Blog Articles

Winner for Best SRI/ESG Strategy Riverbridge Eco Leaders featuring Ross Johnson, Portfolio Manager & Analyst at Riverbridge Partners Link to this WEBINARIn the 13th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Ross Johnson, Portfolio Manager & Analyst at Riverbridge Partners, to discuss winning Best SRI/ESG Strategy in this year’s awards. Evan and Ross talk about Riverbridge’s hands-on approach to investing, why they define ESG...

Best Mid/SMID Cap Strategy ClearBridge Mid Cap Growth featuring Brian Angerame, Managing Director and Portfolio Manager at ClearBridge Investments Link to this WEBINARIn the 11th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Brian Angerame, Managing Director and Portfolio Manager at ClearBridge Investments, to discuss winning Best Mid/SMID Cap Strategy in this year’s awards. Evan and Brian talk about the power of being prepared and...

As Neo from The Matrix prophetically outlined, “Choice. The problem is choice.” when realizing the best way to control a human system was by giving them the illusion of choice. In doing so, everyone was ‘happy’, and the system was stable. This idea is not too far from how many wealth management platforms oversee their users.  Internal platforms offer specific products that are pushed by internal research, ‘product’ platforms offer limited solutions, and other technology platforms offer a wide...

A “Jack of All Trades” can sometimes also be referred to as ‘a mile a wide and an inch deep’. While certainly not always the case, it can be particularly relevant in the highly diverse world of investment management.  The enormous amount of information available to just about everyone has raised the information bar, making it more difficult to find an edge that enables one firm to outperform others. From monitors parked outside of manufacturing facilities counting trucks coming and going to...

Best Large Cap Strategy Victory Capital Management featuring Erick Maronak, Chief Investment Officer Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Erick Maronak, CIO of Victory Capital Management, to discuss the Victory NewBridge Large Cap Growth strategy winning Best Large Cap Strategy in this year’s awards. Evan and Erick talk about how working together for 25 years, sticking to a 50/50 quantitative/subjective...

Best Risk-Adjusted Returns - Alternatives AXS Multi-Strategy Alternatives featuring Parker Binion, Portfolio Manager Link to this WEBINARIn the 10th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Parker Binion, Portfolio Manager at AXS Investments, to discuss winning for Best Risk-Adjusted Returns - Alternatives in this year’s awards.  Evan and Parker talk about when and why AXS decided to start a pandemic recovery sleeve in their portfolio,...

BlackRock featuring Tushar Yadava, Director, Strategist in Multi-Asset Strategies & Solutions at BlackRock Link to this WEBINAR In the ninth episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Tushar Yadava, Director, Strategist in Multi-Asset Strategies & Solutions at BlackRock, to discuss BlackRock’s Target Allocation model portfolios. Evan and Tushar discuss how BlackRock’s Target Allocation models work, how BlackRock was able to find...

Best Small Cap Strategy Shaker Investments featuring Chris Hemmelgarn, Portfolio Manager Link to this WEBINARIn the 8th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Chris Hemmelgarn, Portfolio Manager at Shaker Investments, to discuss winning Best Small Cap Strategy in this year’s awards. Evan and Chris talk about how Shaker was able to weather a tumultuous 2020, their unique approach to building and sustaining relationships, and why all of...

NASDAQ Dorsey Wright featuring John Lewis, Portfolio Manager at NASDAQ Dorsey Wright Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with John Lewis, Portfolio Manager at NASDAQ Dorsey Wright. Evan and John discuss how NASDAQ Dorsey Wright is able to so effectively implement their relative strength methodology to allocate to where strength is in the markets and the role it plays in client portfolios. About the Firm NASDAQ...

Best Overall - Most Assets & Most Allocations Clark Navigator Fixed Income Total Return featuring Glenn Dorsey, CFA®, CAIA®, SVP, Head of Portfolio Management Link to this WEBINARIn the sixth episode of the SMArtX 2021 Virtual Awards Webinar, SMArtX CEO Evan Rapoport sits down with Glenn Dorsey, CFA®, CAIA®, SVP, Head of Client Portfolio Management, to discuss Clark Navigator Fixed Income Total Return strategy winning Best Overall - Most Assets in this year’s awards. Evan and Glenn talk...