Ativo Capital Management manages investment portfolios using quantitative and fundamental analysis to select undervalued equities. The firm offers separately managed accounts across various domestic and international strategies, including developed markets, emerging markets, small-cap, and concentrated options designed for individual investors. Ativo Capital Management also provides model portfolio recommendations and manages private funds and collective investment trusts. The firm builds portfolios by combining valuation models, operating momentum, volatility screens, and environmental, social, and governance factors, while monitoring risk continuously.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100.0M - $200.0M | 0.40% |
| $200M+ | 0.35% |
Rates shown are for the International Developed strategy. Other strategies have different fee schedules ranging from 0.20% to 0.80% for top tiers. Fees are negotiable.