AFI
Atala Financial Inc. Portfolio
Invests via Atala Financial Inc. | Managed by Atala Financial, Inc.
Invests via Atala Financial Inc.
Managed by Atala Financial, Inc.
Automatically Tracked
Company Profile
A U.S.-based specialty finance firm focused on consumer and small-business lending with digital origination and loan servicing capabilities, Atala Financial Inc. targets secured and unsecured credit assets and portfolio acquisitions. The company positions itself as a lower-cost, data-driven originator aiming to scale through partner distribution, proprietary underwriting engines and structured warehouse financing arrangements.
A U.S.-based specialty finance firm focused on consumer and small-business lending with digital origination and loan servicing capabilities, Atala Financial Inc. targets secured and unsecured credit assets and portfolio acquisitions. The company positions itself as a lower-cost, data-driven originator aiming to scale through partner distribution, proprietary underwriting engines and structured warehouse financing arrangements.
Investment Philosophy & Strategy
Targets disciplined deployment into consumer and small‑business credit where digital origination and analytics create scalable unit economics. Deploys capital through a mix of direct lending, portfolio acquisitions and structured warehouse facilities, prioritizing secured or higher-quality unsecured assets with predictable cash flows. Underwriting emphasizes data-driven credit modeling, partner distribution for originations, and active portfolio management to limit loss severity and concentration risk. Time horizon is geared to medium-term yield generation with opportunistic balance sheet rotation; risk framework centers on margin preservation, liquidity layering and selective capital recycling.
Targets disciplined deployment into consumer and small‑business credit where digital origination and analytics create scalable unit economics. Deploys capital through a mix of direct lending, portfolio acquisitions and structured warehouse facilities, prioritizing secured or higher-quality unsecured assets with predictable cash flows. Underwriting emphasizes data-driven credit modeling, partner distribution for originations, and active portfolio management to limit loss severity and concentration risk. Time horizon is geared to medium-term yield generation with opportunistic balance sheet rotation; risk framework centers on margin preservation, liquidity layering and selective capital recycling.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.58%
Gain
Monthly
-0.03%
Yearly
-0.38%
Drawdown
18.23%
$159.79M
Equity
Holdings
$159.79M
Investment
$137.15M
$21.82M
Profit -$1.55M
Realized
-$814,644.97
Unrealized
$22.64M
Dividends
$2.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.55M
Win %
71%
This Week
Compared To Last Week
Gain
-1.37%
Profit
-$2.22M
Win %
71%
This Month
Compared to last month
Gain
-0.89%
Profit
-$1.43M
Win %
71%
This Year
Compared to last year
Gain
7.57%
Profit
$11.24M
Win %
70%
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+0.2%
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+0.17%
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+0.15%
+$541.62 
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+0.13%
+$1,181.66 
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+0.12%
+$702.94 
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H5919C104
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-2.01%
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-1.9%
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Dividends
Dividend Analysis
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| Trades 842 | Longs Won 448/842 53% | Profit Factor 2.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $243,760 |
| Average Win $75,978.49 | Best Trade (Jul 15) $4.99M | Sharpe Ratio -1,792.83 |
| Average Loss -$31,000.37 | Worst Trade (Jul 15) -$2.24M | Z-Score 3.96 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 4d | Expectancy $25,919.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 5,155 | 4,639 | 4,124 | 3,608 | 3,093 | 2,577 | 2,062 | 1,546 | 1,031 | 515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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