Top Equity Money Manager Picks

Second Quarter 2017

If you’re looking for the best investment firms, the newest investment ideas and the best asset management styles, there are a lot of resources claiming to help you obtain this information. But how do you evaluate what is right for you?

Short of contacting a wealth manager to provide you with customized information that considers your lifestyle, goals and dreams, you need unbiased, balanced information that examines a manager against their own standards.
top-equity-money-managers-picks-report

The most up-to-date money manager picks report – which identifies three strategies that the WrapManager Investment Policy Committee (IPC) is currently profiling is now available and provides manager selections that include:

  1. A concentrated growth strategy seeking to invest in market leading companies.
  2. A small cap equity strategy that focuses on stock selection.
  3. A mid cap value portfolio that seeks to invest in companies with favorable valuations
Researching Polen Capital's Focus Growth

Polen Capital 
Focus Growth

This investment strategy typically only holds about 20 securities. 
Researching Tributary Capital's Small Cap Equity

Tributary Capital Management
Small Cap Equity

This investment strategy employs a rigorous bottom up stock selection process.
Researching Chartwell Investment Partner's Mid Cap Value

Chartwell Investment Partners
Mid Cap Value

This investment strategy seeks to identify companies that are attractively valued.

Contrary to popular belief, not all investment strategies are right for all people. Depending on your age, goals, current lifestyle, and risk tolerance, you could want more or less equity exposure. The Money Managers and investment strategies mentioned in this quarterly report have varying management styles and investment criteria. 

The WrapManager IPC has put together a quarterly report of money managers that are of interest for the current quarter. For each money manager strategy, there is a brief description of the style of the strategy and investment process. Get your copy by filling out the form below.
The WrapManager IPC performs ongoing due diligence on chosen strategies and updates the Wealth Managers on current money manager recommendations for current and future clients.

Download the Q2 2017 Money Manager Picks

For a Limited-Time Only

To get your 6-page report designed to help investors discover and evaluate money manager strategies, fill out the form here now.  

Your free report includes: 

  • A brief description of the style of the strategy,  
  • An explanation of the strategy itself,  
  • Comments about the strategy from the manager themselves, and 
  • Links to request more detailed information for qualified investors.

Any money management or investment advisory firms listed on this website are not related entities of WrapManager, Inc. and are listed for convenience and informational purposes only. The listing of a money manager on this website does not imply a solicitation or recommendation of the money manager. WrapManager, Inc. is responsible only for the content of this website and it has no control over other websites that may be accessible from this website, the contents therein or the products/services offered by third parties. Hyperlinks to or from this website do not constitute third party endorsement of, sponsorship by or affiliation with WrapManager, Inc.

 

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