Atlas Capital Profile Picture

Atlas Capital

Investment Adviser

Atlas Capital Advisors is a California-based SEC registered investment advisor serving ultra high net worth individuals. Jonathan Tunney is the Founder and Chief Investment Officer. Prior to founding Atlas, he was responsible for worldwide currency risk management for Hewlett Packard, managing more than $100 billion in foreign currency exchange.

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Investment models

  • Atlas Capital MergerArb

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    • Allocation Strategy Long-Only
    • Approach Fundamental
    • Asset Class Equity
    • Cap Bias Multi Cap
    • Geography US
    Performance
    • 5.8%
      90 day
    • 24.2%
      365 day
    Avg. Sub.
    • 5.1%
      90 day
    Monthly vs S&P500
    atlas capital - mergerarb
    4.7% 12 months
    4
    1% fee

  • Atlas Capital Broad ETF

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    • Allocation Strategy Long-Only
    • Approach Quantitative
    • Asset Class Equity
    • Cap Bias Multi Cap
    • Geography Global
    Performance
    • 8.9%
      90 day
    • 30.0%
      365 day
    Avg. Sub.
    • 8.5%
      90 day
    Monthly vs S&P500
    atlas capital - broad etf
    3.3% 12 months
    3
    1% fee

Model commentary

  1. Gold still has a place in a portfolio

    7 May 2013

    Gold remains an insurance policy in times of distress.

  2. Scott Bilter on combining value and momentum for stock selection 17 April 2013
  3. Inflation warning: check out the spread between TIPs and Treasuries 20 February 2013
  4. Right now, safety is expensive and risk is relatively cheap 15 August 2012
  5. As investors in Europe, we need to see this 3-part solution 18 January 2012

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Important Information

1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.


About investing

About Covestor

Covestor Ltd is an Investment Adviser regulated by the Securities and Exchange Commission under the Investment Advisers Act of 1940. This website is for informational purposes only. See important Terms of Use and Privacy Policy. All rights reserved. © Covestor, Ltd. 2013. System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. More