Our Investment Philosophy
Our Core Investment Beliefs
How We Apply Our Investment Beliefs
At Ategenos, our investment philosophy is rooted in a legacy of consistent results achieved by seasoned professionals, each contributing over 20 years of portfolio management experience. Our cohesive team is committed to a dynamic investment approach with a strategic allocation framework enhanced by multiple alpha drivers. We maintain independence and objectivity, allocating our portfolios to third party investment managers and building for efficiency from a cost and tax management perspective. Additionally, we pride ourselves on keeping advisors abreast of portfolio changes and meaningful market events by directly communicating our thoughts and convictions on a timely basis.
Our Investment Process
Portfolio Design
Defined asset class ranges around strategic asset allocation
Flexible and thoughtful approach
Dynamic Asset Allocation
Identify cyclical and secular trends
Implement capital market views through active overlay
Investment Communication
Facilitates meaningful discussions between advisors and their clients, that seeks to lead to better decisions
Proactive, timely, and comprehensive
Selection and Monitoring
Active manager selection and ongoing monitoring
Thoughtful use of active and passive strategies
