The Atlas Core Australian Equity Portfolio was launched in April 2018 and is currently available as a separately managed portfolio on the Hub24 and Netwealth platforms. See managed portfolio disclosure document
Atlas Concentrated Australian Equity Portfolio Latest Monthly Newsletter
Atlas delivers active, high conviction “best ideas”, core portfolios for growth and income-focused investors.
Atlas provides two “pure-play” ASX 200 concentrated Australian equity growth and equity income models, tailor-made for managed accounts.
Atlas model portfolios are supported by a comprehensive range of communications to maximise the advantages of the managed account structure.
Atlas’s portfolios are uniquely built with the following core principles:
o Active bottom-up, stock driven
o Style neutral
o Benchmark unconstrained
o Market cap agnostic
o Concentrated, high conviction
o Risk managed
o Fully invested
Atlas invests in outstanding established businesses with a focus on quality reliable earnings, distributions and capital growth to deliver superior long-term returns
Portfolio Construction
The portfolio is managed with the goal of:
- constructing a concentrated portfolio of 18-30 large cap securities which are not trading at excessive valuations, relative to the peer group;
- maximizing after tax returns for investors, based on favouring stocks that pay a high franked yield, and capital gains deferral through reduced turnover and by utilizing long-term capital gains tax concessions; and
- a key focus on earnings and dividend sustainability designed to preclude investment in companies that may pay a high current dividend, but have a probability that this will be reduced in the medium term.