The BX Collection

The BX Collection is a range of several strategies covering almost all styles. BX invertiews hundreds of managers every year, with only a few making the cut. Each manager who BX believes are "Hidden Gems", with extensive due dilligence files for all. Advisors would not typically discover many of these managers on their own, as well as lacking the research to back them.

There are several ways that BX can make these strategies available to you through, Schwab, TD, Fidelity, IB, and Pershing. Including our newly launched BX CIO platform, where these strategies are available individually and through our propriety BX Models. Bellow are a few categories and strategies.

Below are a few examples.

BX Cateogry: US Large Cap

Benchmark/Firm - Strategy - Description
  • SPY – S&P 500
  • Dynalogic – Sector Rotation – Tactial Equity
  • Dynalogic – Core Equity – Equity with Tactical Income
  • Ransome – Opportunity Equity – Concentrated Equity
  • Thor – US All Equity – Tactical Equity
  • Thor – ESG Equity – Tacitcal Equity
  • Alpha DNA – IAS Best Equity Picks – Concentrated Equity
  • Trend Rating – US Large Cap – Large Cap Tactical Rotation

BX Category: Large Cap Growth

Benchmark/Firm - Strategy - Description
  • SPY – S&P 500
  • Alpha Vee – Risk Managed Top 5 sectors + Treasury – Top 10 stocks in top 5 sectors 
  • Alpha Vee – Core top 5 Sector ETFs + Treasury – Top 5 sector ETFs + tactical treasury 
  • Alpha Vee – Risk Managed US Equity + Treasury – Top US equities + tactical treasury 
  • BH Asset – Large Cap Growth – Individual Equity Fundemental 
  • Thor – US Growth – Tactical Income 
  • IRLNX – Russel Large Cap Growth 
  • Slow Capital – Growth – Equity Growth 

BX Category Large Cap Value

Benchmark/Firm - Strategy - Description
  • IRVIX – Russel Large Cap Value 
  • Slow Capital – Equity – Equity Value 
  • IWD – Russel 1000 Value 
  • Hilton Capital – Dividend Yield – Income Dividend 
  • BH Asset – Enhanced Dividend – individual Equity Dividend 
  • ValueWorks – Capital Appreciation – Equity Value 
  • St. James – Value – Individual Equity Value 
  • MVP – Value – Equity Value 
  • Camelot – Quantum Equity – Equity Growth 
  • DVY Select Dividend 
  • Trend Rating – Dividend – Large Cap Dividend Tactical Rotation 
  • MVP – Divdend Income – Equity Value Dividend 

To find the rest of the managers
please find The BX Collection deck