Ativo Capital Management LLC

Overview

Ativo Capital Management LLC is an investment management firm that focuses on delivering top quartile performance and exceptional service to institutional clients. The firm follows a rules-based process that combines quantitative methodologies with a fundamental overlay to build long-only equity portfolios. Ativo invests globally, with an emphasis on international markets, and utilizes a proprietary model that scores stocks based on assessments of their intrinsic value, price momentum, and other important factors. The firm's investment strategy is rooted in market rationality, behavioral awareness, and active management. Ativo prioritizes real shareholder value, employs a broad opportunity set, and rigorously controls risk through systematic processes. The investment process is anchored in a multi-factor model with a long, successful history of identifying stocks poised to outperform and those that will lag. This model has been refined and improved over the last 40 years. Ativo Capital Management LLC has a history of success, having responsibly managed a portfolio that now exceeds $1 billion. The firm's international investment strategies boast competitive performance and significant returns since their inception. This track record reflects Ativo's enduring commitment to strategic growth and excellence in investment management, as well as its dedication to prudent, sustainable expansion and client satisfaction.

Investment Focus

• Minimum account size of $100,000 for standard strategies; certain strategies have a minimum of $5,000,000.

Portfolio Companies