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 09/30/19. The fund's latest filing disclosed 215MM in positions, representing 50% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/02 to 09/30/19. The fund's latest filing disclosed 215MM in positions, representing 50% of the manager's regulatory AUM.
AMI INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AMI INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 8.82% | Financials | 5.45% | -0.07% | 0 | 29% | ||
| SCHX | 7.14% | ETF | 5.16% | 0% | 0 | 5% | ||
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FEATURED IN
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 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
KENDALLVILLE, Indiana
UNITED STATES, 46755
AMI INVESTMENT Contact Information
Phone Number: 260-347-1281
Fax Number: 260-347-1282
Website: http://www.amiinvestment.com
Fax Number: 260-347-1282
Website: http://www.amiinvestment.com
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