Lucky 13? For These SMA Managers, Luck Had Nothing to Do With Their Success

When and Where

All the winning SMA Managers of the Year are announced in a general session at the Envestnet Advisor Summit — held in Dallas this year at the Gaylord Texan on May 3–5 — along with additional coverage of the winners on ThinkAdvisor.com and in the July issue of Investment Advisor.

This year’s finalists are in the large-cap equity space, where traditionally two SMA awards are presented; the mid-, SMID and small-cap equity categories, where two winners are also announced; the international and global equity category, including ADRs, in which one winner is announced; the fixed income space, where the selection committee honors a single winner; and a specialty category that includes managers operating in a number of non-traditional or hybrid asset classes, such as REITs, MLPs and convertible or preferred securities, also with one winner, though the selection committee may choose not to make this award, as it has done in the past.

Two additional awards are given: one each in the Strategist category, which recognizes a firm that stands out in multiple asset categories and support to advisors; and an Impact award, recognizing excellence in the growing category of impact, sustainable or ESG investing.

This Year’s Finalists

U.S. Equity Large-Cap

• ClearBridge Investments — Large-Cap Growth
• Raub Brock Capital Management — Dividend Growth
• Santa Barbara Asset Management — Dividend Growth
• SKBA Capital Management — ValuePlus

U.S. Equity Small- or Mid-Cap

• Congress Asset Management — Mid-Cap Growth
• Fairpointe Capital — Mid-Cap Core Equity
• Kayne Anderson Rudnick — Small-Cap Sustainable Growth
• Tributary Capital Management — Small-Cap Equity

International or Global Equity

• Epoch Investment Partners — Global Equity Shareholder Yield
• Lazard Asset Management — Emerging Markets Equity
• MFS Investment Management — Research International

Fixed Income

• Pacific Income Advisers — Limited Duration MACS
• RNC Genter Capital Management — Taxable, Quality Intermediate

Strategist

• Clark Capital Management — Navigator Strategist Solutions
• Morningstar Investment Management — Morningstar Asset Allocation Active/Passive Portfolios
• Standard & Poor’s Investment Advisory Services — S&P Model Allocation Portfolios

Impact

• Brown Advisory — Large-Cap Sustainable Growth
• Trillium Asset Management — Small/Mid-Cap Core

Specialty

• Cushing Asset Management — Cushing MLP Alpha Total Return Strategy

— Read Torchbearers: The 2016 SMA Managers of the Year to see last year’s winners.