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Altanes Investments, LLC in Something Directory

 

Altanes Investments is a SEC registered investment advisory firm specializing in the management of large cap growth equities. Our goal is to both preserve and increase the wealth entrusted to us by our clients. We work for a select group of clients, offering a high level of portfolio customization and direct access to the portfolio managers. The Altanes conservative growth philosophy is similar to an investment philosophy that we have worked with since 1986. We established Altanes investments in 2003 and continue to believe that an actively managed portfolio of reasonably valued high quality growth stocks is likely to provide our clients with superior risk-adjusted and absolute returns over a market cycle. To achieve that goal, we follow a structured and transparent investment process. This disciplined process allows our clients we work with to clearly understand the reasons behind our stock selection and minimizes style drift. The Altanes transparent, structured and repeatable investment process results in portfolios with consistent high quality characteristics. The companies included in our clients’ portfolios display high levels of profitability, high level of sustainable growth rate and consistent earnings growth. In addition, their moderate P/E ratios and high future expected growth rates result in excellent PEG valuation. The typical Altanes portfolio consists of 50 positions - this prudent level of diversification is designed to meet the long-term financial goals of our clients while avoiding undue risk by minimizing the risk of an individual holding. Each portfolio holding is equally weighted at approximately 2% of the total account value. We believe that each of the portfolio holdings has the same probability of future price appreciation. Our portfolios are benchmark agnostic, with equally weighted 50 most attractive stocks rather than particular benchmark-related individual holding or sector weights. However, our investment style concentrates on large capitalization growth equity stocks, and quantitative analysis of our returns suggests Russell 1000 Growth as the most appropriate benchmark.

 

Address: 111 broadway, 17th Floor New York, NY 10006-1914
Telephone: 646-442-2190
Fax: 212-964-0515
Website: http://www.altanes.com/