Market narratives have shifted significantly this year—from excitement surrounding artificial intelligence (AI) to apprehensions about big tech expenditure, and from recession worries to confidence in the resilience of the U.S. economy. In September, the Federal Reserve reduced interest rates by 50 basis points, marking the first monetary policy easing in four years. This policy shift is expected to bolster growth, stabilize a decelerating labor market, and prolong the current economic cycle. Equity markets are likely to respond positively to the Fed’s actions in the upcoming months, with signs of increasing market breadth and a reduction in the extreme concentration within a few mega-cap technology stocks seen earlier this year. To continue reading this article click the link below: https://lnkd.in/eU3f-k_P
Xponance, Inc.
Investment Management
Philadelphia, Pennsylvania 4,864 followers
Our clients’ investment success is our passion. We leverage our multi-strategy capabilities for their success.
About us
We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner. Our name is derived from the word “exponent” and dually connotes our core objectives—to be a zealous champion for our clients; and to provide higher level engagement and a broader array of solutions to meet their investment needs. We are employee owned by women and diverse professionals, whose common passion is to do the right thing for our clients and each other. Xponance® is the successor firm representing the integration of two great legacy firms, FIS Group, Inc. and Piedmont Investment Advisors, Inc. FIS Group offered global and non-U.S. equity investment stra We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner. Our name is derived from the word “exponent” and dually connotes our core objectives—to be a zealous champion for our clients; and to provide higher level engagement and a broader array of solutions to meet their investment needs. We are employee owned by women and diverse professionals, whose common passion is to do the right thing for our clients and each other. Xponance® is the successor firm representing the integration of two legacy firms, FIS Group, Inc. and Piedmont Investment Advisors, Inc. We offer global and non-U.S. equity investment strategies by harnessing the investment edge and focus of proven entrepreneurial or emerging managers in a tested strategic framework. As a direct investment manager, Xponance specializes in creating systematic, risk controlled active and passive equity strategies. Our active US fixed income strategies span the maturity spectrum and provide income and downside protection through differentiated off-benchmark and off the run securities. Aapryl, a technology company and subsidiary of Xponance, provides a web-based manager performance analytics and portfolio risk management platform that empowers investors. For more information, please contact info@xponance.com.
- Website
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http://www.xponance.com/
External link for Xponance, Inc.
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Philadelphia, Pennsylvania
- Type
- Privately Held
- Founded
- 1996
- Specialties
- asset management, portfolio construction, risk management, and american fund
Locations
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Primary
1845 Walnut St
Suite 800
Philadelphia, Pennsylvania 19103, US
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2605 Meridian Pkwy
Suite 105
Durham, North Carolina 27713, US
Employees at Xponance, Inc.
Updates
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We’re excited to share The Philadelphia Inquirer's latest feature on Tina Byles Williams, highlighting her inspiring journey from City Hall to building Xponance into one of the largest Black-owned asset management firms. Tina’s story is a testament to the power of resilience, focus, and the American dream. Read more about her incredible journey and her vision for the future of asset management: https://lnkd.in/g4ahJyw6 #AmericanDream #AssetManagement #Leadership
This former Philadelphia official now runs a multibillion-dollar investment business
inquirer.com
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Great discussion between our Assistant Portfolio Manager, Adam Choppin, CFA , and longtime Xponance friend Robert Morier talking about how we pick managers, build portfolios, and think about the markets. Click the link to watch!
NEW EPISODE ALERT 🎤 Adam Choppin, CFA, Assistant Portfolio Manager for Multi-Manager Strategies at Xponance, Inc. joins us on the latest episode of the Dakota Live! Podcast. With over ten years of experience at Xponance, Adam has been instrumental in shaping the firm’s approach to emerging manager selection and portfolio construction. Join us as we delve into the significant changes in the investment landscape over the past year, exploring how global equity markets have faced considerable challenges. Adam shares his insights on Xponance’s commitment to identifying and supporting emerging managers, emphasizing the importance of strategic due diligence in driving sustainable alpha. Adam also sheds light on the impact of market conditions at the inception of strategies and how investors can effectively navigate these shifts in a complex environment. As we reflect on Adam’s journey and the lessons learned over the past year, this episode offers valuable perspectives for institutional investors looking to adapt to changing market conditions. Whether you are an emerging manager or allocator, tune in for actionable insights that can help you stay ahead in today’s investment landscape. You can find this Dakota Live! Episode on Spotify, Apple, or your favorite podcast platform. If you prefer to watch while you listen, please click on the YouTube link below. Catch this episode and past episodes at www.dakota.com. Thank you for investing your time with dakota. Interested in this episode? 👍 Like 💬 Comment 💌 Share 🔔 Follow https://lnkd.in/ejZwQ4SE
Inverting the Manager Research Process with Xponance
https://www.youtube.com/
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Great piece by Shundrawn Thomas in Family Wealth Report on the opportunity for family office investors in diverse-owned firms in the lower-middle market. Give it a read here: https://lnkd.in/dduQU5DH
Tapping The Private Credit Opportunity In Diverse-Owned Businesses
familywealthreport.com
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In our previous report, “Too Good to Be True: The Failure of Defensive Managers During Recent Inflationary Shocks,” we examined the challenges in assessing the performance of quality growth managers since the onset of the COVID-19 pandemic and the subsequent global fiscal responses. Inspired by the same period, we shift our approach to delve into another critical aspect of manager selection: how a value manager’s philosophical approach to turnover influences returns in different market environments. Specifically, within low turnover value strategies, we explore how the market conditions at the time of a strategy’s inception can have a lasting impact on its performance for years. #valueinvesting #managerselection https://lnkd.in/er_bq-BG
When does the Tortoise beat the Hare in Value Investing?
https://www.xponance.com
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In our previous report, “Too Good to Be True: The Failure of Defensive Managers During Recent Inflationary Shocks,” we examined the challenges in assessing the performance of quality growth managers since the onset of the COVID-19 pandemic and the subsequent global fiscal responses. Inspired by the same period, we shift our approach to delve into another critical aspect of manager selection: how a value manager’s philosophical approach to turnover influences returns in different market environments. Specifically, within low turnover value strategies, we explore how the market conditions at the time of a strategy’s inception can have a lasting impact on its performance for years. https://lnkd.in/er_bq-BG
When does the Tortoise beat the Hare in Value Investing?
https://www.xponance.com
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Today our Founder, CEO, and CIO, Tina Byles Williams, along with Xponance Board member James C. Rhee will be participating in a dynamic conversation titled "The American Dream: What Now?" moderated by Donna James from 5:00 to 6:00 pm ET. The discussion will include topics from James' most recent best-seller, "Red Helicopter," as well as each entrepreneur's own journey to remarkable success via inspiring others. 🔗 Live stream: https://lnkd.in/e87K3g-f 📍 Union League of Philadelphia: RSVP to attend in person with Joy McIssacs at jmcisaacs@xponance.com #Leadership #Entrepreneurship #AmericanDream #Xponance #CEO
The American Dream: What's Next? Livestream with Tina Byles Williams
eventbrite.com
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Xponance, Inc. reposted this
🌟 We are really excited to present at the Emerging Managers Summit 2024, Emeritus Trustee and Finance Committee Member Barbara Doran, Founder & Chief Investment Officer Robert Zuccaro, CFA, CFA, APFI, Investment Manager Research & Investment Strategy, Adam Choppin, CFA, and Managing Director Stacy Haislip, CFA presenting at the panel “𝐂𝐫𝐞𝐚𝐭𝐢𝐧𝐠 𝐀𝐥𝐩𝐡𝐚 𝐯𝐢𝐚 𝐏𝐮𝐛𝐥𝐢𝐜 𝐌𝐚𝐫𝐤𝐞𝐭𝐬: 𝐀 𝐏𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞 𝐎𝐧 𝐓𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐎𝐟 𝐏𝐮𝐛𝐥𝐢𝐜 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐚𝐧𝐝 𝐄𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐌𝐚𝐧𝐚𝐠𝐞𝐫𝐬” on Monday, September 23, 2024. 📝 To register please visit, https://bit.ly/3vnsufL or email info@opalgroup.net #OpalGroup #EmergingManagers #Investment #OpalGroupEMS #Finance
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4 Days to go...register today for "The American Dream: What Now" livestream event "on MONDAY September 23rd! Join Tina Byles Williams, James C. Rhee, and Donna James for an insightful discussion as they explore how the American Dream has evolved and what it means today. 📅 September 23rd, 5–6 PM ET 🔗 Live stream: https://lnkd.in/e87K3g-f 📍 Union League of Philadelphia: RSVP to attend in perso with Joy McIssacs at jmcisaacs@xponance.com #Leadership #Entrepreneurship #AmericanDream #Xponance #CEO
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On September 23rd from 5:00 – 6:00 pm ET, our Founder, CEO, and CIO, Tina Byles Williams, and Xponance Board member James C. Rhee will be taking part in lively discussion entitled "The American Dream: What Now?" moderated by Donna James. The talk will touch on themes from James’ recent bestseller, "Red Helicopter” and their respective pathways as entrepreneurs towards achieving extraordinary success through uplifting others. RSVP and join the stream of the discussion at https://lnkd.in/egsyJ54N