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 |
