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American Capital Management, Inc.
David M. LaValle · Investment Advisor · Growth
American Capital Management, Inc. (ACM) is an independent, New York-based investment management firm founded in 1980. The firm specializes in identifying and investing in high-quality small and medium-sized growth companies that represent the most innovative sectors of the U.S. economy. ACM employs a disciplined fundamental research process to select businesses characterized by strong management, robust financial positions, and consistent earnings momentum. With a long-term investment horizon, the firm manages concentrated portfolios for a diverse range of clients, including high-net-worth individuals, endowments, and foundations, focusing on superior relative returns through a rigorous selection process that targets companies with dominant market positions and proven profitability.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -6.0% |
| YTD return | +1.6% |
| Sharpe ratio | -3.35 |
| Win rate | 45% |
| AUM | $1.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.americancapitalmanagement.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| PANW | Palo Alto Networks Inc | 12.6% | +28.7% |
| MEDP | Medpace Holdings Inc | 7.6% | +12.1% |
| FTNT | Fortinet Inc | 7.2% | +81.7% |
| NCNO | nCino Inc | 7.1% | +0.8% |
| VRNS | Varonis Systems | 5.9% | +72.7% |
| IDXX | IDEXX Laboratories Inc | 5.4% | -13.7% |
| SEIC | SEI Investments Company | 5.0% | +25.7% |
| MANH | Manhattan Associates Inc | 4.9% | +15.6% |
| DT | Dynatrace Holdings LLC | 4.3% | -3.2% |
| RBC | RBC Bearings Incorporated | 4.3% | +11.4% |
| TECH | Bio-Techne Corp | 4.2% | +20.8% |
| GWRE | Guidewire Software Inc | 4.1% | +6.3% |
| RGEN | Repligen Corporation | 3.8% | +35.4% |
| AVAV | AeroVironment Inc | 3.7% | -50.1% |
| CVLT | CommVault Systems Inc | 3.6% | -5.3% |
| VEEV | Veeva Systems Inc Class A | 3.3% | -0.8% |
| CGNT | Cognyte Software Ltd | 3.3% | +3.9% |
| RMD | ResMed Inc | 3.3% | -12.9% |
| GMED | Globus Medical | 3.2% | -10.6% |
| KTOS | Kratos Defense & Security Solutions | 3.2% | -46.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | MANH | 3.6% → 4.9% |
| Aug 31, 2026 | BUY | SEIC | 4.7% → 5.0% |
| Aug 31, 2026 | SELL | PANW | 13.9% → 12.6% |
| Aug 31, 2026 | BUY | NCNO | 0.0% → 7.1% |
| Aug 31, 2026 | BUY | VEEV | 0.0% → 3.3% |
Investment Style Analysis
American Capital Management, Inc. is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $1.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Software - Application sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, American Capital Management, Inc. made a significant move by increasing exposure to MANH. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
ACM’s investment philosophy centers on a disciplined, bottom-up growth strategy that targets quality small and medium-sized companies with accelerating earnings momentum. The firm focuses on a stock universe of approximately 100 innovative businesses, primarily within the healthcare and technology sectors, prioritizing those with strong management teams and dominant market positions. ACM maintains a long-term perspective, believing that market fluctuations are secondary to business fundamentals. By building concentrated portfolios of carefully researched companies with strong cash flows and revenue growth, the firm aims to mitigate risk and achieve consistent outperformance through various market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with American Capital Management, Inc..
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Frequently asked questions
How is the simulated portfolio for American Capital Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is American Capital Management, Inc.'s largest holding?
As of the latest filing, American Capital Management, Inc.'s top position is Palo Alto Networks Inc (PANW), representing 12.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is American Capital Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of -6.0% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of -3.35, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does American Capital Management, Inc. primarily invest in?
American Capital Management, Inc. has a strong preference for the Software - Infrastructure sector, which makes up 29.0% of their disclosed assets. The portfolio also has exposure to Software - Application, indicating a specific thematic focus.
Is American Capital Management, Inc.'s portfolio concentrated or diversified?
American Capital Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has American Capital Management, Inc. performed in 2026?
Our AI-simulated model portfolio for American Capital Management, Inc. tracks a Year-to-Date (YTD) return of +1.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David M. LaValle manage American Capital Management, Inc. directly?
Yes, David M. LaValle serves as the key portfolio manager for American Capital Management, Inc., overseeing the investment strategy and final capital allocation decisions.