2022 SMArtX Virtual Award Winner

We are pleased to announce that Muhlenkamp & Company’s All-Cap Value Strategy won the 2022 SMArtX Virtual Award for Balanced Strategy of the Year.

SMArtX presented their 2022 Virtual Awards for eleven different categories. Winners were selected by first categorizing all strategies widely available on the SMArtX platform into award categories. Each strategy was then ranked by three metrics: 2021 performance, 3-year annualized return, and the 3-year annualized Sharpe Ratio. Each place was given a weighted score and then a final score was tallied for the strategies in each category. The firm with the highest score won the honor of that category’s Strategy of the Year. Visit the SMArtX Advisory Solutions website for further details.

Jeff Muhlenkamp, Portfolio Manager, provides a model investment portfolio to SMArtX. Muhlenkamp & Company, Inc. is compensated by SMArtX when clients invest using the Muhlenkamp & Company, Inc. All-Cap Value Strategy. Investing through the SMArtX TAMP model involves risk. Principal loss is possible. Past performance does not guarantee future results. This information does not constitute an offer to sell or a solicitation to buy.

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