Elm News Archives - Elm Partners

January 25, 2022

January 2022 Investor Call Q&A with Victor & James

In our first Investor Call, we discussed Elm’s performance over its first 10 years, our thinking behind some investment philosophies and what to expect from us in the future.

March 19, 2021

Elm research wins Bernstein Fabozzi/Jacobs Levy Award

We’re happy to announce that our paper ‘Smart Beta: The Good, the Bad and the Muddy’ has been awarded the Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article!

April 6, 2020

Introducing the Elm Partners All-Equity Portfolio For Non-US Investors

Encouraged by our investors, we’re introducing a new fund for Non-US investors: the Elm Partners All Equity Portfolio!

November 14, 2018

Introducing Elm’s All-Equity Portfolios at Fidelity

By Victor Haghani and James White Encouraged by some of our investors, we are introducing an All-Equity portfolio to our lineup of Separately Managed Account (SMA) programs at Fidelity. Elm’s […]

January 17, 2018

New Year, New CEO, New Home

The New Year brings good news: not only does Elm have a new headquarters in the City of Brotherly Love, but we’re proud to announce James White as our new CEO!