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| Additional information |
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| Integrity Asset Management, LLC |
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Overview:
Integrity Asset Management, LLC (Integrity) is an institutional investment management firm founded in June, 2003 by a group of experienced investment professionals who bring a genuine passion for investing to the firm's daily activities.
As an independent, 100% employee owned firm, we are able to make timely and effective decisions based on the best interests of our clients. The success and satisfaction of these clients contributes directly to the success and satisfaction of our firm and employees. This synergistic relationship is a key competitive advantage of Integrity. We believe that the resulting mutual benefits differentiate us from the vast majority of other investment firms.
The firm's ownership structure is free of the conflicts of interest often found in larger firms and allows us to motivate our employees and align our interests with those of our clients. This allows us to focus solely on our core competency, investing in U.S. value equities. The result has been, and will continue to be, strong, consistent risk-adjusted performance for our clients.
We have built our firm with long-term goals in mind. As owners of the firm, we will not compromise long-term success for our clients and employees by focusing on imprudent short-term goals.
Our truly vested interest in the firm's long-term success is, without question, a competitive advantage both now and for decades to come.
Our goal is to deliver excellence:
With integrity
In everything
At all times
Our team structure empowers managers to make decisions and add value. This advantage, combined with the informational synergies gained from the sharing of information across sectors, adds value compared to a generalist portfolio manager environment or an environment in which sector specialists operate as "silos". Additionally, our sector specialists follow all publicly traded companies within their sectors. This allows them to make investment decisions not limited by market capitalization. This broader approach to sector research, while not necessarily unique, does allow for a true competitive advantage given the fact that wider access to market information is a key factor in determining investment success.
Our process includes a disciplined, quantitative framework that focuses our attention on important criteria for value investing valuation and timing. We combine traditional value metrics with growth metrics such as earning estimate (momentum) and catalysts, resulting in a portfolio of timely value stocks. Our advantage here is that we are responsive to market changes and are not preoccupied with the narrow deep-value universe. The result of this advantage is our demonstrated outperformance in both up and down markets.
Risk control is an integral part of our process, allowing us to provide our clients with consistent, superior results. Portfolio constraints limiting position size and actively managing position size over the lifecycle of the investment (start small, add, then trim) help to limit risk and capture more of the stock's return potential. Our daily and intraday measurement of performance and risk exposures relative to peers and the benchmark allows us to understand and consciously choose risk exposures in the portfolio. Finally, a strict implementation of our sell discipline allows us to add value. This approach to investing has allowed us to outperform in all kinds of markets. |
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History:
Founded in 2003, Integrity Asset Management, LLC ("Integrity") is an independent investment management firm based in Louisville, Kentucky with operations in Independence, Ohio. Integrity is 100% employee owned, with ownership distributed among 5 principals who are active employees of the firm.
As of March 31, 2010, Integrity has over $2.9 billion in assets under management providing investment management services to a diverse group of corporate, public, endowment, foundation and Taft-Hartley clients. |
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