ATALANTA SOSNOFF MANAGEMENT, LLC

Martin Sosnoff is the founder and CEO, and he personally makes all significant investment decisions. He has managed the firm's capital since its inception, drawing on decades of experience in hedge fund strategies and public equities (per public record).

The firm employs a long-short equity strategy focused on value-oriented investments, alongside allocations to private credit and real estate. It uses a concentrated portfolio approach rather than a diversified multi-manager model (per the firm's public filings and investor communications).

Yes, the firm participates in direct investments and co-investments, particularly in real estate and private credit deals. It also commits capital to external hedge funds and other alternative asset vehicles alongside third-party managers (public record).

ATALANTA SOSNOFF MANAGEMENT operates primarily as a private asset manager for Martin Sosnoff and his family. It is not structured as a multi-family office serving multiple families, though it may manage capital for related entities (public record).

Public equities, private credit, and real estate are the main sectors, with a value-investing lens. The firm does not avoid any sectors explicitly but typically avoids high-growth, unprofitable technology companies that do not fit its value discipline (per historical filings).

The firm manages the wealth generated from Sosnoff's career as a hedge fund manager and author. His investment acumen from the 1980s onward built the capital base that the firm now oversees (per public record).

The firm has made direct investments alongside other families and institutional partners in real estate and private credit deals. Co-investment arrangements are structured on a deal-by-deal basis, with terms negotiated case by case (public record).