lists
Top performing Equity & Fixed Income strategies of managers with <$2.5B firm AUM
24 June 2020
To see how your firm stacks up or to get the full list, email ClaireSpencer@evestment.com.

Below are the top 20 performing Equity & Fixed Income strategies for March 2020 – May 2020 with reported total firm AUM <$2.5B USD at the end of December 2019. This data was aggregated using eVestment’s database of over 25,000 reporting strategies and is based on gross returns data pulled on June 19, 2020.

Equity Strategies

RankFirm NameProduct Name
1Wealth Growth Investment ManagementUnited States of America Top 20 Low Volatility Equity Segregated Portfolio
2DOMO Capital Management, LLCDOMO Concentrated All Cap Value Composite
3Wealth Growth Investment ManagementUnited States N.A.S.D.A.Q. Low Volatility Equity Segregated Portfolio Strategy
4Wealth Growth Investment ManagementUnited Kingdom Low Volatility Equity Segregated Portfolio Strategy
5Caravan Capital Management LLCCaravan Emerging Markets Small Cap
6Wealth Growth Investment ManagementUnited States Standard & Poor’s 100 Low Volatility Equity Segregated Portfolio
7Wealth Growth Investment ManagementDow Jones Industrial Low Volatility Equity Segregated Portfolio Strategy
8Wealth Growth Investment ManagementInstitutional-Japanese Equity Segregated Portfolio Strategy
9Moloney Sec. Asset Mgmt. (MSAM)Growth Composite
10Wealth Growth Investment ManagementInstitutional-Global Growth Equity Segregated Portfolio Strategy
11Slow Capital Inc.Slow Capital Aggressive Growth
12Kingsland Growth AdvisorsKGA Sustainable Growth Strategy
13Kingsland Growth AdvisorsKGA Long Term Growth Strategy
14Renaissance Capital LLCU.S. IPO Investment Strategy
15Rosetta Analytics, Inc.DL Two
16Bullseye Asset Management LLCBullseye Small Cap Growth Strategy
17MayTech Global Investments LLCGlobal Growth
18Mark Asset Management, L.P.Mark Focus Strategy
19L&S Advisors, IncEquity Growth Strategy Composite
20Columbus Circle InvestorsSMID Cap Equity Growth

Fixed Income Strategies

RankFirm NameProduct Name
1W.E. Donoghue & Co., LLCPower Treasury Index Portfolio
2SSI Investment Management LLCSSI Convertible Investment Strategy
3Dorsey WrightTactical Fixed Income (Inst'l)
4Nicholas Investment PartnersConvertibles
5Coolabah Capital Investments Pty LtdActive Credit Overlay
6Coolabah Capital Investments Pty LtdSmarter Money Higher Income
7SSI Investment Management LLCSSI Convertible Investment ex 144A Strategy
8SSI Investment Management LLCSSI Investment Grade Convertible Strategy
9Coolabah Capital Investments Pty LtdSmarter Money Fund
10Quest Investment Management LLCQuest Core Fixed Income
11Associated Trust CompanyAssociated Core Bond Composite
12Coolabah Capital Investments Pty LtdSmarter Money Long Short Credit Fund
13Birch Run Investments, LLCCore Fixed income
14Zazove Associates, LLCZazove Institutional Blend Convertibles
15Montag & Caldwell, LLCDuration Sector Management
16Birch Run Investments, LLCIntermediate Fixed Income
17New Century Advisors, LLCCore Bond
18Quest Investment Management LLCQuest Intermediate Fixed Income
19Zazove Associates, LLCZazove Investment Grade Convertibles
20Robinson Capital Management, LLCIntermediate Government/Credit
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