Investment Strategies
Your Financial Strategy Starts
at Atlas Capital Advisors
Investment Strategies
Atlas Risk
Atlas Risk is the flagship global equity strategy utilized since the inception of the firm. The objective of Atlas Risk is to outperform the global equity index through favorable selection of countries, sectors, and individual stocks using a systematic quantitative multi-factor model.
Atlas Capital Advisors (the Manager) uses a proprietary framework to evaluate expected returns, market sentiment, and risk for the single country and U.S. sector indices which together comprise the global equity market. This framework results in decisions regarding which regions, countries, and sectors to overweight or underweight relative to the weights in the capitalization-weighted global equity index.
Investment Strategies
Atlas ESG
With Atlas ESG clients are able to adjust investment choices to align with their values. Atlas ESG combines the multi-factor investment approach of Atlas Risk with client-defined Environmental, Social and/or Governance criteria. The objective of Atlas ESG is to outperform the global equity index through favorable selection of countries, sectors, and individual stocks using a systematic approach which applies both multi-factor tilts and ESG-related tilts to security selection.
Atlas Capital Advisors (the Manager) uses a proprietary framework to evaluate expected returns, market sentiment, and risk for the large capitalization stocks which together comprise the global equity market. Atlas Capital will also systematically rank these same stocks on the ESG criteria specified by the client. The multi-factor and ESG rankings are then combined to create an overall rank for each security.
Investment Strategies
Atlas Global Defensive Equity Strategy
The Atlas Global Defensive Equity Strategy (the Strategy) aims to outperform the global equity index through favorable selection of countries and sectors and loss avoidance during severe bear markets.
Atlas Capital Advisors (the Manager) uses a proprietary framework to evaluate expected returns, market sentiment, and risk for the single country and U.S. sector indices which together comprise the global equity market. Based on this assessment, the Manager adjusts the weight of portfolio holdings towards the countries and sectors with more favorable characteristics and away from those with less favorable characteristics. If the Manager’s assessment of the equity market is particularly unfavorable, the Manager will replace a portion of the equity holdings with cash.
Investment Strategies
Atlas Global Balanced Strategy
The Atlas Global Balanced Strategy (the Strategy) aims to outperform strategies that are balanced approximately 60% in global equities and 40% in fixed income. The 60/40 allocation is prevalent among institutional and individual investors.
Sixty percent of the allocation of the Strategy will be the Atlas Global Defensive Equity Strategy. The remaining forty percent of the strategy will be yield-oriented asset classes that have lower investment risk than equities.
Investment Strategies
Atlas Non-Profit
The Atlas Non-Profit strategy is designed to generate returns competitive to those of the large endowments and foundations, with a more cost-effective, liquid and transparent investment implementation. Large endowments and foundations typically rely on illiquid investment implementations as a source of additional return. As the demand for such strategies has escalated, the incremental investment return has been diminishing. In fact, in the ten years through 2020, a simple index portfolio with 70% in global equities and 30% in US core fixed income would have had a higher return than three-fourths of the university endowments. Moreover, heavy reliance on illiquid strategies limits transparency and asset allocation flexibility.
The Atlas non-profit strategy puts the emphasis where it belongs – on asset allocation. We derive portfolios for non-profit clients with the highest expected return relative to risk, and we adjust these portfolios when there are material changes in market risks and opportunities. In implementation of the strategy, the Atlas priority is on liquidity, transparency, and low cost. In this way, we target investment outcomes that are competitive with those achieved by the large and well-resourced non-profit investment organizations.
