We believe in focus and specialization. Don’t try to be jack of all trades etc.

Distilled 25 years of experience in markets and business into two primary portfolios. The ACML Master portfolio is a carefully chosen portfolio of approximately 20 stocks. The strategy behind is based on the observation that Warren Buffet became successful by using “synthetic leverage” or non-recourse debt to enhance returns at Berkshire Hathaway. The portfolio effectively tries to find 15-20 stocks that are similar to Berkshire Hathaway in that regard: companies that have advantaged business models and can safely leverage alternative third-party capital or operations to generate significant incremental cashflows, which can be reinvested at high rates of return over long runways. ACML believes such companies can compound in value over many years, especially when run by talented managers who are aligned with shareholders.

The ACML Advantage portfolio is a more rounded total portfolio comprising 1) highly selected equity funds that have outperformed the S&P 500 for growth, 2) income strategies comprising dividend ETFS and top-tier alternative investment funds from brand name managers offering potential for enhanced income opportunities.

Passive indices prevent value discrimination. They are forced to buy every company in the index, regardless of performance. They do not differentiate winners from losers, and instead blindly allocate based on index weights. There is little diligence or intelligent capital allocation.

Long-term success in the stock market requires a disciplined and thoughtful approach, applied consistently, for years on end. Especially during times of volatility, most investors find it hard to stick with a strategy.

Your assets are custodied with Charles Schwab, the largest brokerage in the US. As a registered investment advisor, we have fiduciary duty towards our clients. You have full access and transparency to your accounts and are able to see all your holdings at any time through your online portal.

Past performance is no guarantee of future returns. However, we publish the ACML Master portfolio returns on a quarterly basis, and for the ACML advantage portfolio, we select funds that have historically out performed, net of fees, a mix of the SPDR S&P 500 ETF and Vanguard Total Bond Market ETF over multi-year periods.

We invest in carefully selected companies that we believe are robust and high quality, in strong business models and a history of attractive growth. We are also disciplined of the way we invest, taking advantage of market drawdowns to buy more high quality assets cheaply! Through the ACML Advantage portfolio we offer select private funds that can provide diversification and that are potentially less impacted by general market volatility.