ATIVO CAPITAL Overview

Ativo Capital Management Llc is an investment advisor that manages 899.6 MM dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 433MM in positions, representing 48% of the manager's regulatory AUM.

ATIVO CAPITAL StockAlpha

-3.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ATIVO CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ACN 3.68% Tech -3% -0.03% 0 17%
AVGO 3.06% Tech 0% 0.08% 0 16%
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FEATURED IN
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ATIVO CAPITAL Founders and Key Employees

Name Title In Position Since
Ricardo Bekin Chief Executive Officer/Chief Investment Officer August-2002
Michael S. Brooks Member/Director Of Client Relations September-2005
Adan Galvan Member/Senior Portfolio Manager January-2010
Eric T. Pucek Chief Compliance Officer/Operations Manager May-2014
Dennis Aust Member/Deputy Chief Investment Officer/Director Of Research May-2014
Huan Kiat Tang Member/Senior Securities Systems Analyst May-2014
Ram Gopal Gandikota Member/Senior Portfolio Manager/Associate Director Of Research May-2014

ATIVO CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ATIVO CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS

Ativo’s investment approach is firmly rooted in sound financial theory—we apply discounted cash flow return on investment methodologies. We combine quantitative methodologies with a fundamental overlay to actively manage long-only international and domestic portfolios in a systematic and disciplined way.

The portfolio decision making process is primarily quantitative and driven by three factors. The first and most heavily weighted factor is valuation. Ativo establishes the intrinsic value of each stock in our investable universe by converting publically available accounting data into a current cost accounting format in order to calculate real economic performance and growth rates of firms. We also calculate company-specific discount rates and utilize life-cycle theory to determine fade-rates in company growth. Stocks with the highest intrinsic value are thereby identi...
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ATIVO CAPITAL Portfolio Concentration

ATIVO CAPITAL Location

120 N LASALLE STREET SUITE 2150
CHICAGO, Illinois
UNITED STATES, 60602-2493

ATIVO CAPITAL Contact Information

Phone Number: 312-263-7600
Fax Number: 312-263-0007
Website:

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