Events
SMArtX 2023 X Awards
The SMArtX Virtual Awards are now the X Awards!
This year we will once again highlight some of the top firms on the SMArtX UMA platform across 9 categories.
See all of our WINNERS below and click here to read the full press release!
If you have any questions about the Awards, please reach out to managersolutions@smartxadvisory.com
The finalists and winners for the 2023 X Awards are:
Large Cap Equity
Hotchkis & Wiley – Fundamental Value
***Logan Capital Management, Inc. – Large Cap Growth*** WINNER
Tran Capital Management – Partners Strategy
Mid Cap Equity
Cambiar Investors – SMID Value
***Congress Asset Management Company – SMID Growth*** WINNER
Eulav Asset Management – Value Line High Dividend Portfolio
Small Cap Equity
***Easterly Asset Management – Snow Small Cap Value*** WINNER
Investment Management of Virginia – Small Capitalization Portfolio
Putnam Investment Management – U.S. Small Cap Growth Equity
Global Equity
***Capital Research and Management Company – Global Equity SMA*** WINNER
Capital Research and Management Company – Global Growth SMA
Hotchkis & Wiley – Global Value
Foreign
***Blackrock – International Equity SMA*** WINNER
ClearBridge Investments – International Growth ADR ESG
Todd Asset Management – International Intrinsic Value
Fixed Income
***Aristotle Credit Partners – Credit High Yield Bond Focused ESG*** WINNER
Aristotle Credit Partners – Credit Short Duration High Yield Bond
Belle Haven Investments – 3-17 Year Ladder
Allocation
***Fidelity Institutional – Target Allocation 60/40 (Z) Model Portfolio*** WINNER
Globalt – innovatETF Strategies – Growth
Kingsview Wealth Management, LLC – Multi-Strategy Moderate Aggressive
Tactical Allocation
Cypress Capital – Global Allocation
First National Corporation – Chapoquoit Dynamic Portfolios-Aggressive
***Kensington Asset Management – Dynamic Growth*** WINNER
Fixed Income Allocation
Ocean Park Asset Management – Tactical Bond
Weatherstone Capital Management – Income Plus
***Weatherstone Capital Management – Strategic Income*** WINNER