Proprietary Strategies

Value Delivered Through Proprietary Investments

Though many try, we believe that it is virtually impossible for one firm to build internal strategies that outperform across all asset classes. Beating the market is no easy thing, and we attempt to do so only where we believe we have seasoned professionals with a high-conviction investment philosophy and a performance edge. In other words, the bar is set high. We believe the track records of our carefully chosen internal strategies clear those high standards.

U.S. EQUITIES:

Mid-Cap

Multi-Cap

Multi-Asset Class

NON-U.S. EQUITIES:

MASTER LIMITED
PARTNERSHIPS (MLPS):


Atlantic Trust

Disciplined Equity

The Disciplined Equity Strategy is a tax-efficient, large-cap U.S. equity strategy with a focus on leading companies that generate significant free cash flow.

Four important factors drive its strong results:

  • A focus on bottom-up fundamental analysis to identify quality companies to invest in for the long term.
  • An emphasis on free cash flow.
  • Opportunistic buying and disciplined selling.
  • A right-sized team, committed to the Strategy—and to clients—averaging 17 years' industry experience.

Podcast

as of 06.21.16

Atlantic Trust Disciplined Equity Strategy

Brant Houston, CFA, co-manager of the Disciplined Equity Strategy, discusses what he believes differentiates the Atlantic Trust Disciplined Equity Strategy from its peers.

Listen (6:38)

Firm Expert


Patricia A. Bannan, CFA

Co-Manager, Disciplined Equity Strategy

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Firm Expert


Brant Houston, CFA

Co-Manager, Disciplined Equity Strategy

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Team Geneva Advisors

Equity Income

The Equity Income strategy's primary focus is on total return, with the ability to invest in high-quality common stocks, Real Estate Investment Trusts (REITs) and Master Limited Partnerships (MLPs) that exhibit dividend growth greater than the market. The portfolio aims to provide lower volatility than the overall market.

Three important factors drive its strong results:

  • Attractive dividend growth: seeks securities growing their dividends at an above-average rate.
  • High conviction: high-conviction portfolio of companies with above-average revenue, cash flow and earnings growth.
  • Flexible: ability to invest in a range of income securities including dividend-paying common stocks, REITs and MLPs.

A Non K-1 version of the strategy is available that follows the same investment process except in order to simplify client tax reporting, the strategy does not invest in securities that generate K-1s.

Firm Expert


Robert C. Bridges

Co-Head,
Team Geneva

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Firm Expert


John P. Huber

Co-Head,
Team Geneva

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Firm Expert


Gordon Scott, CFA

Portfolio Manager, Equities

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Team Geneva Advisors

Large Cap Growth

The Large Cap Growth strategy aims for growth with low volatility by investing in large market capitalization companies. These are high-quality companies that are generally dominant in their industries and that exhibit above-average earnings growth and strong competitive positions.

Three important factors drive its strong results:

  • Established: focuses on companies with capitalizations generally above $10 billion and above-average earnings growth.
  • Competitive advantage: invests in companies that exhibit strong competitive positions, high levels of earnings visibility, strong profitability and superior management.
  • Consistent growth: seeks stable companies with consistent, long-term growth.

Firm Expert


Robert C. Bridges

Co-Head,
Team Geneva

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Firm Expert


John P. Huber

Co-Head,
Team Geneva

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Firm Expert


Gordon C. Scott, CFA

Portfolio Manager, Equities

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Atlantic Trust

Mid-Cap Growth

The Mid-Cap Growth Equity Strategy is a tax-efficient, U.S. mid-cap equity strategy that seeks long-term capital appreciation by investing in high-quality companies with excellent business models that generate consistent, strong financial returns.

Three important factors drive its strong results:

  • A stringent philosophy and process for assessing business models, determining quality and identifying consistent growth prospects that have been successfully utilized since the Strategy’s inception.
  • An adherence to strict risk controls to avoid exposing clients to undue risk in our estimation.
  • A notably experienced and stable team including co-portfolio managers with over 20 years' tenure together on the Strategy.

The Advisor

Q3 2016 Edition

Boom, Bust, Recovery

Housing is now in a modest, but solid, recovery, in large part due to spending on R&R—repair and remodeling.

Read more

Firm Expert


Jay Pearlstein, CFA

Co-Manager,
Mid-Cap Growth Equity Strategy

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Firm Expert


Frederick L. Weiss, CFA

Co-Manager,
Mid-Cap Growth Equity Strategy

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Team Geneva Advisors

All Cap Growth

The All Cap Growth strategy seeks to outperform the market by investing in quality, high-growth companies, experiencing strong and visible growth. The strategy has a high active share and the ability to invest across all market capitalizations.

Three important factors drive its strong results:

  • Quality growth: focuses on quality, high-growth companies with strong near-term and long-term growth prospects and positive business momentum.
  • High conviction: conviction-weighted portfolio with high active share
  • Flexible: ability to invest in companies across the entire market capitalization spectrum.

Firm Expert


Robert C. Bridges

Co-Head,
Team Geneva

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Firm Expert


John P. Huber

Co-Head,
Team Geneva

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Atlantic Trust

Income Opportunities

The Income Opportunities Strategy is a tax-efficient, income-generating U.S. equity and fixed income strategy that seeks current income and long-term capital appreciation by investing in high-quality companies with significant free cash flow.

Three important factors drive its strong results:

  • A diversified source of income and asset class exposures to generate income with growth outpacing inflation.
  • A disciplined investment process with a focus on quality.
  • A notably experienced, committed team averaging 18 years' industry experience.

Blog

as of 09.27.16

Winners and Losers: Potential Election Impact on Market Sectors

We lay out the issues and the candidates' views in the three sectors that we believe have the most to gain or lose from the election results.

Webinar

as of 09.08.16

Is It Over Yet? Thoughts on the Election and Markets

Housing is now in a modest, but solid, recovery, in large part due to spending on R&R—repair and remodeling.

Watch now

Firm Expert


Gary E. Pzegeo, CFA

Head of Fixed Income

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Firm Expert


Brant Houston, CFA

Co-Manager, Income Opportunities Strategy

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Team Geneva Advisors

International Growth

The International Growth strategy focuses on high-quality international companies that sustain higher-than-average earnings growth over extended periods of time. The strategy employs a fundamental bottom-up stock selection process while maintaining sector and geographic awareness.

Three important factors drive its strong results:

  • Diversified growth: seeks companies that derive the majority of their revenues and growth internationally and have sustainable business models with above-average earnings growth.
  • High conviction: conviction-weighted portfolio with high active share.
  • Multi-cap: ability to invest in companies across all market capitalizations.

Blog

as of 03.29.18

[Trade] War – What Is It Good For? Absolutely Nothing

After a year of unusually low volatility in 2017, domestic and international markets have treated investors to a wild start in 2018.

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Blog

as of 03.20.18

Has the Opportunity for Buying International Stocks Passed?

Many investors are concerned that the opportunity for buying international stocks has passed. However, as the U.S. bull market ages, prospects for international stocks are still compelling.

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Firm Expert


Daniel P. Delany, CFA

Portfolio Manager, Equities

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Firm Expert


Matt Scherer, CFA

Portfolio Manager and Analyst, Equities

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Atlantic Trust

Fixed Income

Blog

as of 02.22.18

Bonds Versus Bond Funds: Is Either Approach Advantageous in a Rising Rate Environment?

Yields on 10-year Treasury bonds have been in decline for the last three decades, but the recent reversal in interest rates has many questioning if the thirty-year bull market in bonds is finally over.

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Market Update

as of 02.09.18

Increased Volatility, Yet Continued Strength

While volatility products can claim a large share of the responsibility for February's downturn in equity markets, interest rates still influence the pricing of risky assets.

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Firm Expert


Gary E. Pzegeo, CFA

Head of Fixed Income

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Firm Expert


Timothy Musial, CFA

Portfolio Manager, Fixed Income

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Atlantic Trust

Hedge Funds of Funds

Alternative strategy that seeks to reduce overall portfolio risk through diversified hedged strategies with low correlations to traditional asset classes.

Three important factors drive its strong results:

  • A "top-down" and "bottom-up" institutional investment process that combines dynamic portfolio construction and pragmatic risk management delivered in an institutional framework.
  • A flexible hedge funds structure that can cope with non-normal asset prices.
  • A notably experienced and stable team including co-portfolio managers with over 14 years' industry experience.

The Advisor

Q1 2017 Edition

Inflection Point

Forget what you may have learned in calculus—that an inflection point is the point where the direction of a curve changes. Instead, think of inflection point's other definition: a time of significant change in a situation; a turning point after which a dramatic change is expected to result.

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Firm Expert


Jigar Patel, CFA

Co-Manager, Hedge Funds

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Firm Expert


Ohm Srinivasan, CFA

Co-Manager, Hedge Funds

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Atlantic Trust

Energy Infrastructure

The CIBC Atlantic Trust investment research team also includes a seasoned group of portfolio managers and analysts focused on energy infrastructure, including Master Limited Partnerships (MLPs).

Streetwise Reports

as of 06.01.17

Simplification: A Positive Change for MLP Industry, Investors

Adam Karpf, CFA, portfolio manager for CIBC Atlantic Trust, discusses the MLP sector's current trend toward simplification in an article he bylined for Streetwise Reports.

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Firm Expert


Adam R. Karpf, CFA

Co-Manager, Energy Infrastructure Strategy

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Firm Expert


Paul M. McPheeters, CFA

Co-Manager, Energy Infrastructure Strategy

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