Discover the ATRAM Alpha Fund: A New Equity Investment Strategy

ATRAM has launched the ATRAM Philippine Alpha Opportunity Fund, a peso-denominated equity unit investment trust fund (UITF) designed to give investors access to a broader and more  differentiated part of the Philippine equity market. 

The Philippine growth story is broader than the largest companies in the market. Beyond the  familiar names are businesses that help power everyday economic activity: companies tied to infrastructure needs, resources, utilities, domestic consumption and financial activity. These  sectors are deeply linked to how the economy functions, and may offer a differentiated source of  long-term growth potential within Philippine equities. 

The ATRAM Philippine Alpha Opportunity Fund is built around this opportunity. By focusing on  companies with high growth potential across the broader listed market, the Fund gives investors  access to businesses that may still have room to grow, scale, and become more widely recognized  over time.

Its current positioning includes resources and materials, utilities and infrastructure,  consumer staples, and selected financials, creating a Philippine equity experience that is anchored  on the real economy. 

“The ATRAM Philippine Alpha Opportunity Fund gives investors a differentiated way to participate  in Philippine growth,” said Miguel Liboro, Head of Products at ATRAM. “It focuses on companies  that are actively powering the economy, from essential services and infrastructure to  consumption, financial activity and long-term domestic development.” 

The Fund follows a mid-cap-focused approach that allows it to invest across a wider Philippine  equity universe, including companies outside the most widely held index names. This enables  exposure to sectors and businesses that may benefit from structural trends such as electrification,  grid and infrastructure build-out, data center expansion, water and power security, and essential  consumer spending. 

The Fund is benchmarked against the PSE MidCap Index, a benchmark that tracks the 20 largest  eligible listed companies outside the Philippine Stock Exchange Index (PSEi). In effect, it captures  the next tier of Philippine market leaders: companies large enough to matter, but still with room  to grow, scale, and gain wider investor recognition.

Based on ATRAM data as of 30 April 2026, the  PSE MidCap Index generated an annualized return of approximately 17.5%¹ over the last three years, highlighting mid-caps as a differentiated source of long-term opportunity within Philippine  equities. 

The Fund’s portfolio is built through research-driven security selection, with emphasis on  companies whose fundamentals, valuations, and economic relevance can support long-term  growth across market cycles.  

The strategy builds on ATRAM’s experience in managing Philippine equity strategies and has been  recognized by CFA Society Philippines and the Philippine Investment Funds Association (PIFA)  across multiple investment periods, reflecting consistency through different market environments. 

The ATRAM Philippine Alpha Opportunity Fund is classified as an aggressive peso equity fund and  is intended for investors with a long-term investment horizon who are comfortable with equity  market volatility. For more information, visit http://www.atram.com.ph.