Atlantic Open-Ended Fund
Atlantic Open-Ended Fund
Atlantic Open-Ended Fund
Value strategy: 60% invested in Portuguese companies, with the remaining 40% in low-correlated markets to ensure diversification and lower portfolio risk.
Value strategy: 60% invested in Portuguese companies, with the remaining 40% in low-correlated markets to ensure diversification and lower portfolio risk.
Fund Snapshot
Fund Snapshot
Conservative
Conservative
Investment Sector
Investment Sector
Growth Business
Investment Profile
Investment Profile
60% Portugal / 40% Low Correlated Markets (US, Canada mainly)
Open to US Citizens
Yes
Minimum Investment
€100,000
Subscription Deadline
Open-Ended
Fund Lifetime
No Lock-In
Fund Manager
C2 Capital Partners
CMVM License Number
2300
Background and Management Team
Background and Management Team
Background and Management Team
Each fund manager or fund advisor has been invited to answer a series of questions about their own funds as well as the market in general.
Each fund manager or fund advisor has been invited to answer a series of questions about their own funds as well as the market in general.
Could you give us some background about yourself and the team working on the C2 Atlantic Open-Ended Fund?
Could you give us some background about yourself and the team working on the C2 Atlantic Open-Ended Fund?
The Atlantic Open-Ended Fund is advised by Kyle Tushaus, CFA, Managing Partner of New West Capital, a US-based asset management firm with a strong focus on Value and Quality investing. Kyle brings extensive experience in fundamental analysis and a proven track record of identifying high-quality companies with strong organic growth potential. Since its launch about three years ago, New West Capital’s flagship long-only fund has delivered approximately 109% before fees, significantly outperforming the S&P 500 over the same period. This partnership reflects C2 Capital’s broader strategy of expanding into international markets and offering investors access to specialized expertise. By combining our local presence with New West’s global equity management, the Atlantic Open-Ended Fund adds diversification and complements our existing range of investment solutions.
The Atlantic Open-Ended Fund is advised by Kyle Tushaus, CFA, Managing Partner of New West Capital, a US-based asset management firm with a strong focus on Value and Quality investing. Kyle brings extensive experience in fundamental analysis and a proven track record of identifying high-quality companies with strong organic growth potential. Since its launch about three years ago, New West Capital’s flagship long-only fund has delivered approximately 109% before fees, significantly outperforming the S&P 500 over the same period. This partnership reflects C2 Capital’s broader strategy of expanding into international markets and offering investors access to specialized expertise. By combining our local presence with New West’s global equity management, the Atlantic Open-Ended Fund adds diversification and complements our existing range of investment solutions.
The Atlantic Open-Ended Fund is advised by Kyle Tushaus, CFA, Managing Partner of New West Capital, a US-based asset management firm with a strong focus on Value and Quality investing. Kyle brings extensive experience in fundamental analysis and a proven track record of identifying high-quality companies with strong organic growth potential. Since its launch about three years ago, New West Capital’s flagship long-only fund has delivered approximately 109% before fees, significantly outperforming the S&P 500 over the same period. This partnership reflects C2 Capital’s broader strategy of expanding into international markets and offering investors access to specialized expertise. By combining our local presence with New West’s global equity management, the Atlantic Open-Ended Fund adds diversification and complements our existing range of investment solutions.
Why did you decide to create the C2 Atlantic Open-Ended Fund?
Why did you decide to create the C2 Atlantic Open-Ended Fund?
We decided to create the Atlantic Open-Ended Fund to give investors a flexible and diversified solution with monthly liquidity. The strategy was born from the concept of capital preservation, built as a non-benchmarked approach aiming to deliver consistent returns throughout the investment years. By combining global equities and investment-grade bonds, and supported by a quantitative allocation mechanism, the fund seeks to balance growth with protection. At the same time, it offers investors the opportunity to diversify their portfolios through a hassle-free onboarding process, making access simple and efficient.
We decided to create the Atlantic Open-Ended Fund to give investors a flexible and diversified solution with monthly liquidity. The strategy was born from the concept of capital preservation, built as a non-benchmarked approach aiming to deliver consistent returns throughout the investment years. By combining global equities and investment-grade bonds, and supported by a quantitative allocation mechanism, the fund seeks to balance growth with protection. At the same time, it offers investors the opportunity to diversify their portfolios through a hassle-free onboarding process, making access simple and efficient.
We decided to create the Atlantic Open-Ended Fund to give investors a flexible and diversified solution with monthly liquidity. The strategy was born from the concept of capital preservation, built as a non-benchmarked approach aiming to deliver consistent returns throughout the investment years. By combining global equities and investment-grade bonds, and supported by a quantitative allocation mechanism, the fund seeks to balance growth with protection. At the same time, it offers investors the opportunity to diversify their portfolios through a hassle-free onboarding process, making access simple and efficient.
Has the management/advisory team invested in the Atlantic Open-Ended Fund?
Has the management/advisory team invested in the Atlantic Open-Ended Fund?
Yes. We are seeding the first €3 million in this fund.
Yes. We are seeding the first €3 million in this fund.
Yes. We are seeding the first €3 million in this fund.
Open to US Citizens
Yes
Minimum Investment
€100,000
Subscription Deadline
Open-Ended
Fund Lifetime
No Lock-In
Open to US Citizens
Yes
Minimum Investment
€100,000
Subscription Deadline
Open-Ended
Fund Lifetime
No Lock-In
Request a detailed presentation about the fund
Request a detailed presentation about the fund
Investment Strategy & Goals
Investment Strategy & Goals
Investment Strategy & Goals
Each fund manager or fund advisor has been invited to answer a series of questions about their own funds as well as the market in general.
How would you describe the Fund’s risk profile: Conservative, Moderate, or Ambitious?
How would you describe the Fund’s risk profile: Conservative, Moderate, or Ambitious?
Given the absolute return approach and the overall strategy, this fund is most suited to conservative/moderate investors.
Given the absolute return approach and the overall strategy, this fund is most suited to conservative/moderate investors.
Given the absolute return approach and the overall strategy, this fund is most suited to conservative/moderate investors.
Golden Visa rules require qualifying investments to be held for five years, but C2 Legacy Buyout’s lifetime is longer. Could you explain the fund’s lifetime, including the launch date and subscription period?
Golden Visa rules require qualifying investments to be held for five years, but C2 Legacy Buyout’s lifetime is longer. Could you explain the fund’s lifetime, including the launch date and subscription period?
The fund being open-ended and evergreen, it allows the flexibility to adjust in every scenario. The fund was launched in August 2025 and does not have a subscription period nor a maturity year.
The fund being open-ended and evergreen, it allows the flexibility to adjust in every scenario. The fund was launched in August 2025 and does not have a subscription period nor a maturity year.
The fund being open-ended and evergreen, it allows the flexibility to adjust in every scenario. The fund was launched in August 2025 and does not have a subscription period nor a maturity year.
On average, how long does it take to onboard a Golden Visa investor, and what are the main obstacles in the process?
On average, how long does it take to onboard a Golden Visa investor, and what are the main obstacles in the process?
On average, the onboarding process for a Golden Visa investor can be completed within one week, provided that the investor has all required documentation prepared.
The main bottleneck we typically encounter is the opening of a Portuguese bank account, which can extend the timeline depending on the institution and the investor’s circumstances. Once that step is resolved, the investment into the fund is executed swiftly.
On average, the onboarding process for a Golden Visa investor can be completed within one week, provided that the investor has all required documentation prepared.
The main bottleneck we typically encounter is the opening of a Portuguese bank account, which can extend the timeline depending on the institution and the investor’s circumstances. Once that step is resolved, the investment into the fund is executed swiftly.
On average, the onboarding process for a Golden Visa investor can be completed within one week, provided that the investor has all required documentation prepared.
The main bottleneck we typically encounter is the opening of a Portuguese bank account, which can extend the timeline depending on the institution and the investor’s circumstances. Once that step is resolved, the investment into the fund is executed swiftly.
Some Golden Visa investors are cautious due to lock-in periods. How do you plan to address investors wishing to exit before the fund’s full lifetime?
Some Golden Visa investors are cautious due to lock-in periods. How do you plan to address investors wishing to exit before the fund’s full lifetime?
The Atlantic Open-Ended Fund allows investors to exit as they see fit. However, the exit may prevent them from fulfilling the Golden Visa requirements.
The Atlantic Open-Ended Fund allows investors to exit as they see fit. However, the exit may prevent them from fulfilling the Golden Visa requirements.
The Atlantic Open-Ended Fund allows investors to exit as they see fit. However, the exit may prevent them from fulfilling the Golden Visa requirements.
What distinguishes C2 Legacy Buyout from other Golden Visa-eligible funds in the market?
What distinguishes C2 Legacy Buyout from other Golden Visa-eligible funds in the market?
What sets the C2 Legacy Buyout Fund apart is the proven track record of our management team, which spans more than 15 years. This stands in contrast to the majority of Golden Visa-eligible funds in the market, many of which have been operating for less than five years. Our long-standing experience, coupled with a disciplined investment approach, gives investors confidence that their capital is managed by a team with deep expertise across cycles and market conditions.
What sets the C2 Legacy Buyout Fund apart is the proven track record of our management team, which spans more than 15 years. This stands in contrast to the majority of Golden Visa-eligible funds in the market, many of which have been operating for less than five years. Our long-standing experience, coupled with a disciplined investment approach, gives investors confidence that their capital is managed by a team with deep expertise across cycles and market conditions.
What sets the C2 Legacy Buyout Fund apart is the proven track record of our management team, which spans more than 15 years. This stands in contrast to the majority of Golden Visa-eligible funds in the market, many of which have been operating for less than five years. Our long-standing experience, coupled with a disciplined investment approach, gives investors confidence that their capital is managed by a team with deep expertise across cycles and market conditions.
Many potential investors have several funds to choose from. What advice would you offer to help them make the right decision?
Many potential investors have several funds to choose from. What advice would you offer to help them make the right decision?
Our advice to potential investors is to carefully evaluate the track record of the management team. This is the most important factor when selecting a fund. In the Portuguese market, there are many new funds emerging, often led by strong fundraisers who may lack the depth of experience and knowledge required to navigate the local private equity landscape. A proven history of successful investments and exits is what ultimately provides investors with confidence that their capital is in capable hands.
Our advice to potential investors is to carefully evaluate the track record of the management team. This is the most important factor when selecting a fund. In the Portuguese market, there are many new funds emerging, often led by strong fundraisers who may lack the depth of experience and knowledge required to navigate the local private equity landscape. A proven history of successful investments and exits is what ultimately provides investors with confidence that their capital is in capable hands.
Our advice to potential investors is to carefully evaluate the track record of the management team. This is the most important factor when selecting a fund. In the Portuguese market, there are many new funds emerging, often led by strong fundraisers who may lack the depth of experience and knowledge required to navigate the local private equity landscape. A proven history of successful investments and exits is what ultimately provides investors with confidence that their capital is in capable hands.
For those unfamiliar or nervous about investing in funds, what guidance would you give?
For those unfamiliar or nervous about investing in funds, what guidance would you give?
For investors who are new to funds or may feel cautious, our guidance is to focus on three key aspects: the manager’s experience, the clarity of the strategy, and the alignment with your personal objectives
At C2 Capital, we place great emphasis on transparency and investor alignment. Our funds are structured with clear strategies, conservative foundations, and a strong track record of successful investments and exits. For Golden Visa investors in particular, our goal is not only to safeguard capital but also to deliver attractive returns while ensuring full compliance with program requirements.
For investors who are new to funds or may feel cautious, our guidance is to focus on three key aspects: the manager’s experience, the clarity of the strategy, and the alignment with your personal objectives
At C2 Capital, we place great emphasis on transparency and investor alignment. Our funds are structured with clear strategies, conservative foundations, and a strong track record of successful investments and exits. For Golden Visa investors in particular, our goal is not only to safeguard capital but also to deliver attractive returns while ensuring full compliance with program requirements.
For investors who are new to funds or may feel cautious, our guidance is to focus on three key aspects: the manager’s experience, the clarity of the strategy, and the alignment with your personal objectives
At C2 Capital, we place great emphasis on transparency and investor alignment. Our funds are structured with clear strategies, conservative foundations, and a strong track record of successful investments and exits. For Golden Visa investors in particular, our goal is not only to safeguard capital but also to deliver attractive returns while ensuring full compliance with program requirements.
Considering the Golden Visa rule changes in October 2023, what advice would you give to current investors?
Considering the Golden Visa rule changes in October 2023, what advice would you give to current investors?
Our advice is to see the October 2023 changes as an opportunity. With real estate no longer eligible, investors can now focus on funds that invest in the real economy. The C2 Legacy Buyout Fund follows a conservative private equity strategy, offering compliance with the Golden Visa while avoiding the risks often linked to real estate.
Our advice is to see the October 2023 changes as an opportunity. With real estate no longer eligible, investors can now focus on funds that invest in the real economy. The C2 Legacy Buyout Fund follows a conservative private equity strategy, offering compliance with the Golden Visa while avoiding the risks often linked to real estate.
Our advice is to see the October 2023 changes as an opportunity. With real estate no longer eligible, investors can now focus on funds that invest in the real economy. The C2 Legacy Buyout Fund follows a conservative private equity strategy, offering compliance with the Golden Visa while avoiding the risks often linked to real estate.
What is your outlook for Portugal from both an investment and lifestyle perspective over the coming years?
What is your outlook for Portugal from both an investment and lifestyle perspective over the coming years?
From an investment point of view, Portugal shows positive dynamics in several areas of the economy, supported by factors such as energy transition, education, and industrial competitiveness. At the same time, we recognize that the world is interconnected, and Portugal is not immune to global economic cycles or external shocks. It is also important to note that international investors have been a key driver of foreign direct investment, which has been critical for Portugal to outperform many of its surrounding economies. From a lifestyle perspective, the country continues to offer stability, safety, and quality of life, which remain key reasons why international investors choose Portugal.
From an investment point of view, Portugal shows positive dynamics in several areas of the economy, supported by factors such as energy transition, education, and industrial competitiveness. At the same time, we recognize that the world is interconnected, and Portugal is not immune to global economic cycles or external shocks. It is also important to note that international investors have been a key driver of foreign direct investment, which has been critical for Portugal to outperform many of its surrounding economies. From a lifestyle perspective, the country continues to offer stability, safety, and quality of life, which remain key reasons why international investors choose Portugal.
From an investment point of view, Portugal shows positive dynamics in several areas of the economy, supported by factors such as energy transition, education, and industrial competitiveness. At the same time, we recognize that the world is interconnected, and Portugal is not immune to global economic cycles or external shocks. It is also important to note that international investors have been a key driver of foreign direct investment, which has been critical for Portugal to outperform many of its surrounding economies. From a lifestyle perspective, the country continues to offer stability, safety, and quality of life, which remain key reasons why international investors choose Portugal.
Is there anything else you would like to share with potential investors?
Is there anything else you would like to share with potential investors?
What we would like to share with potential investors is that we see ourselves first and foremost as long-term partners. Our focus is on building strategies that are realistic, conservative in nature, and carefully designed to meet both financial and residency objectives. We also believe that investing through the Golden Visa should contribute positively to the real economy, creating value that goes beyond individual returns.
What we would like to share with potential investors is that we see ourselves first and foremost as long-term partners. Our focus is on building strategies that are realistic, conservative in nature, and carefully designed to meet both financial and residency objectives. We also believe that investing through the Golden Visa should contribute positively to the real economy, creating value that goes beyond individual returns.
What we would like to share with potential investors is that we see ourselves first and foremost as long-term partners. Our focus is on building strategies that are realistic, conservative in nature, and carefully designed to meet both financial and residency objectives. We also believe that investing through the Golden Visa should contribute positively to the real economy, creating value that goes beyond individual returns.
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Min. Investment
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Subscription Deadline
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Conservative
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Value strategy: 60% invested in Portuguese companies, with the remaining 40% in low-correlated markets to ensure diversification and lower portfolio risk.
Min. Investment
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Subscription Deadline
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Atlantic Open-Ended Fund
Value strategy: 60% invested in Portuguese companies, with the remaining 40% in low-correlated markets to ensure diversification and lower portfolio risk.
Min. Investment
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Subscription Deadline
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Min. Investment
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Everything you need in one place
Our team of experts & legal partners are available for a complimentary Discovery Call to answer your questions and offer personalised advice based on your unique situation. We're here to help!
Helping you understand investment and venture capital funds that qualify for Portugal’s Golden Visa
Disclaimer
Golden Visa Funds Portugal is not a legal nor financial advisor. As such, no information on our site, emailed, or communicated via a meeting or phone call should be interpreted as legal or financial advice. We connect potential investors to professional lawyers and financial advisors. We strongly suggest all potential investors seek out formal legal advice.
Copyright © Golden Visa Funds Portugal
Everything you need in one place
Our team of experts & legal partners are available for a complimentary Discovery Call to answer your questions and offer personalised advice based on your unique situation. We're here to help!
Helping you understand investment and venture capital funds that qualify for Portugal’s Golden Visa
Disclaimer
Golden Visa Funds Portugal is not a legal nor financial advisor. As such, no information on our site, emailed, or communicated via a meeting or phone call should be interpreted as legal or financial advice. We connect potential investors to professional lawyers and financial advisors. We strongly suggest all potential investors seek out formal legal advice.
Copyright © Golden Visa Funds Portugal
Everything you need in one place
Our team of experts & legal partners are available for a complimentary Discovery Call to answer your questions and offer personalised advice based on your unique situation. We're here to help!
Helping you understand investment and venture capital funds that qualify for Portugal’s Golden Visa
Disclaimer
Golden Visa Funds Portugal is not a legal nor financial advisor. As such, no information on our site, emailed, or communicated via a meeting or phone call should be interpreted as legal or financial advice. We connect potential investors to professional lawyers and financial advisors. We strongly suggest all potential investors seek out formal legal advice.
Copyright © Golden Visa Funds Portugal