We’ve made a difference for clients for over 30 years by finding undervalued companies and investing with conviction.
Adam Karr – Extreme Alignment at Altair
Altair President, Adam Karr, chats to Ted Seides from the Capital Allocators podcast to discuss the benefits of alignment with our clients and how data and independent thinking feeds into our portfolio construction.
–Investment decisions are best driven by fundamental research over macro forecasting
–We look past short-term noise to prioritise long-term results
–To beat the market, portfolios must deviate from the benchmark
–Contrarian investment decisions are best made by individuals, not groups
Our performance attribution system measures each individual analyst’s ability, so only outperformers direct client capital
Collectively, we are one of the largest investor groups, on the same terms and fees as our clients, so performance is our priority
Performance fees paid are refunded if we underperform, so our success depends on creating and preserving value for clients
Privately owned in perpetuity, so we can focus on long-term results without external pressure
We believe that the mindset of investment is essential to start any successful project.