The BX Vault

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.


Click Here To Learn More About BX CIO Managers

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

Hilton Capital

Tactical Income Manager with ETF and Individual Securities Portfolios

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

Alpha Vee

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

ValueWorks

Go Anywhere Value Manager w LT track Record

Learn More

Alpha DNA

Alpha Seeking Strategies leveraging internet algos

Learn More

Folio Beyond

Algorithmic, automated investment strategies designed to build well-diversified portfolios, manage risk and deliver optimal performance

Learn More

MVP

Fundamental Value Manager w US and International strategies

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

    Disclosures

    Investment strategies may not achieve the desired results due to implementation lag, other timing factors, portfolio management decision making or other unanticipated factors. The data presented has been gathered from sources believed to be reliable; however, their accuracy, completeness, or reliability cannot be guaranteed. We make no warranties and bear no liability for your use of this information. The performance illustrated may be materially different from any specific separate accounts using these strategies. Performance results are primarily presented after trading costs and before management fees (gross of fees). Investment advisory fees and trading costs differ across the size and type of the accounts that are used in these performance figures. Fee schedules are available upon request. The performance data quoted represents past performance and does not guarantee future results. All index performance includes capital appreciation and reinvested dividends and is presented gross of fees. Past performance is not indicative of future results. As with any investment vehicle, there is always a potential for profit as well as the possibility of loss. Actual results may differ from composite returns, depending on account size, investment guidelines and/or restrictions, inception date and other factors. Nothing contained in this presentation should be construed as a recommendation to buy or sell a security or economic sector. Please see firm and performance disclosures.

    Back-tested performance does not represent actual performance and should not be interpreted as an indication of such performance. Actual performance for client accounts may be materially lower than that of the back-tested portfolios. Back-tested performance results have certain inherent limitations. Such results do not represent the impact that material economic and market factors might have on the execution of model-based portfolio strategies. The back-tested performance also differs from actual performance because it is achieved through the retroactive application of model portfolios designed with some benefit of hindsight. As a result, the models theoretically may be changed from time to time and the effect on  performance results could be either favorable or unfavorable