Blog Articles

A “Jack of All Trades” can sometimes also be referred to as ‘a mile a wide and an inch deep’. While certainly not always the case, it can be particularly relevant in the highly diverse world of investment management.  The enormous amount of information available to just about everyone has raised the information bar, making it more difficult to find an edge that enables one firm to outperform others. From monitors parked outside of manufacturing facilities counting trucks coming and going to...

Best Large Cap Strategy Victory Capital Management featuring Erick Maronak, Chief Investment Officer Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Erick Maronak, CIO of Victory Capital Management, to discuss the Victory NewBridge Large Cap Growth strategy winning Best Large Cap Strategy in this year’s awards. Evan and Erick talk about how working together for 25 years, sticking to a 50/50 quantitative/subjective...

Best Risk-Adjusted Returns - Alternatives AXS Multi-Strategy Alternatives featuring Parker Binion, Portfolio Manager Link to this WEBINARIn the 10th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Parker Binion, Portfolio Manager at AXS Investments, to discuss winning for Best Risk-Adjusted Returns - Alternatives in this year’s awards.  Evan and Parker talk about when and why AXS decided to start a pandemic recovery sleeve in their portfolio,...

BlackRock featuring Tushar Yadava, Director, Strategist in Multi-Asset Strategies & Solutions at BlackRock Link to this WEBINAR In the ninth episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Tushar Yadava, Director, Strategist in Multi-Asset Strategies & Solutions at BlackRock, to discuss BlackRock’s Target Allocation model portfolios. Evan and Tushar discuss how BlackRock’s Target Allocation models work, how BlackRock was able to find...

Best Small Cap Strategy Shaker Investments featuring Chris Hemmelgarn, Portfolio Manager Link to this WEBINARIn the 8th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Chris Hemmelgarn, Portfolio Manager at Shaker Investments, to discuss winning Best Small Cap Strategy in this year’s awards. Evan and Chris talk about how Shaker was able to weather a tumultuous 2020, their unique approach to building and sustaining relationships, and why all of...

NASDAQ Dorsey Wright featuring John Lewis, Portfolio Manager at NASDAQ Dorsey Wright Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with John Lewis, Portfolio Manager at NASDAQ Dorsey Wright. Evan and John discuss how NASDAQ Dorsey Wright is able to so effectively implement their relative strength methodology to allocate to where strength is in the markets and the role it plays in client portfolios. About the Firm NASDAQ...

Best Overall - Most Assets & Most Allocations Clark Navigator Fixed Income Total Return featuring Glenn Dorsey, CFA®, CAIA®, SVP, Head of Portfolio Management Link to this WEBINARIn the sixth episode of the SMArtX 2021 Virtual Awards Webinar, SMArtX CEO Evan Rapoport sits down with Glenn Dorsey, CFA®, CAIA®, SVP, Head of Client Portfolio Management, to discuss Clark Navigator Fixed Income Total Return strategy winning Best Overall - Most Assets in this year’s awards. Evan and Glenn talk...

Russell Investments featuring Rob Kuharic, Investment Strategist at Russell Investments Tax-Managed Portfolios Link to this WEBINAR In the fifth episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Rob Kuharic, Investment Strategist at Russell Investments, helping to manage their tax-managed solutions, to discuss the best ways to keep more of what you earn. Evan and Rob discuss why Russell Investments is so focused on tax efficiency, how they achieve...

Best Overall Performance  Global X Thematic Disruptors ETF Portfolio with Jon Maier, Chief Investment Officer of Global X.   Link to this WEBINARIn the fourth episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Jon Maier, the Chief Investment officer of Global X Thematic Disruptors ETF Model Portfolio, to discuss winning Best Overall Performance in this year’s awards. Evan and Jon talk about why Global X is always looking at the future, the very...

Best Balanced Strategy  Chapoquoit Dynamic Portfolios-Aggressive with Phil Nehro, Portfolio Manager of Chapoquoit and Richard Oberuc, the Portfolio Manager of Chapoquoit.    Link to this WEBINAR In the third episode of the SMArtX 2021 Virtual Awards Podcast, SMArtX CEO Evan Rapoport sat down with Phil Nehro, CFP and Richard Oberuc, the Portfolio Managers and Investment Advisor Representatives of Chapoquoit, to discuss Chapoquoit Dynamic Portfolios-Aggressive winning the Best Balanced Strategy...