A focus on marketers and third party firms.
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.
Domestic fixed-income manager Birch Run Investments has found traction in the emerging manager space through its custom designed fixed-income offerings.
RVX Asset Management’s emerging markets equity strategy has gained institutional traction in recent years, leading the firm’s diversified product approach.
Equity manager Kirr Marbach & Company has been around for more than 40 years based in part on having the conviction to make the hard decisions when necessary.
MayTech Global Investments launched in January 2017 with a nine-year track record on its global equity strategy—but now three years into opening their own firm, Co-Founders Nels Wangensteen and Ingrid Yin see the value in its organizational track record.
This issue examines how the emerging fixed-income manager space is holding up through the COVID-19 pandemic. Additionally, we have our first quarter investment report.