Β© 2026 Sumer Capital

02

Atlas Fund

Building enduring enterprises across global markets

Overview

The Strategy

A concentrated global equity strategy focused on identifying and partnering with exceptional businesses capable of compounding value over extended periods.

We seek businesses with durable competitive advantages, strong unit economics, and management teams that allocate capital with discipline and foresight.

"Great businesses are rare. When we find them, we hold themβ€”allowing the natural forces of compounding to work over decades, not quarters."

π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β π’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’€π’‹›π’…—π’‰Ώπ’‹Όπ’‹›π’€π’‹›π’…—π’‰Ώπ’‚΅π’† π’ˆ—π’€€π’‡»π’Œ“π’‚΅π’† π’ˆ—π’€€Β Β Β 

Investment Philosophy

The mathematics of compounding favor the patient investor. A business that can reinvest capital at high rates of return will, over time, dramatically outperform alternativesβ€”but only if the investor maintains discipline through market cycles. Atlas Fund is built on this premise: identify extraordinary businesses, acquire them at sensible prices, and hold them as long as their competitive advantages endure.

Foundation

Guiding Principles

Business Quality

We invest in companies with strong competitive positions, recurring revenues, and demonstrated ability to compound value.

Management Excellence

Partnership with founder-led teams and experienced operators who think and act like owners.

Patient Capital

Long holding periods allow compounding to work and reduce friction from transaction costs.

Margin of Safety

Disciplined entry valuations provide downside protection while preserving upside participation.

Fund Purpose

Investment Objective

The fund targets equity investments in publicly traded and select private companies with market-leading positions, sustainable competitive advantages, and management teams aligned with long-term shareholder interests.

"

Role in Investor Portfolio

Core equity allocation for investors seeking long-term capital appreciation through ownership of quality businesses across global markets.

Concentrated portfolio approach means performance may diverge significantly from broad market indices in the short term while targeting superior long-term results.

Institutional Partners

Fund Service Providers

Our funds are supported by industry-leading service providers, ensuring the highest standards of administration, audit, and legal oversight.

Fund Administrator

Apex Group

Global financial services provider delivering fund administration, corporate services, and investor solutions.

Independent Auditor

CBIZ & Marcum

Top-tier accounting and advisory firm providing independent audit and assurance services.

Legal Counsel

Stuarts Humphries

Cayman Islands law firm specializing in investment funds, corporate, and regulatory matters.

Relationship to Sumer Capital

Operates under the governance framework of Sumer Capital Management with dedicated equity research and portfolio management capabilities. Investment decisions are executed by the fund's specialist team while strategic oversight and risk governance remain with the platform.

Next Fund

Yield Opportunities

Disciplined income through structured capital

Next Fund
Ancient Statue Left
Ancient Statue Right