About Us

Atla Capital Management is an SEC registered investment firm founded in 2020 by John Haskell. The firm applies a value investing philosophy and approach to the analysis of emerging market public equities.

Atla strives to achieve superior long-term returns by investing in the rise of megacities across the global south. Our methodology pairs immersive, bottom-up due diligence of individual companies operating in emerging markets with a focused framing of socioeconomic transformation: urbanization.

Atla’s strategy seeks to invest primarily in real estate and infrastructure companies whose supply-constrained hard assets in rapidly growing cities markets grossly undervalue. We believe our ‘edge’ is our thematic focus on urbanization, our sectoral focus on the companies that stand to benefit most from it, and our long-term mindset to invest capital behind a generational change.

Investment Product

Atla manages a long-only global emerging market equity portfolio, the Atla Global Urbanization Listed Fund, LP (“GULF”), on behalf of primarily endowment and foundation clients, focusing on real estate and infrastructure sectors in which the team has developed expertise. GULF targets 15 to 20 positions that comprise a high- conviction, globally geographically diversified portfolio.

Investment Philosophy

Atla seeks to apply a rich intellectual heritage of value investing to a nascent and under-analyzed segment of capital markets: real estate and infrastructure companies in emerging cities. Our long-term mindset is central to our investment philosophy. The growth of cities drives the appreciation of supply-constrained hard assets, a secular tailwind benefiting disciplined, patient capital.

Investment Process

Atla pursues a fundamental, research-intensive process to find price inefficiencies in public markets. We seek three criteria in our process: 1) valuation safety in buying hard assets at dislocated prices, 2) balance sheet strength to see through business cycles and tail risks, and 3) vetted governance that aligns management with shareholders’ interests.

3 Columbus Circle, 15th Floor
New York, NY 10019

info@atlacap.com  | +1 332 203 2580

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