The American Trust Allegiance Fund has one overriding investment objective: capital appreciation for socially conscious investors. This objective informs everything we do. While the objective is simple, the work we do is sometimes complex. We ground our investment work and our client service in three core aspirations—we strive to always be:
Ethical
We are committed to investing your capital in a socially responsible manner, and we aim to safeguard your assets through judicious research and prudent portfolio management techniques. We take this responsibility very seriously, and appreciate the trust investors place in our stewardship.
Insightful
Stock prices go up. Stock prices go down. And therein…lies the opportunity. We believe that we have developed some expertise in valuing companies and we assiduously apply this expertise in our stock research, selection and portfolio management processes. With a long-term, growth-oriented investment philosophy, we are investors, not traders. But we do act on stock price movements when we see opportunity.
Capable
The proof is in the pudding. Expertise and good intentions are one thing, but it is always in the doing that intentions become reality. We work diligently to bring to fruition the results that we are all hoping to achieve.
