API has developed a systematic approach to continually access what we believe to be the best investment opportunities—wherever they exist.
A Rigorous, Disciplined Process
API Funds believes that adhering to a well-defined investment philosophy and strong investment principals is essential to achieve long-term success through all market cycles. The goal is to find the right companies with the best valuations that offer the highest likelihood for success.
Equity research focuses on three key factors: valuation analysis, fundamental analysis, and global economic and political analysis.
The goal is to not only determine a company's opportunity for success, but also gauge the industry, economy, and political atmosphere in which it operates—a critical step often ignored by other firms. After reviewing the data, the Investment Committee selects those companies that present the maximum potential for investment success.
Fixed Income research focuses on three characteristics: broad diversification, attractive yield spreads and potential upgrades in quality ratings.
API believes that worldwide diversification provides an investor the opportunity for a higher yield and stability of returns, while also offering protection from credit risk and unforeseen events. Analysis of sector spreads, business cycles and debt distribution helps the investment team uncover attractive individual issues and markets. The API philosophy and process focus on managing the risks related to the shape of the yield curve and sector allocation, while maximizing yield and stability.