AMI INVESTMENT Overview

Ami Investment Management Inc is an investment advisor that manages 428.8 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/02 to 09/30/16. The fund's latest filing disclosed 142MM in positions, representing 33% of the manager's regulatory AUM.

AMI INVESTMENT StockAlpha

+0.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AMI INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 9.18% ETF 2.5% 0% 0 29%
SCHX 8.91% ETF 2.54% 0.01% 0 3%
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AMI INVESTMENT Founders and Key Employees

Name Title In Position Since
Michael D. Axel President May-1995
Erica A. Gulick Chief Compliance Officer May-2011

AMI INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

AMI INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

AMI divides its research efforts into three different buckets: fixed income, equities (stocks), and external managers. In each case, AMI relies on bottom-up research as opposed to top-down decision making, meaning that our investment activity is driven by our fundamental research on the underlying investment security, not macroeconomic considerations. We are generally value investors, meaning
that we attempt to buy investments at a discount to our estimate of intrinsic value. The main sources of information that we use include, but are not limited to: interviews with company management, annual reports, prospectuses, filings with the Securities and Exchange Commission, company press releases, financial newspapers, financial magazines, inspection of corporate activities and research materials prepared by others. Although our research across the buckets listed above is largely similar, clients may find it useful t...
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AMI INVESTMENT Portfolio Concentration

AMI INVESTMENT Location

710 N KRUEGER STREET
KENDALLVILLE, Indiana
UNITED STATES, 46755

AMI INVESTMENT Contact Information

Phone Number: 260-347-1281
Fax Number: 260-347-1282
Website:

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