Sheets Smith Investment Management has been recognized by Informa PSN as a Top Ten manager a very impressive 72 times since 2006. The Absolute Return SMA had previously been available on only select platforms, and we are now able to offer it more broadly, making it easier for advisors to take advantage of the strategy. This podcast is a discussion between Arun Kaul, the CIO of BX Partners and Cornell and Greg Bowden, Portfolio Managers for the Sheets Smith Absolute Return SMA Strategy. In this episode, you will hear a discussion about:

Dynamic Asset Allocation

Individual Stock selection decisions

Raising Cash - How and When

Overall portfolio characteristics / portfolio traits

Equity positioning

Fixed Income- allocation, maturity, quality, duration, etc

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. BX partners doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, BX Partners makes no representation as to its completeness or accuracy.