Want to learn more about AtlasTrend? Go behind the scenes with our video interview series to get to know AtlasTrend and our series of managed funds (called Trends) better.
Watch this interview with Kevin Hua, AtlasTrend Co-founder & Head of Investments. Learn why AtlasTrend was created, what’s behind the investment philosophy and why it’s a refreshing change for investors. (Viewing time 1:34 mins)
The following information does not take into account your personal objectives, financial situation or needs. You should consider if the relevant investment is appropriate having regard to your own objectives, financial situation and needs.
CLICK BELOW to watch the video (viewing time is 1:34 minutes)
Q: Are you seeing a shift in investor mindset?
Yes, that’s a major reason why we started AtlasTrend.
We see investors increasingly want to make investments in tangible assets that mean something to them or investing with the purpose and we hope to marry that up with long-term investment returns for them.
Q: Why is Atlas Trend a refreshing change for investors?
We’re independent and importantly, we seek to provide 3 things for investors:
- provide transparency (full portfolio disclosure)
- lower fees that seeks to align with the investors’ interests in active management
- education through our research for investors
Q: What’s behind the investment philosophy?
We focus on selecting trends or themes that are long term and structural in nature that are transforming how billions of people live, not simply cyclical fads.
We then ask are these themes long lasting, that is, do they will it provide long-term growth at least 5-10 years.
Once we identify the trend, we aim to select the best 15 or so blue-chip companies that are leveraged to the trend and we believe will deliver sound investment returns over the long term, using a combination of data/factor sets as well as fundamental stock selection.
You may also like
Learn more about AtlasTrend Clean Disruption Fund
What does it mean, which companies are driving it & should you consider investing in it? Hear the story behind our latest fund created for investors seeking to invest in line with their values of environmental consciousness. (Viewing time 2:48 mins)
AtlasTrend manages global share funds investing in companies such as Google, Amazon, Facebook and Apple driving or benefiting from global themes such as big data and online shopping. Sign up to learn more.