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Always looking for that óne company that can positively surprise?
Successful investing is a discipline. Relentless persuit or perfection. A company is worth what you can earn with it in the future. The better you can estimate future cash flows, the closer you get to the real value (intrinsic value). If the market temporarily doesn't think so and prices it lower, this is a good time to step in. The greater the difference, the safer the investment. Only time then ensures that the actual value is found again.
At ACM we are interested in the intrinsic value. And in particular the factors that increase the intrinsic value in the future. This is how we find the most improving growth companies. These are the companies you would like to have in your portfolio.
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