At South Atlantic Capital, we are dedicated to maintaining the highest standards of practice and transparency in managing your funds. For example, we are proud of the fact that we voluntarily follow the Global Investment Performance Standards (GIPS®) and submit to an annual third-party verification. The GIPS® standards require us to maintain and follow rigorous policies and procedures regarding the calculation, presentation, and distribution of our investment results.
For those who want to learn more about our performance and compliance with the GIPS® standards, you can request our complete list and description of composites as well as GIPS compliant presentations at email@example.com.
South Atlantic Capital’s flagship product is our Core Equity portfolio. We have managed separate accounts for both individuals and institutions using this “large-cap value” philosophy and strategy since January 1, 1992. Our intense research results in a somewhat concentrated portfolio of businesses that we understand very well, and which we believe can perform relatively strongly in all economic environments—an “all weather” portfolio. We generally hold 20-25 names.
Our Core Equity Composite is simply the aggregation of our client accounts that have been invested in our Core Equity portfolio over time. Our Core Equity Composite has a verified 31-year record of market outperformance.
Please view the Performance page for detailed information about our investment results, including the latest GIPS Report for the Core Equity Composite.
South Atlantic Capital’s Core Equity Fact Sheet highlights the performance, characteristics and strategy of our flagship product.
Our quarterly newsletter details our thinking on the investment environment, our current holdings and our performance results.
We retain PSN to provide in-depth third-party analytics and rankings of our performance against other leading investment managers.