Always looking for that one company that can positively surprise

Successful investing is a discipline. Relentless pursuit of perfection. A company's worth is equal to its future cash flows. The better you can estimate these cash flows, the closer you get to the true value (intrinsic value). If the market temporarily doesn't agree and prices it lower, that would be a good time to get in. The greater the difference, the safer the investment. Time then ensures that the true value is reached.

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At ACM we are interested in intrinsic value. And in particular the factors that can increase the intrinsic value in the future. This is how we find the those companies that have the most potential, exactly those which you would like to have in your portfolio.