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Investment Process  

Top-Down Portfolio Strategy

Fundamental Macro & Econometric Input

Target Sources of Portfolio Alpha

Global macroeconomic outlook drives sector allocations within

the portfolio.

 

Overweight sectors expected to outperform in the anticipated

environment.

 

Sub-sector allocations - fundamental analysis and relative value

assessments underlie sub-sector and security level decision making.

 

Security selection.

 

High levels of risk are avoided in favor of risk-adjusted returns.

 

 

Bottom-Up Sector Strategies

This site has been designed for informational purposes only.

Atlantic Asset Management, LLC

Clearwater House

2187 Atlantic Street

Stamford, CT

203-351-2800

Copyright 2013 Atlantic Asset Management

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