Scott Bilter on combining value and momentum for stock selection

by Atlas Capital|Published April 17, 2013

Scott Bilter of San Francisco-based Atlas Capital, managers of the MergerArb and Broad ETF Covestor models, was recently a guest on on Jay Cruz’s News at 7 finance show.

On the show – embedded below – Scott discusses the combined value and momentum focus at Atlas, and how their long-only merger arbitrage portfolio works.

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Atlas Capital

Atlas Capital Advisors Inc is an independent, fee-only investment advisor dedicated to providing unbiased advice to our clients. Our specialty is designing and managing sophisticated, tax-sensitive portfolios based on a systematic, disciplined, unemotional, and academically rigorous investment process. We serve affluent individuals, families, trusts, nonprofits and privately held businesses. Ken Frier is the Chief Investment Officer. Prior to joining Atlas, he held the same role at Walt Disney, Hewlett-Packard, Stanford and the UAW. Jonathan Tunney is the founder. He is the architect of the Atlas Capital enhanced indexing system.

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