How a $10B Family Office Invests in Emerging Managers

Published: April 03, 2019

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Dietmar Rabich / Wikimedia Commons

Interview with Ms. Jennifer Heller, the President and Chief Investment Officer of Brandywine Group Advisors, a $10B New York City based family trust advisory firm. The Brandywine team is a long-standing allocator member of SumZero’s Cap Intro pro...

The Top Stocks for 2019

Published: January 24, 2019

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SumZero, Inc.

Our Winners/Finalists hail from Australia, Germany, Mexico, Switzerland, and across the United States. Their research covers businesses in the US (7), the UK (5), Canada (2), and South Korea (1). Results have been determined by an independent pane...

'The Deal' Has Been Corrupted

Published: December 17, 2018

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Private Advisors

Today I am honored to be joined by Mr. Charles Honey, a Partner and Portfolio Manager at the Richmond, Virginia-based investment manager Private Advisors. Honey helps oversee nearly $5B in firm assets comprised of both single-securities and third-...

Why Starting a Hedge Fund Is Like Opening a Restaurant

Published: December 07, 2018

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Vanderbilt University

We are pleased to share an exclusive interview with Mr. Anders Hall, the Chief Investment Officer of Vanderbilt University’s Office of Investments and the associated $5.6B Long-Term Investment fund responsible for overseeing the future growth and ...

Caravan Capital Wins van Biema Ex-US Small Cap Challenge

Published: November 29, 2018

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Caravan Capital Management LLC

We are pleased to announce that van Biema Value Partners and Chuck Royce have selected Caravan Capital, a $10-$50M Emerging Markets Hedge Fund, as the final winner of the van Biema Value Partners Ex-US Small-Cap Challenge, a special initiative des...

Top Stocks for 2019 Challenge Launches December 7th

Published: November 27, 2018

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maxpixel.net

We are pleased to announce the final research initiative of the year: the Top Stocks for 2019 Challenge.

For the third year, prime real estate in the Top Stocks PDF report, SumZero's most widely distributed r...