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Investment Philosophy

We believe that by implementing a disciplined investment process, underpinned by our core investment principles, we can deliver investment outcomes for clients within an efficient and responsible risk framework.

Atrium believes that within investment markets, risk is often mispriced and is frequently misunderstood.

We believe that by implementing a disciplined investment process, underpinned by our core investment principles, we can deliver investment outcomes for clients within an efficient and responsible risk framework.

Our investment principles are the bedrock upon which we operate in order to achieve our return objectives. These include:

 

1. Focus First on Risk

We believe a rigorous and defined focus on risk is vital to avoid adverse outcomes and maximise investor returns. Atrium applies a consistent framework to assess and understand the individual risks associated with all investments and investment opportunities. Further, we assess the collective risk of the overall portfolio to ensure we efficiently (and rigorously) manage risks in order to achieve our desired portfolio outcomes.

2. Target Consistent Returns

We seek to achieve consistent, positive returns for our investors over time. This means we look at the upside potential but also keep an eye on the downside in order to mitigate any possible capital loss. Achieving consistent returns over time is a measurable outcome of our investment strategy, and it contributes to our overall objective of building long-term investor wealth.

3. Invest only in Quality

The inherent quality of any investment should never be underestimated. But measuring it requires a discipline in order to assess whether or not each investment meets a stringent standard. No investment will be selected unless Atrium is confident of intimately understanding each factor that may drive positive returns. We also must know what may place potential returns at risk. Atrium’s size and scale allows us to remain a truly active asset manager.

 

Core beliefs that underpin our investment philosophy

  • Valuation is critical to achieving a successful investment outcome
  • Investments should have a margin of safety that reflects the inherent risk of the investment
  • Avoid unnecessary portfolio constraints that will result in sub-standard investment returns
  • Following the herd is a well-worn path and does not make an investment safer