STRATEGIES

ACR’s investment strategies are a direct outgrowth of our mission, values and principles.

Our Investment Strategies have three common objectives

  • Protect capital from impairment

 

  • Generate a satisfactory absolute return in the long-term

 

  • Exceed the strategy benchmark in the long-term

EQUITY QUALITY RETURN (EQR)
FEATURES

  • 20-stock target
  • Bottom-up fundamental value
  • Multi-cap with quality discipline
  • Low turnover
  • Liquid reserve when opportunity is limited
  • US-focused with up to 20% international
  • Absolute return discipline with hurdle rate objective
  • Market benchmark: S&P 500
  • Lower correlation to index than traditional equity strategies

ATTRIBUTES

  • Flagship strategy with proven track record since April 2000
  • Capital protection and absolute return demonstrated during low-return periods
  • Record of underwriting success between long-term return forecast and actual results

MULTI-STRATEGY QUALITY RETURN (MQR)
FEATURES

  • 30-50 security target across global equity and credit markets
  • Bottom-up fundamental value
  • Multi-cap in both equity and credit
  • Broad latitude to invest throughout capital structure
  • Liquid reserve when opportunity is limited
  • Absolute return discipline with hurdle rate objective
  • Market benchmark: MSCI All Country World Index
  • Low correlation to index

ATTRIBUTES

  • Unusually wide mandate allows for highly selective portfolio
  • Bottom-up valuation framework across asset classes

VEHICLES AND ADDITIONAL INFORMATION
INTERNATIONAL QUALITY RETURN (IQR)
FEATURES

  • 20-stock target
  • Non-US developed market focus
  • Bottom-up fundamental value
  • Multi-cap with quality discipline
  • Low turnover
  • Liquid reserve when opportunity is limited
  • Absolute return discipline with hurdle rate objective
  • Market benchmark: MSCI ACWI ex USA Index
  • High active share – a lower correlation to the index than traditional international equity strategies

ATTRIBUTES

  • Lead portfolio manager with proven record on ACR’s flagship strategy
  • Ability to concentrate in undervalued pockets of international markets

VEHICLES AND ADDITIONAL INFORMATION
ACR STRATEGIC CREDIT (ASC)
FEATURES

  • Lead portfolio manager former head of distress with leading credit fund
  • Over twenty-five years’ experience investing through three major cycles

ATTRIBUTES

  • Margin of safety and capital preservation is the primary objective.
  • Compounding our investors’ capital above our cost of capital throughout a full cycle of expanding and contracting market prices the second objective
  • Expect to produce a compelling risk/return profile underscored by long-term, full cycle, net of fee, absolute returns

VEHICLES AND ADDITIONAL INFORMATION

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