The annual SPIVA Persistence Scorecard, published by S&P Dow Jones Indices (July 2014), shows that very few funds can consistently stay at the top. Of 687 funds that were in the top quartile as of March 2012, only 3.78% managed to stay there by the end of March 2014.
Atlas Capital Advisors
We are an independent, fee-only registered investment advisor dedicated to providing unbiased advice to our clients. Our specialty is the design and management of sophisticated, tax-sensitive portfolios for individuals and institutional investors. We seek to produce desirable returns while minimizing costs through proven investment strategies that include separate equity and fixed income securities.
Download SEC Brochure
Atlas Risk Advisor LLC
AtlasFX is the industry’s only all-in-one platform that helps you Access, Analyze, React to and Visualize your global currency risk.