SMA Manager of the Year Todd Solomon on Building a 'SWAN' Portfolio
“We want to make sure we are a true mid-cap product so that we don't overlap with another manager in the [client's] portfolio that may be a large-cap manager,” says Solomon, portfolio manager for Congress Asset Management's Mid-Cap Growth SMA.
SMA Manager of the Year Richard Alpert on Finding the Best Dividend-Paying Stocks
In building its award-winning Dividend Growth portfolio, Alpert and the Raub Brock team look not just for dividend-paying large caps, but also increasing revenues and net income.
SMA Manager of the Year Kera Van Valen on Defining 'Shareholder Yield'
The portfolio manager for Epoch Investment Partners' award-winning Global Equity Shareholder Yield SMA explains how the firm calculates an ADR's 'Shareholder Yield.''
SMA Manager of the Year Duane Roberts on 'Impact' Investing
Can an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
SMA Strategist Manager of the Year Gary Miller on Modern Portfolio Theory
Miller, winner of the premier Strategist award for Frontier Asset Management, says the firm's process starts with Markowitz, "but we work very hard at better inputs."
SMA Manager of the Year Dave Dalrymple on Small-Cap Value
Chartwell Investment Partners' Dave Dalrymple says "we've made our money from stock picking, not sector rotation."
SMA Manager of the Year Mary Kane on Rising Rates and Fixed Income
Mary Kane of GW&K on why bond investors can do well even when the Federal Reserve raises rates, if the Fed does it slowly.
SMA Manager of the Year Libby Toudouze on Energy Investing
Overall 2015 SMA Manager of the Year Libby Toudouze of Cushing Asset Management discloses her firm's process and discusses the present and future of energy investing.
SMA Manager of the Year Jeff Moser on Large-Cap Opportunities
Following a "best valuation for the best earnings" strategy has served Golden Capital quite well in its Large-Cap Core strategy.
Pathfinders: The 2015 SMA Managers of the Year
It's not easy to “beat the market” when investing on behalf of your clients, but it's even more difficult to do so consistently.