Wealth & Money Management Awards 2015

Best Small Cap Growth Equity Strategy, and Best Institutional Fund: AMI Large Cap Growth Fund

AMI Asset Management is a Los Angeles based registered investment advisor with more than $1.3 billion in AUM.  AMI manages three equity investment strategies including U.S. small, large and SMID capitalization growth equity.  AMI is 100% employee owned, has been profitable since inception and claims compliance with the Global Investment Performance Standards (GIPS®).

The three strategies include:

•Large Cap Growth Equity – The firm’s flagship strategy. It has been in existence since the company’s inception in 1998.  This strategy focuses on investing in growing domestic companies with a market capitalization ideally between $5 billion and $200 billion.  As of 6/30/14, this strategy had approximately $841 million in assets under advisement.

•Small Cap Growth Equity – Launched in 2008, this strategy focuses on investing in growing domestic companies with a market capitalization between $100 million and $3 billion.  As of 6/30/14, this strategy had approximately $207 million in asset under advisement.

•SMID Cap Growth Equity – This strategy was started in the first quarter of 2013.  It focuses on investing in growing domestic companies with a market capitalization between $100 million and $10 billion.  As of 3/31/14, this strategy had approximately $42 million in AUM.

AMI believes that in order to generate superior long term returns, a strategy must not only perform well in bull markets, but also maintain capital in bear markets.  We strive to achieve this goal by utilizing a unique form of a GARP strategy which focuses on investing in companies with recurring revenue business models.   We define recurring revenue business models as those with products and services that have a short life span (less than 2 years), and thus must be replaced frequently.  We believe that a recurring revenue business model allows a company to grow at a more predictable and sustainable rate and reduces volatility in their earnings. 

Tel: +1 424 320 4000

Email: [email protected]

Address: 10866 Wilshire Blvd, Suite 770

Los Angeles, CA 90024

Web: www.amiassetmanagement.com