BoutiquExchange
Discovering Undiscovered Money Managers
Each year we interview hundreds of differentiated money managers. Below is a brief description of their approach to money management. Our Manager Spotlight provides greater detail on one manager each week, and you can find recent research reports form the managers in the BX Partner Research.
Managers Available With BX CIO
BH Asset
Fundamental Concentrated Manager with Growth, International and Enhanced Dividedend Strartgies
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Sheets Smith
Fundamental Equity Manager with Tactical Overlay
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Robinson Capital
Fixed Income Manager specializing in CEFs
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Camelot Portfolios
Solutions Based Model Creator using ETFs and Indidivual Securities
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Cavalier
Solution Based and Tactical Based SMA Manager
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TrendRating
Advanced analytics and new generation investment
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Granite
Fundamental and research driven approach to investing in a concentrated portfolio.
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Athena
Tactical Risk Managed Solutions using ETFs and Equities
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St. James
Deep Value Equity Manager with 1+ bil and 20+ year record
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Hilton Capital
Tactical Income Manager with ETF and Individual Securities Portfolios
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Highmore
Income Portfolio w Tactical and Behavioral Finance elements
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TrendRating
Advanced analytics and new generation investment
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ValueWorks
Go Anywhere Value Manager w LT track Record
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Alpha DNA
Alpha Seeking Strategies leveraging internet algos
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Van Hulzen
High Income through Covered Call Specialist
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Alpha Vee
Tactical Risk Managed Solutions using ETFs and Equities
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Wennco
ETF Sector Model w covered call income, and put protection
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MVP
Fundamental Value Manager w US and International strategies
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Hillman
Highly ranked Equity Value Manager
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Twin Capital
Diversified Equity Growth Porrfolio Manager
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Kingsland
Growth Equity investing in the highest growing next gen companies
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Folio Beyond
Algorithmic, automated investment strategies designed to build well-diversified portfolios, manage risk and deliver optimal performance
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Manager
SHEETS
Sheets Smith Investment Management, a U.S. Multi Asset manager on the Morgan Stanley platform, with over 30 years of experience proving that Active Tactical Asset Allocation is essential for long-term investment performance and reduction of volatility.*
Spotlight
SMITH
They add value by:
- Optimizing the Asset Allocation based on risk-adjusted potential return profiles
- Identifying companies with above-average performance potential through a proprietary, systematic process of fundamental and technical analysis
- The ability to raise cash in down markets to mitigate the effects of equity volatility
They believe:
- To outperform the market, you have to be different than the market
- Earnings Growth creates shareholder wealth in the long run
- Positive Earnings Revisions contribute to better stock performance