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Home > Financial Services > Mutual Funds > Atlantic Whitehall
Atlantic Whitehall
The Atlantic Whitehall Funds is a mutual fund company. The company is managed by Stein Roe Investment Counsel, which is a subsidiary of the Atlantic Trust. Atlantic Whitehall fund was established in New York at 1923, as the trust department of J. Henry Schroder Bank and Trust to serve as the U.S. office of its then-British parent, Schroders, PLC. Atlantic Trust currently manages approximately 15 billion dollars in equity, fixed-income, and balanced assets for foundations, endowments, employee-benefit plans, and individuals.
The company has various types of funds like Atlantic Whitehall Growth Fund, the Atlantic Whitehall International Fund, the Atlantic Whitehall Mid-Cap Growth Fund or the Atlantic Whitehall Multi-Cap Global Value Fund.
The Atlantic Whitehall Growth Fund seeks long-term capital appreciation by investing in the common stock of established companies. The fund’s managers seek growth at a reasonable price, a strategy that enables the fund to prosper in various market environments. This tax-efficient, diversified vehicle blends the growth and value investment styles and is well suited as a core holding.
Due to the Fund’s value orientation, the Fund tends to have higher yields and lower price-to-earnings ratios than the MSCI EAFE Index. In addition, due to the Fund’s focus on returns and reinvestment capabilities, the companies the Fund invests in also tend to have higher returns on equity and earnings growth than the MSCI EAFE Index. The result is a portfolio emphasizing fifty to sixty of the sub-adviser’s best-ranked stocks.
The Mid-Cap Growth Fund’s objective is to apply a fundamental quality-growth investment philosophy to a broadly diversified portfolio of large-cap stocks. Stock selection focuses on companies capable of generating sustainable above-average growth in earnings and/or cash flow. Businesses with a proprietary niche or franchise that insulate the company from cyclical economic pressures are identified. In particular, companies with improving businesses are targeted, which translates into accelerating revenues, higher margins, and positive earnings momentum. This fund’s Net Asset Value is 12.50
To achieve long-term capital growth, investments are made in these companies at prices below their intrinsic value as determined by its anticipated earnings and cash flow growth over the next three to five years.
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