FINALIST: U.S. LARGE-CAP EQUITY
Catherine Avery Investment Management LLC – CAIM Dividend Focus
Overall, 337 products were considered. Managers were ranked based on the following criteria: excess returns over the benchmark, performance versus peers, product asset growth and product asset percentage growth and information ratio.
The top three managers in each category will now be handed over to a committee made up of industry experts in the plan sponsor and consulting communities that will evaluate the merits of each firm based on quantitative and qualitative measures before selecting the winners, who will then be announced in the April issue of Emerging Manager Monthly. The committee will remain anonymous during the selection stage to maintain the integrity of the process.
To be eligible for the awards, managers must have submitted year-end 2024 data to lnforma PSN by Jan. 24, have at least $10 million in product assets and have fullyear 2024 performance figures as well as 2023 year-end product asset information. Firm-wide assets for nonminority- and women-owned firms were capped at $2 billion, while MWBE equity managers with up to $10 billion were considered and MWBE fixed-income managers up to $25 billion were considered.
Disclaimer: Inclusion of any firm in the Annual Emerging Manager Awards does not constitute a recommendation to make, hold or seek an investment in any fund. Nor does the exclusion of any firm in the Annual Emerging Manager Awards constitute a recommendation to make, hold or seek redemption in any fund. Emerging Manager Monthly compiled information from lnforma PSN to determine the finalists of the Emerging Manager Awards. The information used is deemed to be accurate and reliable. Emerging Manager Monthly nor lnforma PSN assume no liability for errors, omissions or inaccuracies in the information and any subsequent incidental or consequential damages that may result. The EMM editorial staff has full editorial authority to vet managers for inclusion in the awards process.
