Holistic Management
Portfolio Construction
…and Boots On The Ground

ATC Executes a value‐added timberland investment strategy…

Focused on
  • Rapidly growing Southeastern U.S.
  • Less efficient middle to small‐cap market
  • Constructing more concentrated, higher conviction portfolios
  • Direct, “on‐site” management practices
  • Creating diversification within portfolios
  • Generating alpha through additional non‐timber strategies (mitigation, conservation, minerals, etc.)
Seeking to deliver:
  • Unlevered long‐term risk‐adjusted returns in excess of our benchmarks
  • Investments that protect investors’ capital during unfavorable economic periods
  • Inflation protection
  • Positive impacts to society and the environment