PRODUCT
We employ multiple idea generation processes to obtain a pool of potentially attractive investment opportunities, and we diligently sift through such opportunities to identify the best use of our capital on a risk-adjusted basis, to sustainably generate alpha across economic cycles.
Investment Process
Idea Generation
Screening
Negative
News
Asset
Manager
Research
Report
Columns
&
Discussion
Analysis
Valuation
EV/EBIT
EV/S
P/B
Balance
Sheet
Key
Drivers
Insider
Activities
Potential
Catalyst
Investment Committee
Discussion & Decision
Product Description
Atlas Capital Fundamentals Long/Short
Net Worth Requirement
$2.1 to $2.2 million
Investment Threshold
$250,000
Investment Horizon
3 month heads-up, 1 year lock-in
Investment Expense
2% management fees, 20% carry
Investment Strategy
Fundamentals based long short strategy that aims to deliver alpha and outstanding Sharpe ratio
Atlas Capital Quality Compounders
Net Worth Requirement
NO
Investment Threshold
$100,000
Investment Horizon
One month heads up, 6 month soft lock with 2% of redemption fees, no redemption fees afterwards，
Investment Expense
1.5% management fee if under $150,000, 1% management fee if otherwise.
Investment Strategy
fundamentals based long only strategy that focuses on investing in undervalued, high quality businesses to deliver alpha and outstanding Sharpe ratio
