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 |
Brief Sheet |
Mutual Fund |
Fund Materials |
All-Cap Strategy
Concentrated portfolio of 30 to 35 domestically-traded companies across the market capitalization spectrum.
Separately Managed Account |
Brief Sheet |
Select Strategy
Concentrated portfolio of 20 domestically-traded mid- and large-cap companies.
Separately Managed Account |
Brief Sheet |
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 |
SMID Strategy
A portfolio of 30 to 35 domestically-traded mid- and large-cap companies.
Separately Managed Account |
Brief Sheet |
Mutual Fund
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