Education
BS Math, U of North Carolina Chapel Hill, MBA Stanford

Qualifications
Chief Investment Officer of Disney, Hewlett-Packard, Stanford, UAW Medical Trust. Chartered Financial Analyst.

Investment Experience
25 years

Founded
2003

Company Name
Atlas Capital

  • Address
  • 38 Keyes Ave.
  • Suite 200
  • San Francisco
  • California
  • 94129

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Investment portfolio

We focus on US takeover targets or potential takeover targets and use screening guidelines including liquidity, premium and share price. Our focus is current US takeover targets or potential targets.

Strategy
Stocks
Sharpe ratio
1.00 365 days
Performance
11.0% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 min

The Atlas Global Downside Protected (GDP) strategy is a global equity strategy benchmarked to the MSCI All-Country World Index (ACWI).  GDP is designed to reduce the risk of large loss in sustained market declines, while still striving to achieve gains when stock markets are rising.  The strategy does this by avoiding segments of global stock markets that have heightened risk profile; staying fully invested in “good markets” (using cash sparingly); and opportunistically managing foreign exchange rate risk.   As with the other Atlas strategies, GDP uses a consistent, systematic approach with a foundation in academic and Atlas proprietary research.

Strategy
ETFs / Funds
Sharpe ratio
0.21 365 days
Performance
2.5% 365 days
Risk score
Fees
  • 0.75% fee
  • $20,000 min

Portfolio commentary

  1. Profile Picture Trump reset 14 November 2016

    The stock market prices in the Trump policy shift

  2. Profile Picture Asia tilt 12 October 2016
  3. Profile Picture Volatile times for stocks 13 July 2016
  4. Profile Picture Brexit: The big picture 1 July 2016
  5. Profile Picture Navigating choppy waters 23 June 2016
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Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

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 investment minimum is the minimum investment 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.