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Research

Research

The Atkins Investment Group encourages all research analysts to be thorough, insightful, and creative in their attempts to find solid investment opportunities. When evaluating particular industries and companies, analysts strive to independently assess how the feel a company will perform over the next 9-12 months. An outlook for all current and prospective holdings of the Wildcat Fund must be kept at all times and updated weekly.

  • Strong Buy. The stock is expected to appreciate and produce a total return of at least 15% and outperform the S&P 500 during the next 6-12 months.
  • Outperform. The stock is expected to appreciate and outperform the S&P 500 over the next 12 months.
  • Market Perform. The stock is expected to perform generally in line with the S&P 500 over the next 12 months and is potentially a source of funds for more highly rated securities.
  • Under Perform. The stock is expected to under perform the S&P 500 or its sector over the next six to 12 months and should be sold.

Integrity - Company "cheating" policy

Anytime one of our companies participate in any kind of accounting scandal or illegal stock option granting we will sell the entire portion of our investment. We have a certain level of integrity to uphold within our organization and we will not deal with any sort of illegal accounting irregularities of any sort. Potential examples of company "cheating" include:

  • Accounting irregularities
  • Illegal backdating of options
  • Lawsuits & legal problems

10 Sectors

Use of the Global Industry Classification System (GICS). See http://www.mscibarra.com/resources/pdfs/GICS_Sector_Definitions_2006.pdf

  • Energy
  • Basic Materials
  • Industrial
  • Consumer Discretionary
  • Consumer Staples
  • Health Care
  • Financial
  • Technology
  • Telecommunications
  • Utilities

Responsibilities

Portfolio Manager

  • Manage entire portfolio
  • Maximize fund returns and control risk
  • Responsible for asset allocation and sector weights

Sector Leader

  • Manage sector portfolio
  • Evaluated on performance against sector benchmarks
  • Identify the best investment ideas for the sector
  • Consult with portfolio manager

Research Analyst

  • Generate investment ideas for sector
  • Monitor current sector investments
  • Consult with sector leader