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Awards for Separately Managed Accounts

Stephen Harris

23 March 2005

The first ever awards for separately managed accounts were given out in the US this week sponsored by Standard & Poor’s, Prima Capital and Investment Advisor Magazine. More than 250 money managers running in excess of 600 SMA products in the US were considered for the awards. The 600 candidates were screened for the following criteria: the separate account product must be available to investment advisors and open to new clients; the separate account product must have a minimum of $50 million of assets; and the management team must have at least a three-year track record with the separate account product. The winners in each category were:

• Large-Cap Equity Focused Growth: WCM Investment Management
• Large-Cap Equity- Value Equity: Thornburg Investment Management Inc
• International Equity- ADR: Eagle Global Advisors, LLC
• Tax Efficient Growth Equity: Smithbridge Asset Management
• Mid-Cap Equity- Mid Cap: New Amsterdam Partners, LLC
• Small-Mid Value Equity: ICM Asset Management
• Short/Intermediate Municipal Bond: Asset Management Municipal Bond