Investment Approach

At Adams Funds, we value our investors' trust in us and are committed to safeguarding that trust. Our time-tested philosophy is carried out by experienced professionals, emphasizing in-depth research, objective analysis, and a steady focus on generating long-term capital appreciation and dividends, and capital preservation.

The illustration provided summarizes the essential attributes that we look for when contemplating new investments for the Funds. Our investment approach is rooted in finding good businesses, led by management teams demonstrating operational excellence, that are attractively valued. Our investment horizon is long-term.


Persistent Secular Growth

Timely Cyclical Growth

Defendable Market Positioning

Improving Competitive Landscape


Cash Flow Generation

Attractive Returns on Capital

Profitability - Current and Prospective

Effective Allocators of Capital


Attractive Valuation

Macroeconomic Backdrop

Mileposts and Catalysts

"Point in Cycle" Identification

Our portfolio managers are supported by an in-house team of experienced research analysts who are intimately familiar with the sectors they cover. Investment decisions are made using multiple layers of analysis combining fundamental, bottom-up securities analysis with systematic evaluation tools to identify attractive investments. We pay careful attention to risk control measures in the portfolio construction process. This disciplined process is consistently applied across all market conditions.