, at an attractive valuation.
We invest with a ‘business owner’ mentality. This has led us to low turnover of high-quality companies most likely to deliver secular earnings and free cash flow growth.
A QUALITY COMPANY WILL DEMONSTRATE:
• Profitability throughout the cycle
• A wide economic moat
• Sustainable, secular growth
• Financial flexibility
• An attractive valuation
A DISCIPLINED PROCESS
LEADS TO OUR STRATEGIES