WrapManager's Wealth Management Blog
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Presenting WrapManager's Q4 2017 Top International Equity Money Manager Picks Report

Posted by WrapManager's Investment Policy Committee

November 30, 2017

While the United States represents the largest single contributor to global GDP, 75% of the world’s GDP is taking place across our borders in other countries. That means that from an investing standpoint, an international equity strategy can help diversify your portfolio and take advantage of the many investment opportunities available outside of the U.S.

Though we have seen that historically there have been market cycles where international equities outperform U.S. equities[1], there can be a tendency for many American investors to have a home bias that favors domestic investment and largely ignores non-U.S. opportunities.

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Money Manager Research Federated Investors Inc Cambiar Investors, LLC Newfound Research LLC Polen Capital Management Dorsey, Wright & Associates Top Money Manager Picks

Announcing: WrapManager's Q3 2017 Top Equity Money Manager Picks

July 26, 2017
There are thousands of money manager strategies out there, but not every money manager is a good fit for every investor. If you’re trying to find the money managers or investment strategies that are right for you – and that could help you reach your investment goals – you might feel totally overwhelmed going through all the different options. We’d like to help clear some of the confusion for you. Each quarter WrapManager’s Investment Policy Committee (IPC) compiles a short list of money manager picks in order to help investors like you discover and evaluate different money manager strategies. These investment strategies encompass a wide range of asset classes and investment disciplines so you are introduced to as many new strategies as possible. This quarter, the WrapManager IPC has selected four strategies. [+] Read More

The Findings of Polen Capital's “10,000 Portfolios Project”

November 22, 2016
Have you ever wondered whether your portfolio was optimally allocated or not? Or, in other words, do you ever sit back and think: “is there a better way I could have invested my portfolio over the last 20 years?” With the benefit of hindsight, we know that there is almost always a “better way” we could have invested. But unfortunately we do not have the benefit of hindsight with investing! We can only take the information we have available and make what we think are the best decisions possible for our long-term goals. [+] Read More

Polen Capital Reports 2Q 2016 Performance

August 23, 2016
We have a clear investment discipline and a clear compass... After delivering a strong first quarter performance, Polen Capital Management's Focus Growth Portfolio returned -2.62% gross of fees in second quarter 2016. The Russell 1000 Growth and S&P 500 indicies returned 0.61% and 2.46% respectively. Read on for an excerpt of Polen Capital's 2Q 2016 commentary, or view the entire document here. [+] Read More

Polen Capital Management - Ongoing Fundamental Strength

April 26, 2016
Polen Capital Management's Focus Growth Portfolio continues to deliver solid double‐digit earnings per share growth, which is quite distinct from the broader market right now. Read their quarterly commentary to learn how their team believes this strong ongoing earnings per share growth will continue to support strong long‐term investment returns. [+] Read More

Polen Capital Management - Outperforming the Indices

March 2, 2016
Polen Capital Management's Focus Growth Portfolio was able to outperform the market again in 2015. Read their quarterly commentary to learn how leveraging Alphabet Inc.'s (formerly Google) weak 2014 share price helped them achieve that feat. [+] Read More