Smart
Atlantic Capital Investments, LLC (ACI) uses both quantitative and qualitative analysis in its rigorous fund screening process to arrive at a prudent investment portfolio, primarily consisting of mutual funds and/or Exchange Traded Funds (ETF's).
Proper investment selection employs both "science" and "art." As for the "science," ACI starts the selection process with a fund universe of nearly 20,000 mutual fund share class alternatives. Quantitative selection criteria includes, but is not limited to, historical fund performance, rank compared to category peers, Expense Ratio, Turnover Ratio, Manager Tenure, risk in relation to reward, volatility as measured by Beta, Standard Deviation, Total Assets, and Total Number of Holdings.
As for the "art," ACI employs years of experience and knowledge in qualitative analysis for fund selection and fund monitoring that quantitative analysis may not reveal. In other words, qualitative analysis goes "beyond the numbers" by digging deeper to analyze criteria such as fund management style, historical patterns, market or economic cycle factors, and corporate ethical behaviors
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