Education
BS Math, U of North Carolina Chapel Hill, MBA Stanford

Qualifications
Chief Investment Officer of Disney, Hewlett-Packard, Stanford, UAW Medical Trust. Chartered Financial Analyst.

Investment Experience
25 years

Founded
2003

Company Name
Atlas Capital

  • Address
  • 38 Keyes Ave.
  • Suite 200
  • San Francisco
  • California
  • 94129

Atlas Capital

Atlas Capital Advisors, LLC. is a San Francisco based registered investment adviser serving ultra-high-net-worth individuals. Jonathan Tunney is the Founder and Chief Investment Officer.

Prior to founding Atlas, he was responsible for worldwide currency risk management for Hewlett Packard, managing the firm’s exposure to billions of dollars in foreign currency exchange.

Investment portfolios

The Atlas Global Downside Protected (GDP) strategy is a global equity strategy benchmarked to the MSCI All-Country World Index (ACWI).  GDP is designed to reduce the risk of large loss in sustained market declines, while still striving to achieve gains when stock markets are rising.  The strategy does this by avoiding segments of global stock markets that have heightened risk profile; staying fully invested in “good markets” (using cash sparingly); and opportunistically managing foreign exchange rate risk.   As with the other Atlas strategies, GDP uses a consistent, systematic approach with a foundation in academic and Atlas proprietary research.

Strategy
ETFs / Funds
Sharpe ratio
1.13 365 days
Performance
11.7% 365 days
Risk score
Fees
  • 0.75% fee
  • $20,000 min

We focus on US takeover targets or potential takeover targets and use screening guidelines including liquidity, premium and share price. Our focus is current US takeover targets or potential targets.

Strategy
Stocks
Sharpe ratio
-0.81 365 days
Performance
-7.3% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 min

Portfolio commentary

  1. Profile Picture Asia tilt October 12, 2016

    We're overweight on Asia and emerging markets

  2. Profile Picture Volatile times for stocks July 13, 2016
  3. Profile Picture Brexit: The big picture July 01, 2016
  4. Profile Picture Navigating choppy waters June 23, 2016
  5. Profile Picture Navigating the choppy market waters March 23, 2016
Show more

Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.