Philosophy

Investment Process

At Altrius, our investment process is predicated on a time-tested, three-pronged approach providing solid risk-adjusted returns since our founding in 1997.

Philosophy
  • MACRO VIEW

    This top-down approach drives our investment analysis, beginning with a look at the overall economy and global macro conditions. We identify compelling geographic areas, industries, and sectors, retaining asset class and sector flexibility to unearth opportunities.

  • INCOME BY DESIGN

    We believe in the importance of getting paid immediately for the risks which are taken and focus on businesses which compensate our clients with dividends and above average interest. We believe this income stream, coupled with capital appreciation, is a vital aspect of total return.

  • MICRO FOCUS

    We dig deep for value, often viewing crisis as an opportunity. We believe that fundamental research and patience are critical to long-term success and that over time, the price of a company will rise to reflect the value of the underlying firm. We view each purchase as if we were buying a piece of a business – not simply a stock certificate.