Alpine Capital Research - Strategies

ACR’s investment strategies are a direct outgrowth of our mission, values, principles and objectives.

Our investment strategies have three common objectives:

  • Protect capital from impairment
  • Exceed a satisfactory absolute return over a full cycle
  • Exceed the strategy benchmark over a full cycle

 

EQUITY QUALITY RETURN (EQR)

Features

  • High concentration, 20-stock target, long/cash public equities portfolio
  • Active management, but characterized by infrequent trading, low turnover and long-term holding periods
  • Unconstrained by market cap limitation or segmentation
  • Unencumbered by “fully-invested” imperatives
  • Dry powder, liquid cash reserve provides optionality and protection during market downturns
  • Focus on U.S., but 20% may be invested in international securities
  • Index agnostic, absolute return-seeking, with minimum hurdle rate discipline
  • Simultaneously traditional in its long-only structure, but alternative in its long/cash discipline
  • Success is helping investors fulfill their financial obligations and commitments
  • Bottom-up focused and driven

Attributes

  • Flagship strategy with demonstrated multi-year, up/down cycle record since April 2000
  • Capital preservation demonstrated via historical downside capture metrics and downturn recoveries
  • Long-term, full-cycle, net of fee outperformance of S&P 500 index, inclusive of cash balance
  • Risk/return profile underscored by long-term, multi-cycle, net of fee, absolute returns in the high single digits or above

Vehicles and Additional Information

Separate Accounts Performance (4/3/00 Inception)
Separate Accounts Fact Sheet

 

MULTI-STRATEGY QUALITY RETURN (MQR)

Features

  • High concentration, multi-asset portfolio
  • Active management, but characterized by infrequent trading, low turnover and long-term averageholding periods
  • Broad latitude to invest throughout the corporate capital structure in both equity and debt instruments
  • Broad latitude to invest in structured securities that are backed by real estate and/or mortgage assets
  • Unlimited in geographical focus
  • Unconstrained by market cap limitations or segmentation
  • Unencumbered by “fully-invested” imperatives
  • Dry powder, liquid cash reserve provides optionality and protection during market downturns
  • Index agnostic, absolute return-seeking, with minimum hurdle rate discipline
  • Success is helping investors fulfill their financial obligations and commitments
  • Bottom-up focused and driven

Attributes

  • Capital protection is baseline imperative
  • Expect to produce a risk/return profile underscored by long-term, full cycle, net of fee, absolute returns in the high single digits or above
  • Expect to exceed MSCI All Country World Index over full cycle

Vehicles and Additional Information

Mutual Fund (12/31/14 Inception)
Private Funds

 

INTERNATIONAL QUALITY RETURN (IQR)

Features

  • High concentration, 20 stock target, long/cash portfolio focused on publicly traded international equity securities
  • Active management, but characterized by infrequent trading, low turnover and long-termholding periods
  • Geographically unconstrained, but a requirement for quality companies and/or businesses will limit and even eliminate certain geographical markets where quality businesses are often scarce
  • Unconstrained by market cap limitation or segmentation
  • Unencumbered by “fully-invested” imperatives
  • Dry powder, liquid cash reserve provides optionality and protection during market downturns
  • Index agnostic, absolute return-seeking, with minimum hurdle rate discipline
  • Simultaneously traditional in its long-only structure, but alternative in its long/cash discipline
  • Success is helping investors fulfill their financial obligations and commitments
  • Bottom-up focused and driven

Attributes

  • Capital preservation is baseline imperative
  • Expect to produce a risk/return profile underscored by long-term, full cycle, net of fee, absolute returns in the high single digits or above
  • Expect to exceed MSCI All Country World Index Ex-US over full cycle

Vehicles and Additional Information

Mutual Fund (12/30/16 Inception)

 


 

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