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Alternative Market Briefing

Research, timing, and patience are key for AM Capital’s +41.71% Q3 finish

Monday, October 08, 2012

From Precy Dumlao, Opalesque Asia:

Vigorous research, buying or selling at opportunistic times and patience are the key drivers for alternative investment manager and Chicago-based hedge fund manager AM Capital Advisors that led the firm to achieve a double-digit +41.71 positive performance during the third quarter of 2012, compared to the DOW Jones Index which ended the same quarter at +9.94%, NASDAQ +17.26%, and S&P 500 index +14.44%.

In September, AM Capital’s hedge fund was up + 6.64% versus the DOW index + 2.63%, NASDAQ + 1.72%, and the S&P 500 index at + 2.42%. Since inception as of the end of September 30, 2012 AM Capital's performance is up 59.88% return over a 39 month period versus over the same period of time the DOW index 59.06%, NASDAQ 68.79%, and the S&P 500 index at 56.45%.

The fund attributed the decent market conditions and good stock picking due to research that resulted to the positive gains last month. AM Advisors generated alpha by concentrating mostly on small caps that had a catalyst to move.

AM Advisors President Aaron Miller said in an interview with Opalesque when asked how he managed to record strong gains when other funds, including the big ones, have been struggling, "By conducting vigorous research, buying or selling at opportunistic times, and not being so hesitant."

He explained that AM Advisors, a long/short U.S. stock equity fund, had been focusing its strategy this ......................

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