Our objective is above-average capital appreciation achieved by monitoring companies that are dominant in the creation and delivery of media content including television producers, filmmakers, content libraries, broadcast channels and delivery platforms.
The portfolio incorporates other big knowable themes, such as digital transformation, by looking at companies that benefit from widespread access to high-speed digital networks that have revolutionized the consumption and demand for content with anytime-anywhere availability.
There’s a 90% chance that your content is produced by one of ten or eleven companies
To invest in one of our strategies, please contact your marketing/PR agency or firm. If you don’t work with a 3rd party agency, or need further assistance, please contact us.
Our content strategies capitalize on thematic, long-term media trends built on a close study of human behavior. We derive alpha by recognizing the effects patterns of consumption have on the market—a competitive advantage that doesn’t fit neatly into a style box.
Exploits opportunity in content compatible with “ubiquitous” companies – those whose services have become part of our daily lives and whose position in the supply chain gives them pricing power.
Developed in response to the pandemic. The strategy is compatible and created for companies that have been especially impacted by COVID-19 but are well positioned to recover over the next few years.
Seeks above-average total return by investing in content strategies of global companies that benefit from shifts in consumer behavior and technological innovation.
DIGITAL WORLD STRATEGY
Finds mega-platform providers that have the resources to evolve, transform, and acquire as technology advances and consumer demand shifts.
HUMAN BEHAVIOR STRATEGY
Focuses on content that derive the majority of their revenue through sales to U.S. consumers, fulfilling the different levels of human need in a variety of income categories.
Funds and strategies
Funds and strategies
Where we began
Asset Class Dashboard
Business Cycle Index
5000 Birch Street,
West Tower, Suite 3000
Newport Beach, CA 92660
© Altasmax Media LLC. 2021. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Altasmax Media. It is delivered on an “as is” basis without warranty.
The information, analyses and opinions set forth herein are intended to serve as general information only and should not be relied upon by any individual or entity as advice or recommendations specific to that individual entity. It is not intended to constitute legal, business, operational, marketing or investment advice, nor an opinion regarding the appropriateness of any business across all industry sectors, nor a solicitation of any type. Anyone using this material should consult with their own marketing/brand/communications officer or consultants on whom they rely for corporate communications or content strategy advice specific to their own circumstances.
Strategies and services described on this website are intended for United States residents only. Nothing contained in this material is intended to constitute legal, business, operational, marketing or investment advice, nor an opinion regarding the appropriateness of any business, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, business and marketing advice from a designated professional.
Please remember that all strategies carry some level of risk, including the potential loss of principal invested. They do not typically perform at an even rate of return and may experience negative retention. As with any type of marketing implementation, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.
Marketing strategies that are allocated across multiple types of channels may be exposed to a variety of risks based on the asset classes, content styles, market sectors, and size of companies preferred by the marketers and advertisers. Marketers should consider how the combined risks impact their total content portfolio and understand that different risks can lead to varying financial consequences, including loss of ROI.
Please consult with your Marketing or Brand Officers before implementing any strategies.
Diversification of your content portfolio does not assure a profit or guarantee against loss in declining media trends and demands. Please remember that all strategies carry some level of risk.