Asset management has a long term goal: the acceleration of returns greater than the overall market with the preservation of your client’s capital. Developing an investment philosophy and the discipline required to see it through many years of market volatility is a highly prized skill that creates measured value. The asset management firms, money managers, and portfolio managers that are profiled in these very detailed interviews demonstrate the top professionals in this business today.
Bottom Up Stock Selection on Both the Long and Short Side
“Sector agnostic on both the long and short side of the strategy…By design, we avoid high short interest stocks. We don’t use leverage and we don’t use derivatives…Then, waiting to see if our thesis plays out.”
Chris Wright, Kayne Anderson Rudnick Investment Management
Double Digit Returns for Investors
Mike Moore and John Birkett are “bottom-up fundamental analysts” who invest both long and short.
John Birkett, Goodnow Investment Group
Mike Moore, Goodnow Investment Group
Find Unique ESG Investments with Fairpointe
Frances Tuite finds the best values in the ESG investment space, often overlooked value gems.
Frances E. Tuite, Fairpointe Capital
Smaller is Better in High Yield Investing
Robert Sydow finds the high yield credit opportunities that his competitors overlook due to small deal size.
Robert Sydow, Mesirow Financial
Global Deep Value Stocks with Significant Upside Potential
“We seek unique, deep value ideas on a global basis…We have offices in Singapore, India, as well as in the U.S.”
Sandy Mehta, Value Investment Principals
Buy Industry Leaders When They’re Down
“You buy good companies and you hold them forever. You hold them and don’t ever sell. You don’t pay any tax unless they change the rules on you…”
Bobby Edgerton, Capital Investment Companies
U.S. Structured Credit Markets for Higher Current Income
“The Angel Oak Multi-Strategy Income Fund is a unique strategy focused on identifying the best relative value within the U.S. structured credit markets, predominantly mortgage credit.”
Sam Dunlap, Angel Oak Capital Advisors
Quality Small- and Mid-Caps Deliver Better Performance
“What we see is investors overpaying for high-beta stocks and underpricing high-quality, stable, boring businesses. We believe that the opposite should be true. Investors should place a premium on these companies that can deliver stable and growing free cash flows and returns on invested capital in excess of the cost of capital.”
Jeff Kautz, Ballast Equity Management
Randy Hughes, Ballast Equity Management
With Higher Rates Looming, Tax Optimization Is Even More Essential
The complex nature of tax policy in the United States creates specific investment hurdles for each individual taxpayer. The professionals at Knightsbridge Capital use their experience to maximize the returns for their investors.
John Prichard, Knightsbridge Capital Management
Kurt Beimfohr, Knightsbridge Wealth Management
Investment Returns Become Magnified from Out-of-Favor Stocks
Minneapolis Portfolio Management Group finds the out-of-favor value plays that return big when 2020 becomes 2021 and beyond. These money managers believe in Aesop: “That in the End, the steady, resourceful & relentless Tortoise Still Wins the Race.”
Phil Grodnick, Minneapolis Portfolio Management Group
Harrison Grodnick, Minneapolis Portfolio Management Group
Rob Britton, Minneapolis Portfolio Management Group
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