A DISCIPLINED
PROCESS DRIVEN
BY CONSISTENCY

At Alta Capital, we are highly disciplined and consistent in our approach. The process, established in 1981, continues today, non-negotiable and unchanged. The fruits of our process are robust strategies made up of our highest conviction ideas.

Each of our strategies incorporates the core elements of our investment approach:

• Quality factors are key to long-term alpha generation
• Growth in earnings and free cash flow drives stock prices
• Earnings quality is assessed through free cash flow analysis
• Market mispricing of a company’s long-term intrinsic value creates opportunities

US EQUITY

HOW TO INVEST

Large-Cap Strategy

Concentrated portfolio of 30 to 35 domestically-traded mid- and large-cap companies.

Separately Managed Account

Mutual Fund

All-Cap Strategy

Concentrated portfolio of 30 to 35 domestically-traded companies across the market capitalization spectrum.

Separately Managed Account

UCITS Fund

Select Strategy

Concentrated portfolio of 20 domestically-traded mid- and large-cap companies.

Separately Managed Account

Quality Dividend

Concentrated portfolio of 20 to 25 domestically-traded mid- and large-cap companies with consistent dividend growth.

Separately Managed Account



GLOBAL EQUITY

HOW TO INVEST

Emerging Markets

Concentrated portfolio of 25 to 30 globally-traded companies exposed to growth trends in emerging markets. Biased to mid- and large-cap companies.

Separately Managed Account

Global Fundamental

Concentrated portfolio of 20 to 25 globally-traded mid- and large-cap companies.

Mutual Fund

Separately Managed Account

HOW TO INVEST:

Separately
Managed Account

Brief Sheet

HOW TO INVEST:

Separately
Managed Account

Brief Sheet

HOW TO INVEST:

Separately
Managed Account

Brief Sheet

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