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Manager Disclosure Document

Atlas Capital

Investment Adviser

Investment portfolio

Atlas Capital MergerArb

See full details
  • Strategy
    Aggressive
Sharpe ratio
0.63

365 days

Manager performance
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7.7%

365 days

Risk score

1% fee
$10,000 minimum


Portfolio commentary

  1. Roadmap for an aging bull market

    3 August 2015

    Don't panic. Valuations are high but volatility is low.

  2. Bull Fever: The outbreak of $100-plus stocks 26 June 2015
  3. Biotech stocks? Proceed with caution 6 April 2015
  4. Biotech: Anatomy of an investing mania? 2 April 2015
  5. The Fed will take baby steps on rate hikes 25 March 2015

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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.