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 12/31/19. The fund's latest filing disclosed 218MM in positions, representing 24% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 12/31/19. The fund's latest filing disclosed 218MM in positions, representing 24% of the manager's regulatory AUM.
ATIVO CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ATIVO CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ICLR | 8.42% | Cons. Disc. | -16.39% | -0.04% | 0 | 3% | ||
| AER | 8.4% | Industrials | -61.31% | -3.17% | 0 | 8% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
ATIVO CAPITAL Portfolio Concentration
ATIVO CAPITAL Location
120 N LASALLE STREET SUITE 2150
CHICAGO, Illinois
UNITED STATES, 60602-2493
CHICAGO, Illinois
UNITED STATES, 60602-2493
ATIVO CAPITAL Contact Information
Phone Number: 312-263-7600
Fax Number: 312-263-0007
Website: http://www.ativocapital.com
Fax Number: 312-263-0007
Website: http://www.ativocapital.com
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