Disclaimer

By selecting this link,  you are leaving ABLS & Co. internet website.  This link is provided for informational purposes only.  ABLS & Co. is not responsible for the content within this linked site and no endorsement of their content is implied.

If you are leaving to view a video on a third-party website, the views expressed in the video are as of the date in the broadcast.  The positions expressed in this material are those of the author and may or may not be consistent with the views of ABLS & Co. and its subsidiaries and affiliates ("ABLS"), and are intended for informational purposes only.  Information contained herein is based upon various sources believed to be reliable and are subject to change without notice.  Furthermore, these positions are not intended to predict or guarantee the future performance of any currencies or markets.  This material should not be construed as research, or as as investment, legal or tax advice, nor should it be considered information sufficient upon which to base and investment decision.  ABLS is not affiliated with the third-party site.

Continue
Client Icon
Menu Icon Menu
Menu

Public Equity

Investment Management at ABLS takes a low-risk approach to equities investing, led by consistent, objective, and rational decision-making. Our portfolio is subjected to a strict set of investing criteria with the goal of generating good risk-adjusted returns for our clients over time.

Our guiding principles are as follows:

  • Invest in well-established, cash-generating companies that are market leaders in key products and services.
  • Require that investments be purchased at a discount to our assessment of intrinsic value* at the time of purchase (e.g., a margin of safety** in the stock price).
  • Invest in a small number of companies to reduce the risk of unanticipated company-specific problems, and only in companies that meet stringent business and value standards.
  • Think like a business owner or operator by retaining a stake in a company for a long time to compound wealth and lower transaction expenses.

Learn about how we balance environmental, social and governance (ESG) concerns.

U.S. Large-Cap Equity

Domestic large-cap equity strategy that aims to invest in established, cash-generative businesses primarily in North America

Global Equity

Global equity strategy that aims to invest in leading providers of essential products and services that are domiciled in North America and internationally

U.S. Small & Mid-Cap Equity

Small & mid-cap equity strategy that aims to invest in a select number of out-of-favor or under-followed companies

* ABLS's estimate of the present value of the cash that a business can generate and distribute to shareholders over its remaining life.
* *A margin of safety exists when we believe there is a significant discount to intrinsic value at the time of purchase- we aim to purchase at 75% of our estimate to intrinsic value or less.

NOT FDIC INSURED   NO BANK GUARANTEE   MAY LOSE VALUE