“With a market that is fairly valued to overvalued, earnings matter all the more,” says Jeff Moser, portfolio manager for Golden Capital Management’s Carge-Cap Core SMA, a 2015 SMA Manager of the Year.

In this video, Moser discusses Golden’s portfolio management process and the sectors where he sees the best earnings.

For more on the 2015 SMA Managers of the Year, see the ThinkAdvisor landing page.