Fact Sheet

20-Mar-10

AtlanticEquity

Active in mutual funds from 1995-1999. Closed account in 1999 and focused on being a single father of 2. Returned to the markets in 2001 as an indepen... more

Personal Website

AtlanticEquity has 3 followers

Real Name:

Atlantic Equity

Location:

Pennsylvania, USA

Inception:

04-Jul-08

Ann. Return:

-17.32%

Valuation:

Capitalization Bias:

Mid-Cap

Long/Short:

Long

Investor Type

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Investment Style

I utilize a distinct formula of sector/industry analysis, fundamentals, technicals and economics to navigate to the highest level of market return. Often this strategy will expose me to great risk... But risk is required for making real money in this market.
95% focus on energy, metals, construction / industrial materials, agriculture, infrastructure, and manufacturing...

How AtlanticEquity Got Started

Anxious to return to markets in 2001, after a 2 year hiatus. I believed that I could construct a portfolio that could consistently beat the market. As the years passed, the portfolio has gone through many changes and the hours of research in studying various sectors and industries has paid off.

Job Title:

Director of Recruiting

Industry:

Staffing and Recruiting

Investment Exp.:

5-10 years

Born:

1969

Education:

Peirce College

Qualifications:

Heavy research in sectors & industries

Latest Blog Post

Quanex Building Products Corp (NX) Let's Visit Building Materials! (21-Jul-08)
Yes, I know this is a taboo sector - and yes, I know that this sector is married to the housing bubble, the finance industry, and the homebuilders. Now, although I am a realistic investor, I have seen both ends of the economic cycle. Of which, we are obviously enduring a low point at this time. But, there will come a time when the building/construction materials sector will rally. And, at this po...... View Blog

Performance

	AtlanticEquity	S&P 500
Return Since Inception	-27.76 89.08
Month to Date Return	3.92 3.94	5.55
Last 3 Months Return	4.99 5.02	0.81
Last 12 Months Return	90.42 90.22	50.25
Annualized Return	-17.32 74.64	-1.80
Alpha	-2.92
Beta	1.45

Latest Trades

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Risk

Annualized Std. Deviation

Sharpe Ratio

Maximum Drawdown

61.13%

36.32%


-0.28	-0.13

-72.34%

-48.17%

AtlanticEquity

S&P 500

AtlanticEquity's Latest Commentary

	Created a RPM blog post. 21-Jul-08
	Created a MDU blog post. 21-Jul-08
	Created a USG blog post. 21-Jul-08
	Created a AWI blog post. 21-Jul-08
	Created a OC blog post. 21-Jul-08