Our top down thematic-driven analysis is focused on investing in sectors with significant near-term growth prospects. We continuously evaluate both our overall investing themes as well as the selected stocks that reflect those thematics.  Select current themes include:

Our fundamental, bottom-up approach to stock selection includes detailed analysis of company financials, ongoing discussion with company executives and key employees, and timely visits to evaluate company operations first hand. We further enhance our selection process by utilizing an ecosystem approach to gather information from vendors, suppliers, customers and competitors, both domestic and foreign, to determine a company's industry position and relative trajectory. We use that position and trajectory as well as its impact on earnings power and operating margin prospects to determine which companies and corresponding securities are winners, contenders and pretenders.

Team

Christopher Versace, Portfolio Manager

ACM's portfolio manager, Chris Versace, joined Agile Equity in 2006 and has broad technology sector contacts at a senior level. Prior to Agile Equity, he was Senior Vice President at Friedman Billings Ramsey where he produced award winning, differentiated research coverage utilizing an ecosystem perspective of the mobile phone industry and enabling component technologies across various material technologies, including RF semiconductors (RFID, GPS), LEDs and display technologies. During his tenure at FBR, Mr. Versace received honorable mentions in Institutional Investor’s annual research analyst rankings, was a a five-star analyst by Zacks Investment Services and a four-star analyst ranked by Star Mine. Prior to FBR, Mr. Versace worked in the Equity Research Departments at both Donaldson Lufkin Jenrette as well as Salomon Brothers where he was a team member for #1 Institutional Investor ranked Machinery/Capital Goods practice Mr. Versace has been quoted extensively in the Wall Street Journal, Investors Business Daily, The Street.com, USA Today and other publications. Mr. Versace has participated in numerous industry panels, including the Northern Virginia Tech Council, We Media and others and has also appeared on CNBC, CNBC Europe and CNNfn. Mr. Versace earned a B.S. in Economics, a B.A. in Mathematics and an MBA in Finance from Fordham University.

Chris Versace Executive Profile

Ben Boissevain, Managing Partner

Ben Boissevain brings a broad background of acquisitions experience and technology expertise to ACM. Prior to founding Agile in 1996, Mr. Boissevain was an Assistant Director in the M&A department at Barclays Bank in New York from 1994 to 1996 where he executed numerous cross-border transactions. Prior to Barclays, he was Senior Manager at Erste Bank in Vienna from 1990 to 1994 where he executed the first IPO in the former Soviet Union. He began his career as a corporate attorney in White & Case in New York in 1987 where he negotiated, structured and documented significant M&A and IPO transactions. Mr. Boissevain frequently speaks at conferences, is quoted in publications such as the Wall Street Journal and the The New York Times, and has appeared on television for Fox News on business issues. He is a member of the New York Software Association and a Board Member and Chair for Programming for the New York chapter of the MIT Enterprise Forum. Mr. Boissevain is fluent in German. Mr. Boissevain earned a B.A. in English and a B.S. in Economics from University of California, Berkeley and a J.D. from New York University Law School.

Ben Boissevain Executive Profile

Angela Johnson, Analyst, Agile Capital Management

Angela Johnson joined Agile Capital Management in 2008 following several years practicing law with an emphasis on corporate transactions. Ms. Johnson's experience coupled with her in-depth qualitative and quantitative analytical skills bring a differentiated and compelling perspective to Agile Capital Management. Prior to joining Agile, Ms. Johnson was an associate at a D.C. law firm that concentrated on corporate and financial transactions. Ms. Johnson was a legal intern at Appalachian Research and Defense Fund of Kentucky, Inc., where she gained substantial bankruptcy experience. Ms. Johnson began her legal career interning with Time Warner Cable, Inc. where she was primarily responsible for researching and analyzing Federal Communications Commission rules and regulations. Ms. Johnson holds a Juris Doctor from Syracuse University College of Law and a Bachelors degree in Psychology from The University of Wisconsin - Stout. She is admitted to practice law in Virginia, The District of Columbia, and Kentucky.

Angela Johnson Executive Profile