South Atlantic Capital will focus on long term results and will not attempt to make short term predictions on the economy, the market, or investment trends. We invest in companies that we believe have sustainable advantages, generate substantial free cash flow, and have high returns on equity. Portfolios are typically invested in approximately 20-25 holdings, usually U.S. listed stocks and ADR’s. More income oriented accounts may also own master limited partnerships. South Atlantic Capital will retain cash for buying opportunities. We believe that the best way to create a margin of safety against unexpected negative developments and market swings is to buy undervalued companies.
South Atlantic Capital’s flagship product is our Core Equity Composite. Since inception (January 1, 1992 through March 31, 2022), our Core Equity Composite's annualized return was 12.06%, net of fees, versus the Russell 1000 Value's 10.15%. Meanwhile, the broad market S&P 500 index returned 10.39% per annum.
South Atlantic Capital is an independent investment adviser registered with the State of North Carolina and the Commonwealth of Virginia. South Atlantic Capital claims compliance with the Global Investment Performance Standards (GIPS®). The firm maintains a complete list and description of composites, as well as GIPS® Reports, which are available upon request by calling (910) 763-4113, or emailing info@SouthAtlanticCap.com. Ashland Partners & Co., LLP has verified South Atlantic's compliance on a firm-wide level for the period of January 1, 1992 to September 30, 2016. ACA Performance Services has verified our firm-wide compliance for the period September 30, 2016 to December 31, 2020. All returns are net of management fees and include reinvested dividends and interest. Please refer to the additional disclosures… Read More