1. AICC Investment Process
AICC Capital Management's investment process begins with a thorough understanding of the client's investment objectives. Portfolio objectives are tailored to each client's specific requirements in a highly personalized manner. Risk tolerance is compared relative to return expectations and redefined in terms of interest rate risk and credit quality constraints. Active management, employing both fundamental and value analysis, is then utilized to design an optimal portfolio structure in line with the client's guidelines and objectives.
Our investment discipline is designed to identify fundamental growth opportunities within the fixed income markets, while overlaying a value component to quantify risk. The fundamental analysis concentrates on identifying quality and strength in the economy, the various bond sectors, and individual issuers. Value is measured in terms of relative comparisons and exposure to downside risk. Emphasis is placed on adding value through multiple diversified strategies, while maintaining risk at a minimum.