Atlas Capital Profile Picture
Manager Disclosure Document

Atlas Capital

Investment Adviser

Secrets of a Top Performer
Covestor Investment Management Webinar Video watch the video

Investment portfolio

Atlas Capital Broad ETF

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
1.26

365 days

Manager performance
0.00477,0.00509,-0.00207,0.00920,0.00356,-0.00956,0.00764,0.00994,0.00185,0.00393,0.00606,-0.00610,0.00206,-0.00111,0.00608,0.00246,-0.00445,0.00914,0.00235,0.00123,-0.01102,-0.00766,-0.00481,0.00528,-0.00795,0.00323,-0.01684,0.00517,-0.00314,-0.01638,0.00768,0.01047,-0.00093,-0.01259,-0.00590,0.01618,-0.00762,0.00931,0.00684,-0.01636,-0.03100,0.00361,-0.02141,0.01126,0.00816,0.00881,0.00224,0.00844,-0.00262,-0.00006,0.00891,0.00432,0.00686,0.00047,0.02099,-0.00260,0.00569,-0.00272,0.00330,0.00524,0.00080,0.00407,0.00143,-0.00496,0.00306,-0.00217,-0.00619,-0.00082,-0.00050,0.01259,0.00223,-0.00072,-0.00500,-0.00482,0.00794,-0.00016,-0.00147,0.00327,-0.00237,-0.01160,-0.00174,-0.00834,0.00314,-0.00888,0.00891,0.00602,-0.00433,-0.01755,0.00132,0.00205,-0.00747,0.00918,0.00859,0.00134,0.00313,0.01423,0.00859,0.00310,-0.00505,0.00351,0.00671,0.00343,0.01949,-0.00382,-0.00835,-0.00607,-0.00174,-0.00034,0.00359,0.00029,-0.00586,0.00783,-0.00062,-0.00726,0.00521,-0.00861,-0.01027,0.00257,0.02014,0.00599,0.00260,-0.00704,0.01129,0.01012,0.00641,0.00010,0.00740,-0.00769,0.00492,0.00088,-0.00098,0.00363,-0.00472,-0.00498,-0.00183,0.00496,-0.00643,0.00490,-0.01509,0.00949,0.00031,-0.00204,0.00653,0.00477,0.00685,-0.00254,-0.00304,-0.00539,0.00737,0.00362,-0.00223,0.00102,0.00363,-0.00043,-0.00544,-0.00515,-0.00283,-0.00377,0.01132,0.00078,-0.00252,-0.01155,-0.00427,0.00015,0.00715,-0.00360,0.01535,-0.00234,-0.00024,0.00704,0.00172,0.00438,0.00916,0.00265,0.00389,-0.01394,0.00126,-0.00216,0.00565,0.00052,-0.00040,0.00611,-0.01030,0.00971,0.00449,-0.00131,-0.00371,0.00382,0.00114,-0.00737,-0.02395,-0.00715,0.00871,-0.01102,0.01012,-0.01048,-0.02218,0.00897,0.00036,0.01565,0.01349,-0.00085,0.01221,0.00230,0.00509,0.00435,0.00484,-0.00739,0.00586,0.00099,0.00673,-0.00167,-0.00047,0.00533,0.00267,-0.01395,0.01767,0.00090,0.00595,-0.00277,-0.00355,-0.00556,-0.00177,-0.01468,-0.00181,0.01081,0.00757,-0.00886,0.00097,-0.00634,-0.00260,0.00281,-0.00503,0.00061,0.00512,0.01285,0.00832,0.00316,-0.00244,-0.00898,-0.00941,0.00178,0.01308,-0.02033,-0.00932,0.00404,0.00160,0.01134,0.00361,0.00265,0.00563,-0.00265:#0c3557:Manager 0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209:#c8c8c8:S&P_500
15.8%

365 days

Risk score

1% fee
$10,000 minimum


Atlas Capital MergerArb

See full details
  • Strategy
    Concentrated Long-Only Equity
Sharpe ratio
1.06

365 days

Manager performance
0.00024,0.00590,-0.00103,0.00309,0.00043,-0.00203,0.00973,-0.00074,0.00109,0.00095,0.00042,-0.00207,0.00453,-0.00403,0.00078,0.00352,0.00087,0.00436,0.00200,0.00094,-0.00183,0.00115,-0.00003,0.00346,-0.00297,0.00012,-0.00406,0.00377,-0.00114,-0.00962,0.00609,0.00052,0.00436,-0.00071,-0.00088,0.00176,-0.00164,0.00152,-0.00009,-0.00162,-0.00451,0.00292,-0.00076,0.00202,-0.00617,0.00420,-0.00026,0.00176,0.00055,0.00002,0.00209,0.00115,0.00077,0.00268,0.00111,-0.00007,0.00006,-0.00207,0.00184,0.00055,-0.00009,0.00050,-0.00037,-0.00004,-0.00058,-0.00205,0.00132,0.00043,-0.00051,0.00181,0.00048,-0.00005,-0.00037,-0.00079,-0.00031,0.00043,0.00106,-0.00115,-0.00118,-0.00128,-0.00153,0.00273,0.00141,0.00116,0.00146,-0.00066,0.00062,-0.00319,0.00220,0.00138,-0.00105,0.00264,-0.00059,0.00007,0.00223,0.00018,0.00075,0.00079,-0.00125,0.00086,-0.00691,-0.00933,0.00383,-0.00011,-0.00079,-0.00834,0.00343,0.00157,0.00120,0.00509,-0.00022,0.00477,0.00042,-0.00080,-0.00919,-0.02700,0.01162,-0.00169,0.00261,0.01020,-0.00144,-0.00419,0.00409,-0.00235,-0.00439,-0.00043,-0.00114,0.00019,0.04454,0.01092,0.00225,0.00437,-0.00044,-0.00093,-0.00096,-0.00528,-0.00329,-0.00025,0.01090,-0.01022,-0.00108,-0.00218,0.00326,-0.00207,-0.00217,-0.00309,0.00308,0.00309,0.00637,0.00327,0.00199,0.00377,-0.00085,-0.00115,-0.00508,-0.00332,0.00264,0.00052,0.00523,-0.00202,-0.00597,-0.00087,0.00295,-0.00643,-0.00289,0.00196,0.00233,-0.00385,-0.00065,0.00388,0.00423,-0.00098,0.00219,0.00555,0.00196,-0.00552,0.00749,0.00027,0.01120,-0.00204,0.00071,0.00344,-0.01047,-0.00075,0.00283,-0.00365,-0.00360,-0.00232,-0.00272,-0.00249,-0.00727,-0.00605,0.00475,-0.01034,0.00908,-0.00254,-0.01555,0.00406,-0.00224,0.00475,0.00342,-0.00066,0.00408,-0.00001,0.00343,-0.00023,0.00560,-0.00847,0.00176,0.00557,0.00853,0.00264,0.01123,0.00350,0.00384,-0.01056,0.01216,0.00044,0.00487,-0.00036,-0.00044,-0.00342,-0.00410,-0.00520,0.01042,0.00095,0.00302,-0.00003,-0.00213,-0.01457,-0.00362,-0.00041,-0.00583,-0.01167,0.00344,0.00708,0.01316,0.00305,0.00331,-0.00744,-0.01251,-0.00182,0.01066,-0.01692,0.00395,0.00880,0.00652,0.00674,0.00692,-0.00019,0.00200,-0.00428:#0c3557:Manager 0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209:#c8c8c8:S&P_500
9.6%

365 days

Risk score

1% fee
$10,000 minimum


Important Information

1. Performance of the portfolio 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 portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.