Financial Sector Focus Fund
Ategra Capital serves as the Investment Manager for a private investment fund available exclusively to accredited investors. The fund primarily targets undervalued financial companies, with a focused, results-driven equity strategy aimed at delivering high returns over the medium to long term.
Ategra’s approach emphasizes value and discipline—offering a low entry price, a consistent exit strategy, and a strong emphasis on downside protection. This focus enables more predictable outcomes with downside safety. Key drivers of portfolio success include sector specialization, a microcap bias, and a high-conviction strategy rooted in fundamental research.
Ategra is committed to long-term investment success by adhering to principles such as limiting downside risk, implementing performance hurdles, and maintaining cost efficiency through fee control. This disciplined approach is designed to align with client interests and deliver superior risk-adjusted returns.
Large Capitalization US Long Short Fund
Ategra Capital is the Investment Manager for a private investment fund available to accredited investors. The fund primarily invests in common stocks of large-cap U.S. companies—those included in, or within the market capitalization range of, the S&P 500 Index.
The strategy combines broad-based exposure to large-cap equities for market-like returns delivered in a tax-efficient manner, alongside actively managed long and short positions selected by the Investment Manager. These individual positions are carefully constructed with a conservative bias—prioritizing downside protection and seeking upside potential that is a multiple of the risk assumed.
This dual approach is designed to reduce overall portfolio volatility while aiming for enhanced returns, especially in periods of heightened market turbulence. Ategra’s disciplined investment philosophy emphasizes downside limitation, performance hurdles, and fee control—all critical components of long-term success for its clients.
Investor Requirements
To review the offering materials of the private investment funds managed by Ategra Capital Management, LLC, you must be an Accredited Investor as defined by the U.S. Securities and Exchange Commission under Regulation D of the Securities Act of 1933.
