HOW WE CONSTRUCT AND OPTIMIZE OUR EQUITY PORTFOLIOS

Atlas Capital Advisors constructs equity portfolios by collecting a vast amount of publicly available market data that is analyzed and optimized using our proprietary, multi-factor, quantitative model. Our model scores geographic regions, countries and sectors based on 4 factors: value, momentum, reversal and size. We look at all markets where investments are feasible and offer sufficient liquidity. Data is analyzed, and portfolios rebalanced, on a quarterly basis. The following two graphics show recent metrics for global regions and countries.

 

REGION BAR CHART GRAPHIC

 

 

US SECTOR VALUATION

Data can be further analyzed using three vectors – X, Y, and Z (intensity) axes. The dropdown tabs can be toggled to determine data set combinations for particular regions.

 

 

BUBBLE CHARTS

Select a filter in the first dropdown. Then choose what metrics you want for the X-Axis, Y-Axis and Bubble Size.