81. Alta Capital Management
October 10, 2019 at 09:58 AM EDT
The essence of the investment philosophy at Alta Capital rests on three pillars: profitability, growth and valuation. These pillars define their search for quality companies that go into the Alta portfolio. Their "business owner" mentality, they say, leads them to invest in low-turnover, high-quality companies most likely to deliver secular earnings and free-cash-flow growth.