Institutional Investors Equity Strategies

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

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