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acr-invest.com

Equity Quality Return (EQR) - Principles

http://www.acr-invest.com/strategies/equity-quality-return/principles.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Equity Quality Return (EQR) - Principles. Our investment philosophy is rooted in principles essential for successfully evaluating fundamental value and risk, which we believe is the key to investment success. Our orientation is that of a private investor buying a select group of quality businesses with solid operating characteristics, rather than a style sensitive portfolio manager concerned about price fluctuations relative to a benchmark.

acr-invest.com

Alpine Capital Research - Team

http://www.acr-invest.com/firm/team.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Alpine Capital Research - Team. Senior Management and Investment Committee Members. Nicholas Tompras, CFA. Willem Schilpzand, CFA. Tim Piechowski, CFA. Managing Director, Financial Intermediaries. To review Darryl's background as an investment professional please visit FINRA's BrokerCheck. Managing Director, Institutional Client Relations. To review Chris' background as an investment professional please visit FINRA's BrokerCheck.

acr-invest.com

Equity Quality Return (EQR) - Investment Criteria

http://www.acr-invest.com/strategies/equity-quality-return/investment-criteria.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Equity Quality Return (EQR) - Investment Criteria. Reliable long-term cash income generation. Management is competent and forthright. Debt can be serviced regardless of economic conditions. Capital is productively employed or returned to shareholders. Stock price is significantly less than our appraisal of fundamental value. High probability of achieving required absolute return.

acr-invest.com

Equity Quality Return (EQR) - Objective

http://www.acr-invest.com/strategies/equity-quality-return/eqr-objective.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Equity Quality Return (EQR) - Objective. EQR’s objective is to preserve capital from permanent loss during periods of economic decline while providing an absolute return above the cost-of-capital and a relative return above the market average in the long run. Alpine Capital Research is a member of Alpine Investment Management, LLC Group, a registered investment advisor.

acr-invest.com

Equity Quality Return (EQR) - Sell Discipline

http://www.acr-invest.com/strategies/equity-quality-return/sell-discipline.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Equity Quality Return (EQR) - Sell Discipline. Rationale for purchase no longer valid. Significant price increase coupled with opportunity to buy an undervalued security. Reduction of over-weighted positions in portfolio. Alpine Capital Research is a member of Alpine Investment Management, LLC Group, a registered investment advisor.

acr-invest.com

Alpine Capital Research - Narrative

http://www.acr-invest.com/principles/narrative.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Alpine Capital Research - Narrative. Intrinsic value and risk is our focus when evaluating investments. Intrinsic, or fundamental, value is the cash generated by an enterprise or asset over its useful life. Intrinsic value is earned in the future as dividends, interest and principal are paid, or when retained earnings are successfully reinvested. Market price, therefore, is not a barometer we use to evaluate corporate performance. Our ...

acr-invest.com

Equity Quality Return (EQR) - Key Facts

http://www.acr-invest.com/strategies/equity-quality-return/fact-sheet.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Equity Quality Return (EQR) - Key Facts. Preserve capital from permanent loss during periods of economic decline while providing a return above the market average in the long term. Portfolio construction driven primarily by company quality and valuation. No restriction on company size. Benchmark advantage to a wide variety of indices. Nicholas Tompras, CFA. Willem Schilpzand, CFA. Tim Piechowski, CFA. Fundamental valuation based strategy.

acr-invest.com

Alpine Capital Research - Overview

http://www.acr-invest.com/firm/overview.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Alpine Capital Research - Overview. ACR’s mission is to protect and maximize our investors' purchasing power through integrity with essential investment principles and excellence in valuation and advice. Valuation excellence requires the right investment principles and analytical framework, as well as the discipline and capacity to execute. Ultimately, valuation excellence is evidenced in our long term investment performance record. You ar...

acr-invest.com

Equity Quality Return (EQR) - Philosophy

http://www.acr-invest.com/strategies/equity-quality-return/philosophy.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Equity Quality Return (EQR) - Philosophy. Portfolio construction driven mostly by company quality and valuation. Bottoms up approach-emphasis on buying individual stocks regardless of sector/industry. Long term investing (10 year holding period, 30 year fundamental valuation). No restrictions on company size; provides flexibility and diversification. This approach offers a higher probability of success.

acr-invest.com

Alpine Capital Research - News

http://www.acr-invest.com/news.html

EQR (Equity Quality Return). MQR (Multi-Strategy Quality Return). Alpine Capital Research - News. ACR Alpine Capital Research Hires Steve Mace as Executive Vice President Overseeing ACR’s Business Growth and Operations June 14, 2016. ACR Alpine Capital Research ranks as one of the top-performing equity managers of the past decade by Informa Investment Solutions' PSN manager database as of December 31, 2015. The Wall Street Transcript discusses. Five Core Principles to Investing.