Investment Process
Atlantic Advisors has built a three step investment process.
Understand the Big Picture
We strive to understand the economic framework which allows us to find opportunity and avoid significant headwinds. This involves surveying and understanding a range of influences such as interest rates, equity valuations, politics, seasonality, money flows, and technical indicators.
Idea Generation
We have built a playbook of trade structures which spans asset classes and styles. We seek to identify the strategies that currently offer the best risk/return profile for the current market environment regardless of style or asset class.
Defined Risk
In order to focus on capital preservation the portfolios are structured with the absolute goal clearly in focus. Risk is not defined relative to a market benchmark but relative to the stated needs of the investor.