Specialty 2011 SMA Manager of the Year
Forward Uniplan Advisors
Uniplan REIT Portfolio
Throughout the month of April, AdvisorOne will focus on separately managed accounts: the money manager options advisors have, the platforms through which they can gain access to those managers, how they can conduct due diligence on those managers, and how advisors are using SMAs in client portfolios.
We begin our coverage by presenting the Investment Advisor-Prima Capital seventh annual Separately Managed Account Managers of the Year. In a feature article in the April 2011 issue of Investment Advisor, seven managers in six different asset classes were chosen as "A Class Apart."
(See the complete calendar of our Special Reportfor past and upcoming coverage.)
In this article, we focus on Union Grove, Wisconsin-based Forward Uniplan Advisors, winners of the specialty manager award for its REIT portfolio
The philosophy: To provide REIT investors with superior long-term risk-adjusted returns, building a portfolio with lower risk than the REIT benchmark, and balancing investments across sectors, and providing stronger returns during a market cycle.
The portfolio: Investing in publicly traded companies through REITs and REOCs, Remaining sector neutral to the NAREIT Equity REIT Index, the investment team seeks to add value by identifying and investing in the best properties and best REIT management teams geographically.
The performance (company supplied):
2010 Gross Returns: 23.55%
Assets in portfolio: $288.1 million
Total assets under management: $435 million (as of 11/10, see company Form ADV)
The people: Investment Advisor Editor John Sullivan spoke in March with Richard 'Rick' Imperiale, CFA, founder, president and portfolio manager. Additional team members include Rick Govern, assistant portfolio manager and senior research analyst, and John Komives, PhD., senior research analyst.
Specialty Manager Award
Forward Uniplan Advisors
Uniplan REIT Portfolio