A focus on marketers and third party firms.
Sterling Partners Equity Advisors has been focused on the future, a strategy that has helped propel it through the COVID-19 pandemic.
The San Luis Obispo, Calif.-based firm, which was launched in 2006, has doubled its assets under management in the last three years to just under $300 million and is performing at a high rate coming out of the downturn created by the COVID-19 pandemic, according to Founder and CIO Gerry Frigon.
Domestic small-cap growth equity manager Granahan Investment Management’s efforts toward diversifying its client base from a single investor have kept it going strong.
Villanova Investment Management Company may have a value approach to the small-cap market, but it hopes its performance will lead to asset growth.
During a time when most investors seem unsure of how to position their portfolio, New Age Alpha’s approach of managing risk like an actuary and not like a portfolio manager may be the approach allocators need.
When the cycle for emerging markets equity managers swings back toward searches, Aubrey Capital Management is betting its groundwork in marketing to U.S. institutions will pay off.
Ben Claremon isn’t going to sugarcoat it. As a value investor, his concentrated small-cap strategy—as was the case for most value funds—did not perform as you would have expected in the first quarter. However, he still believes the market downturn related to the COVID-19 pandemic has created opportunities that many value investors have been waiting for.
Zevenbergen Capital Investments’ performance and consistency has made the firm a comfort to clients both in the long term and in the more immediate, unstable environment of today.
Domestic value equity manager Phocas Financial’s addition of Principal Yolanda Waggoner-Foreman will help the firm chart an evolving path moving forward.
This month we have news on a new emerging manager program being created and coverage of the SEC Asset Management Advisory Committee meeting.