Marketing
A focus on marketers and third party firms.
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.
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.
