Investment Process - “Investing Like An Aardvark”

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


    We keep our ears finely attuned to the risks of a global economy beginning with an analysis of global macro conditions. This top-down approach drives our investment process as we believe that global revenue generation is a key component to growth. We identify compelling geographic areas, industries, and sectors, retaining asset class and sector flexibility to unearth opportunities.


    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 providing reliable sustenance during volatile markets.


    We are contrarian in nature and 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.