Institutional Investors Equity Strategy Composites

FMI’s objective is to buy durable businesses at value prices in order to achieve superior investment results over a full market cycle. The essential tenets to our investment philosophy are:

  • We utilize a business owner’s approach to investing, thoroughly examining the economics of the business and the quality of the management team.
  • Our approach is contrarian in nature; we invest in companies that have stumbled or are temporarily out of favor with the market, and hence, improperly priced.
  • Our goal is to invest in durable business franchises that are selling at a discount to their intrinsic value.
  • We believe our investment process of purchasing good companies at discount valuations will achieve superior risk-adjusted returns over a full market cycle.
Equity Strategies We Offer
Small Cap Equity Composite
Large Cap Equity Composite
All Cap Equity Composite
International Equity Composite
Documents
Investment Strategy Outlook (ISO) Letters
FMI Proxy Voting
FMI Privacy Policy
GIPS Compliance Verification Statement
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Fiduciary Management, Inc. (FMI) does not share any information with outside parties unless otherwise obligated by law.  Information collected will be used for distribution of an electronic Investment Strategy Outlook Letter (ISO) and quarterly snapshots.  Users may unsubscribe from the communication at any time.

Contact FMI

414.226.4545
If you have any information requests regarding our Institutional Strategies, please call the number above.