Through a unique combination of lower-risk flagship funds and higher returning opportunity funds, Atrevida provide alternative investments that generally outperform more traditional or equivalent assets.
What do we offer?
Atrevida Partners combines best-in-class risk management, analytics and governance with judgment and experience.
An even keel investment strategy designed to mitigate the effects of market volatility
Our portfolio management process includes:
Bottom-up manager selection which trumps top-down sector tilting;
Vigilant monitoring of manager key competencies and performance; which forestalls unpleasant surprises;
Making sure the manager does not drift off course by style drift or excessive AUM growth (which can dilute returns)
The four pillars of the Atrevida Investment Process
The utmost care is placed on risk management every step of the way
Focus on managers with proven edge
Favor smaller, higher performance managers if possible
Use experience, judgement and due diligence to uncover unique opportunities
Identify strategy headwinds and tailwinds by using fundamental and technical analysis
Do not be constrained by rigid guidelines; look outside the box
Keep cash available for time-sensitive opportunites
Allocate by risk considerations, not sector definitions
Give equal value to marginal diversification and marginal returns
Balance higher manager risk/returns with portfolio diversification and/or tactical hedging
Monitor theme concentrations and style drift
Maintain regular contact via calls and visits
Perform rigorous quantitative analysis to track adherence to strategy and stated parameters
Atrevida's Investment approach makes smooth sailing for investors.