SOURCE: Ativo Capital Management LLC

Ativo Capital Management LLC

April 25, 2012 18:14 ET

Ativo Receives $21MM Allocation From MARTA / ATU Local 732 Employees Retirement Plan

CHICAGO, IL--(Marketwire - Apr 25, 2012) - Ativo Capital Management LLC (Ativo) has received a $21MM allocation on behalf of the MARTA / ATU Local 732 Employees Retirement Plan (MARTA) to manage funds using its International / ADR strategy. Ativo is a Chicago-based MBE investment advisor which rigorously applies financial theory to company analysis based on its proprietary model-based fundamental methodology.

Ricardo Bekin, Ativo's Chief Investment Officer, stated, "We are especially excited about this allocation. Our Ativo International ADR strategy is a strong portfolio and we have long felt it deserved more institutional attention than it has gotten. This allocation is a validation of our faith in this portfolio."

Ativo designs portfolios based on a proprietary methodology which relies on published financial data and integrates discounted cash flow return on investment along with cost of capital and growth and life-cycle theory. Ativo Capital Management's methodology is built on a 40+ year history of objective fundamental financial analysis.

Ativo's approach begins with the premise that, over time, the markets are rational and fundamental economic performance and investor discount rates eventually drive stock price. Ativo objectively quantifies the underlying factors that determine a specific company's discount rate in order to determine a company's real economic value. This approach to measuring fundamental economic performance requires a disciplined framework and a meticulous and detailed understanding of reported accounting data.

The MARTA / ATU Local 732 Employees Retirement Plan ensures that retirement benefits promised to the active and retired members of ATU Local 732, representing the operating employees of the Metropolitan Atlanta Rapid Transit Authority (MARTA) system, are provided in a timely and professional manner. The Board, advised by Gray & Company, manages the assets of the pension system in the most prudent and efficient manner possible.

Additional information on Ativo can be obtained at its website or by contacting Daniel Allen directly either by email or at the below number.

Contact Information

  • Contact:
    Daniel T. Allen
    Director of Business Development
    312-263-7600 x207
    Email Contact