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A Note From Our Founder


I often use the analogy of navigators at sea to explain our role to investors. For centuries, the navigator has been responsible for determining the position and plotting the course. His duty is to identify meaningful changes in the sea and landscape, and weather patterns, and make the necessary adjustments that ensure a safe journey for their passengers. We see ourselves as navigators, implementing the same strategy when managing assets for our clients. We need to be responsive to changing markets while navigating our clients safely to their financial destination.

I launched Altman Investment Management, LLC more than a decade ago based on the premise that I believe individual investors and institutional clients deserve a direct and personal relationship with their own portfolio manager – unencumbered by layers of bureaucracy and related costs. Our mission has been to provide our clients with exceptional investment management – grounded in the principles of independence, competence and discipline – and unmatched client service. They deserve an experienced financial “navigator” by their side.

We are passionate, independent investors, with a commitment to fundamental research and the constant pursuit of investment insight. Our understanding of investor psychology, the tendency of many to follow the “herd”, allows us to look beyond the immediate noise to the value we seek to gain from investments over time. We have always felt that staying away from investment “excesses” or “bubbles” is just as important as investing in the right sectors and companies. Our value-oriented philosophy has protected our investors from too much exposure to overzealous investment behavior.

What we believe rings true with our clients is that we have demonstrated the ability to uncover alpha-generating opportunities in all types of markets. Our value bias helps us identify undervalued (“out of favor”) areas of the market that offer a discounted entry point for our equity and debt investments. By taking advantage of pricing at severe discounts to their historical intrinsic value, we can preserve clients’ assets from significant losses – an essential aspect to long-term wealth creation. As active managers with a contrarian mindset, we often see today’s negative headlines as possible opportunities for the future.

We offer an investment culture that defines who we are and how we invest. We are long–term in our thinking and independent in our judgment – undeterred by the views of our peers. We believe that great investing requires hard work, exhaustive research and passionate conviction. Our clients deserve nothing less. Our focus is on achieving long-term superior performance by challenging conventional wisdom, when appropriate. We are committed to keeping our clients well informed and confident enough to let us diverge from consensus as often as necessary.

In closing, I would like to thank you for your interest in Altman Investment Management. Whether you are already a client of ours or just exploring opportunities with us, I believe you will find that we are all focused on one simple thing: an exceptional client experience. We’ve earned the trust of our clients, and would be honored for the chance to earn yours.

We look forward to partnering with you to navigate your financial future.

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Peter J. Altman
President and Founder