What do we offer?

Atrevida Partners combines best-in-class risk management, analytics and governance with judgment and experience.

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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)
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The four pillars of the Atrevida Investment Process

The utmost care is placed on risk management every step of the way

Manager Selection

  • Focus on managers with proven edge
  • Favor smaller, higher performance managers if possible
  • Use experience, judgement and due diligence to uncover unique opportunities

Strategy Allocation

  • 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

Portfolio Construction

  • 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

Monitoring

Portfolio Level

  • Monitor theme concentrations and style drift

Manager Level

  • 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.