Events

SMArtX 2023 X Awards

The SMArtX Virtual Awards are now the X Awards!

This year we will once again highlight some of the top firms on the SMArtX UMA platform across 9 categories.

See all of our WINNERS below and click here to read the full press release!

If you have any questions about the Awards, please reach out to managersolutions@smartxadvisory.com 

The finalists and winners for the 2023 X Awards are:

 

Large Cap Equity

Hotchkis & Wiley – Fundamental Value

***Logan Capital Management, Inc. – Large Cap Growth*** WINNER

Tran Capital Management – Partners Strategy

Mid Cap Equity

Cambiar Investors – SMID Value

***Congress Asset Management Company – SMID Growth*** WINNER

Eulav Asset Management – Value Line High Dividend Portfolio

Small Cap Equity

***Easterly Asset Management – Snow Small Cap Value*** WINNER

Investment Management of Virginia – Small Capitalization Portfolio

Putnam Investment Management – U.S. Small Cap Growth Equity

Global Equity

***Capital Research and Management Company – Global Equity SMA*** WINNER

Capital Research and Management Company – Global Growth SMA

Hotchkis & Wiley – Global Value

Foreign

***Blackrock – International Equity SMA*** WINNER

ClearBridge Investments – International Growth ADR ESG

Todd Asset Management – International Intrinsic Value

Fixed Income

***Aristotle Credit Partners – Credit High Yield Bond Focused ESG*** WINNER

Aristotle Credit Partners – Credit Short Duration High Yield Bond

Belle Haven Investments – 3-17 Year Ladder

Allocation

***Fidelity Institutional – Target Allocation 60/40 (Z) Model Portfolio*** WINNER

Globalt – innovatETF Strategies – Growth

Kingsview Wealth Management, LLC – Multi-Strategy Moderate Aggressive

Tactical Allocation

Cypress Capital –  Global Allocation

First National Corporation – Chapoquoit Dynamic Portfolios-Aggressive

***Kensington Asset Management – Dynamic Growth*** WINNER

Fixed Income Allocation

Ocean Park Asset Management – Tactical Bond

Weatherstone Capital Management – Income Plus

***Weatherstone Capital Management – Strategic Income*** WINNER