2012 SMA Fixed Income Award: Gannett Welsh & Kotler LLC
Predictions of mass default, European sovereign debt, outlooks from Bill Gross, Bernanke’s shenanigans—anyone still think fixed income isn’t “sexy?”
2012 SMA International Equity Manager of the Year, No. 2: Cambiar Investors LLC
“You don’t have to find every single great stock out there,” says Jennifer Dunne, the firm’s international portfolio manager and senior analyst. “But if you put one in the portfolio, it better go up.”
Heritage Planning Pt. 8, Bringing Families Together Financially
The Family Bank: how to build it; what it accomplishes for each family.
2012 SMA International Equity Manager of the Year, No. 1: Invesco Ltd.
Three key ingredients—philosophy, team and process—helped Invesco’s International ADR Growth SMA/Wrap make this year’s cut.
2012 Small-Cap Equity SMA Manager of the Year: Kayne Anderson Rudnick
‘Research is our lifeblood,’ says Jon Christensen, who manages the small- and mid-cap portfolios, and that has helped the firm weather the rocky ride in the small-cap space.
2012 Mid-Cap SMA Manager of the Year: Geneva Capital Management
Geneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because they’re past the volatile, entrepreneurial small-cap stage and management is focused, yet they haven’t reached the large-cap space where growth is harder to achieve.
2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset Management
Santa Barbara's Jim Boothe says he looks for “clean balance sheets, very strong cash flow and a commitment to dividends.”
2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment Management
BRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.
2011 SMA International Equity Manager of the Year: Thomas White International
Thomas White International’s ADR Portfolio: Research first, but people on the ground--and trading--overseas
2011 SMA Fixed Income Manager of the Year: Sage Advisory Services
Sage’s Intermediate Fixed Income Portfolio: Internal and external research, but then efficient trading.