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Luminaries Awards

Portfolio > Mutual Funds > Equity Funds

How We Chose the Winners

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This is the fifth year that Investment Advisor and Prima Capital have selected the best separate accounts. Nathan Behan, Prima Capital’s director of research, and his team of analysts conducted quantitative and qualitative assessments of the thousands of separate accounts on their firm’s PrimaGuide database (available at to develop a short list for the awards.

In a series of conference calls, the following Prima Capital analysts presented the pros and cons of the many nominees for the awards committee’s consideration:

Shane Calhoun, senior analyst, on domestic small-cap equity and high-yield debt;

Ryan Brookman, analyst, on domestic large-cap value and large-cap growth;

Rush Harvey, analyst, on domestic large-cap core and money market funds;

Daniel Hillman, analyst, on international developed and emerging markets equity;

Spencer Schomer, analyst, on real estate and municipal fixed income, commodities, and TIPs;

Stephen Nolen, analyst, for domestic mid-cap equity.

Each nominee was required to have these characteristics: $200 million or more in assets under management, wide availability, lead manager tenure of three years or more, and above-average performance in resources, firm structure, performance and tax efficiency. A committee comprising J. Gibson Watson III, president of Prima Capital Holding, Behan, IA‘s Editorial Director James J. Green and Wealth Manager Editor-in-Chief Kate McBride selected this year’s winners.


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