
July 2022 Investor Call Q&A with Victor & James
Thank you to all our Elm investors who joined us for our mid-year call!
Thank you to all our Elm investors who joined us for our mid-year call!
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.
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!
Encouraged by our investors, we’re introducing a new fund for Non-US investors: the Elm Partners All Equity Portfolio!
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 […]
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!