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
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.