A Boutique Investment Firm Specializing in Equity Portfolios for Individuals and Institutions
South Atlantic Capital is an independent investment management firm known in the industry primarily for its successful value-based stock selection strategy. We act only as a fee-based advisor, managing separate private accounts on a discretionary basis. Our interests are aligned with your interests because the portfolio manager’s assets are invested alongside your assets.
We are located in Wilmington, NC, and registered in the state of North Carolina and the Commonwealth of Virginia. However, we serve clients in a number of states. Contact us, and let’s talk about your investment goals.
Following the Investment Industry’s Best Practices for You
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 info@southatlanticcap.com.
GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote South Atlantic Capital, nor does it warrant the accuracy or quality of the content contained herein.
Introducing the “Core Equity” Portfolio
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.
