Top 10 international, global, emerging-markets equity SMAs
Ranked by second-quarter returns
| Product | 2Q return | 1-year return | 3-year return | 5-year return | 5-year std dev | 5-year Sharpe ratio | Assets ($M) | Manager | Location |
|---|---|---|---|---|---|---|---|---|---|
| Schafer Cullen Capital Management Inc. – International High Dividend Value Equity* | -3.22% | -9.66% | 9.10% | -3.70% | 24.53% | -0.19 | $225.9 | Team | New York |
| Gratry & Co. – International Growth Equity | -3.34% | -8.69% | 9.73% | -0.83% | 24.25% | -0.07 | $327.0 | Team | Shaker Heights, Ohio |
| Gratry & Co. – International Developed Equity | -3.41% | -9.72% | 10.43% | -2.58% | 23.79% | -0.15 | $111.0 | Team | Shaker Heights, Ohio |
| ING Investment Management Americas – ING Global Equity Dividend | -3.77% | -2.55% | 12.75% | -2.23% | 21.76% | -0.15 | $116.5 | Martin Jansen | New York |
| Aristotle Capital Management LLC – Value Equity | -3.83% | -0.45% | 15.48% | 0.00% | 0.00% | 0.00 | $1,208.5 | Howard Gleicher | Los Angeles |
| Ativo Capital Management – Ativo International All Country ex U.S. | -4.25% | -12.85% | 12.06% | -1.74% | 27.93% | -0.10 | $129.1 | Ricardo Bekin | Chicago |
| Capital Group Private Client Services – Non-U.S. Equity | -4.40% | -7.96% | 10.64% | -0.80% | 22.14% | -0.08 | $1,646.7 | Team | Los Angeles |
| Capital Group Private Client Services – Global Equity | -4.49% | -4.53% | 11.35% | -0.51% | 21.26% | -0.07 | $4,495.3 | Team | Los Angeles |
| Legg Mason Inc. – Legg Mason MDA 7A Global All Cap | -4.71% | -1.60% | 14.82% | 0.39% | 23.88% | -0.02 | $156.0 | Team | Baltimore, Md. |
| Lazard Asset Management – Global Equity Select ADR | -4.99% | 1.12% | 12.42% | -0.79% | 21.00% | -0.08 | $1,342.1 | Team | New York |
| Russell Developed ex North America Large Cap | -7.33% | -14.36% | 6.29% | -5.96% | 26.37% | -0.26 | |||
| Russell Developed Large Cap | -5.16% | -5.33% | 11.35% | -2.8% | 24.03% | -0.16 | |||
| Russell Emerging Markets Large Cap | -9.34% | -16.23% | 10.31% | 0.29% | 32.4% | -0.02 |
*Preliminary. The separately managed account products listed in these tables generated the highest performance for the quarter ended June 30. Rankings are based on performance reported to Prima by Aug. 3. In case of ties, products are listed alphabetically. Past performance is not a guarantee of future results and advisers should rely on additional factors when determining whether to include SMAs in their client portfolios. Prima’s SMA universe isn’t intended to be all-inclusive but rather represents a diversified group of products that are available to, and suitable for, the affluent retail investor.
Souce: Prima Capital
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