Since inception, Ataş Capital has pursued a concentrated, long-term approach to capital allocation. The following table reflects our composite portfolio performance, net of all costs. We measure ourselves not by quarterly fluctuations, but by the long-term compounding of intrinsic value.

Annual Returns

2024
+24.3%
2025
+31.8%
2026
+5.4%
Cumulative Return (Since 2024): +73.8%

Monthly Returns

JanFebMarAprMayJun JulAugSepOctNovDec Year
2024 11.2 9.7 −14.4 4.0 3.7 −4.7 5.5 0.0 10.6 −9.7 12.0 −1.8 24.3
2025 14.1 −5.1 17.2 7.7 −2.2 8.5 7.6 2.8 −7.5 2.6 −9.9 −3.9 31.8
2026 10.0 −0.6 −3.6 5.4

All figures in %. Returns are time-weighted and net of transaction costs.

Portfolio Approach

8–12 Core Positions
3+ Years Average Holding Period
Fundamental Analysis Method

Investment Universe

We focus on deeply undervalued businesses with durable competitive advantages, primarily in Turkish and global equity markets.

Turkish Equities

BIST Market

Deep value opportunities in the Turkish stock market — an underfollowed, structurally inefficient market offering compelling long-term returns for disciplined investors.

Global Equities

International Markets

Selectively invested in high-quality global businesses when price presents a clear margin of safety relative to intrinsic value.

Opportunistic

Special Situations

Occasional positions in special situations, corporate events, or cyclically depressed sectors where temporary dislocations create asymmetric risk-reward.

Methodology note: Portfolio returns are calculated using a time-weighted return methodology. All returns are presented net of transaction costs. Individual portfolio performance may differ based on timing of contributions and specific allocations. Past performance is not indicative of future results. All investments involve risk, including possible loss of principal.