Atlas Capital Management
Atlas is the singular vision of Michael C. Jakob—pioneer of modern quality investing .
Michael C. Jakob
Founder & Chief Investment Officer
Michael C. Jakob is a legendary investor who has achieved what few thought possible: 28.5% annualized returns over 18 years, turning every $1 million into $110 million. This track record places him among the greatest investors of all time.
Beyond Atlas Capital Management, Michael founded AlleAktien, a world-leading quality investing research platform, Eulerpool Research Systems, a world-leading financial data and analysis platform, and Better Markets, the world leading private equity neobroker. These ventures demonstrate his commitment to democratizing access to institutional-grade investment research and systematic quality analysis.
As the inventor of modern quality investing and the AlleAktien Quality Score (AAQS), Michael has built a systematic framework that removes emotion and bias from investing while maximizing long-term returns. His approach combines rigorous quantitative analysis with deep fundamental research, creating a repeatable process for identifying 10-baggers and 100-baggers before the market recognizes their potential.
Michael's investment philosophy is built on an unwavering focus on quality: fortress balance sheets, sustainable competitive advantages, exceptional management teams, and businesses that generate extraordinary returns on invested capital. We doesn't just invest in companies—we identify irreplaceable, cash-printing machines that will compound wealth for generations.
With Atlas, we are building something unprecedented: a concentrated portfolio of the world's most exceptional businesses, engineered to deliver 100x returns over the next two decades. This isn't just a fund—it's a systematic approach to building generational wealth over many decades.
The Atlas Philosophy
Michael's approach is radically different from traditional asset management. While most investors chase short-term performance and diversify into mediocrity, Michael concentrates capital into a small number of exceptional businesses and holds them for decades.
This requires an unemotional, systematic approach. The AAQS framework analyzes thousands of stocks across dozens of quality metrics, filtering out 99% of companies to identify only the most exceptional compounders. Every business in the Atlas portfolio must pass rigorous tests: fortress balance sheet, sustainable competitive advantages, exceptional ROIC, and management teams that think like owners.
The result is a portfolio of antifragile businesses—companies that don't just survive market downturns, but emerge stronger from them. These are the businesses that will define the next generation of wealth creation.
Why One Visionary Matters
The greatest investment track records in history were built by singular visionaries with unwavering conviction and decades-long time horizons. Committees dilute excellence. Consensus produces mediocrity.
Michael's 18-year track record of 28.5% annualized returns proves that systematic discipline, combined with deep conviction, produces extraordinary results. His approach has survived multiple market cycles—the 2008 financial crisis, the COVID-19 pandemic, and everything in between—not by avoiding volatility, but by owning businesses that become stronger during periods of stress.
With Atlas, you're not investing in a committee or a team—you're partnering with one of the world's most successful systematic investors, backed by 18 years of proven results and a framework designed to compound wealth for generations.