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

Large-Cap Strategy

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

Separately Managed Account
Brief Sheet
Mutual Fund
Fund Materials
All-Cap Strategy

All-Cap Strategy

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

Separately Managed Account
Brief Sheet
Select Strategy

Select Strategy

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

Separately Managed Account
Brief Sheet
Quality Dividend Growth

Quality Dividend Growth

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

Separately Managed Account
Brief Sheet

HOW TO INVEST:

Separately
Managed Account

Brief Sheet

Mutual Fund

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HOW TO INVEST:

Separately
Managed Account

Brief Sheet

HOW TO INVEST:

Separately
Managed Account

Brief Sheet