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.
Emerging Markets: The Next Wave of Growth (Part 2)
Justin Leverenz argues that a fundamental shift has occurred in emerging markets worldwide, one that too many investors fail to recognize. What’s to be done, and where do potential opportunities for the next wave of growth lie?
What Innovation Means to Emerging Market Investment (Part 2)
Why do some of the revolutionary ideas in emerging markets fail while others succeed? Why are revolutionary ideas and innovation so important in emerging markets right now as opposed to other sectors?
Successfully Navigating Emerging Market Risk and Return (Part 2)
Risk management is a major concern in emerging market countries. How is it responsibly performed on behalf of investors a world away?
Successfully Navigating Emerging Market Risk and Return (Part 1)
How do investors successfully navigate far off lands on the other side of the globe?
What Innovation Means to Emerging Market Investment (Part 1)
How is innovation defined in emerging markets? Why is it so important to successful investment outcomes?