U.S. small-cap equity
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| Product Name | Quarterly return | 1-year return | 3-year return | 5-year return | 5-year std dev | 5 Yr Sharpe | Product Assets ($M) | Manager | Location |
|---|---|---|---|---|---|---|---|---|---|
| GW Capital Inc. - Small Cap Equity | 8.81 | 36.33 | -2.84 | 6.14 | 23.72 | 0.13 | 687 | Team | Bellevue, Wash. |
| Chartwell Investment Partners - Small Cap Value | 7.42 | 30.33 | -3.61 | 3.11 | 20.89 | 0.00 | 369 | Team | Berwyn, Pa. |
| Kayne Anderson Rudnick LLC - Small Cap Quality Value | 7.39 | 28.26 | -2.28 | 4.61 | 20.62 | 0.08 | 881 | Team | Los Angeles |
| Rice Hall James & Associates LLC - Small Cap Equity | 6.82 | 38.78 | -1.90 | 2.14 | 19.63 | -0.04 | 541 | Team | San Diego |
| Fox Asset Management - Small Cap Value Equity | 6.72 | 25.97 | -0.53 | 4.07 | 19.10 | 0.05 | 490 | Team | Red Bank, N.J. |
| Kayne Anderson Rudnick LLC - Small Cap Core | 6.55 | 32.11 | -0.67 | 3.70 | 19.60 | 0.03 | 946 | Team | Los Angeles |
| Eagle Asset Management - Small Cap Growth - Retail | 6.29 | 39.58 | 0.12 | 3.34 | 21.11 | 0.02 | 465 | Team | St. Petersburg, Fla. |
| Keeley Asset Management Corp. - Institutional Corporate Restructuring - Small Cap | 6.23 | 31.61 | -4.70 | 5.91 | 29.15 | 0.10 | 5,982 | John Keeley Jr. | Chicago |
| Riverbridge Partners - Small Cap Growth | 6.23 | 36.19 | 1.32 | 4.65 | 20.96 | 0.08 | 1,157 | Team | Minneapolis |
| Earnest Partners - Small Cap Value | 5.61 | 25.57 | -5.41 | 0.93 | 20.73 | -0.10 | 2,996 | Paul Viera | Atlanta |
| Russell 2000 | 3.87 | 27.17 | -6.07 | 0.51 | 21.68 | -0.12 |
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
