Atrato Advisors
menu
Atrato Advisors

Category: Qualitative Analysis

Organizational Review

DOCUMENTATION REVIEW

  • Presentations, DDQ, Investor Letters
  • Offering Memorandum and Subscription Documents
  • Detailed Biographies
  • News and Press
  • Transparency Reports

ORGANIZATIONAL EVALUATION

  • Track Record
  • Decision-Making Process
  • Conflict Resolution
  • Incentive vs. Discretionary Compensation
  • Principal Capital Investment
  • Alignment of Interests
Posted on March 15, 2016March 15, 2016Categories Qualitative Analysis1,457 Comments on Organizational Review

Investment Process

Trading Discipline

  • Entry/Exit Timing
  • Authority
  • Sizing Controls
  • Position Return Targets
  • Tax Efficiency

Risk Management

  • Leverage
  • Exposures
  • Hedging Techniques
  • Position Limits
  • Concentration in Industry, Sector, Geography, and Currency
Posted on March 15, 2016March 15, 2016Categories Qualitative Analysis1,614 Comments on Investment Process

Portfolio Execution

Investment Strategy Analysis

  • Identifiable Edge
  • Style Integrity
  • Consistency
  • Inherent Strategy Risks
  • Reliance on Outside Research

Security Selection

  • Sourcing & Idea Generation
  • Security Due Diligence
  • Thematic Expression
  • Research Review & Critique
  • Portfolio Construction
  • Risk Analysis & Review
Posted on March 15, 2016March 15, 2016Categories Qualitative Analysis1,454 Comments on Portfolio Execution
805 Third Avenue 11th floor New York, NY 10022 T (212) 582-2200 F (917) 463-4712