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...

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 two help oversee more than $800M in firm assets leveraging a long only, concentrated strategy under the following format

Haddaway oversees more than $1B in firm assets comprised of private equity, alternatives, and third-party investment managers, many of whom fall into the ‘small and emerging’ category.

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-...

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 ...

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...

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...