Ami Asset Management Corp.
AMI Asset Management Corp is an independent investment management firm headquartered in Los Angeles, California, specializing in investment strategies for recurring revenue companies and high-quality growth equities. Established in 1994, AMI operates as an SEC-registered investment adviser with approximately 15 employees (mostly investment professionals) serving high net worth individuals, charitable organizations, pension plans, and families. The firm focuses on long-term investment objectives for institutions, families, and small businesses.
Investment Strategy
AMI Asset Management employs a quality-driven, long-term investment approach focused on identifying and investing in recurring revenue companies with enduring business models and strong financial characteristics. The firm emphasizes growth through stability and risk management by maintaining high standards for fundamental analysis and portfolio construction, serving a diverse client base including institutions and high-net-worth individuals.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.90% | $123.6M | 238,643 | $126.28 | $517.95 | +$2.5M |
A AAPL | APPLE INC | 6.80% | $121.8M | 478,170 | $29.02 | $254.63 | +$21.7M |
G GOOGL | ALPHABET INC CLASS A | 6.53% | $116.9M | 480,870 | $46.30 | $243.10 | +$30.4M |
N NFLX | NETFLIX INC | 5.08% | $91.0M | 75,876 | $638.00 | $1198.92 | -$12.3M |
P PWR | QUANTA SVCS INC | 4.72% | $84.5M | 203,882 | $123.87 | $414.42 | +$6.0M |