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
Learn More

Sheets Smith

Fundamental Equity Manager with Tactical Overlay
Learn More

Robinson Capital

Fixed Income Manager specializing in CEFs
Learn More

Camelot Portfolios

Solutions Based Model Creator using ETFs and Indidivual Securities
Learn More

Cavalier

Solution Based and Tactical Based SMA Manager
Learn More

TrendRating

Advanced analytics and new generation investment
Learn More

Granite

Fundamental and research driven approach to investing in a concentrated portfolio.
Learn More

Athena

Tactical Risk Managed Solutions using ETFs and Equities
Learn More

St. James

Deep Value Equity Manager with 1+ bil and 20+ year record
Learn More

Hilton Capital

Tactical Income Manager with ETF and Individual Securities Portfolios
Learn More

Highmore

Income Portfolio w Tactical and Behavioral Finance elements
Learn More

TrendRating

Advanced analytics and new generation investment
Learn More

ValueWorks

Go Anywhere Value Manager w LT track Record
Learn More

Alpha DNA

Alpha Seeking Strategies leveraging internet algos
Learn More

Van Hulzen

High Income through Covered Call Specialist
Learn More

Alpha Vee

Tactical Risk Managed Solutions using ETFs and Equities
Learn More

Wennco

ETF Sector Model w covered call income, and put protection
Learn More

MVP

Fundamental Value Manager w US and International strategies
Learn More

Hillman

Highly ranked Equity Value Manager
Learn More

Twin Capital

Diversified Equity Growth Porrfolio Manager
Learn More

Kingsland

Growth Equity investing in the highest growing next gen companies
Learn More

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