Tony serves as a portfolio manager in the Premier Portfolios group and is a member of the Clark Capital Investment Team. He has over three decades of portfolio management experience utilizing both a quantitative and fundamental process. From 1997 to 2013 Tony was the President and Chief Investment Officer of Global Capital Management which he founded. From 1986 through 1997, Tony was Director of Portfolio Management at RTE Asset Management where he was responsible for portfolio management across all asset classes. He was cited as a Top Guns Manager* in 2017 and was named Manager of the Decade in 2011 and 2017 by PSN. Tony is a graduate of the Wharton School of the University of Pennsylvania and is a CFA charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns; they do not reflect any management fees, transaction cost or expenses. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten year period and also Standard Deviation less than the style benchmark for the latest ten year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns of the Decade. The complete list of PSN Top Guns and an overview of the methodology is available at http://www.informais.com/resources/psn-top-guns. Top Guns Manager of the Decade is a recognition from Informa Investment Solutions PSN, an independent, national money manager database. This designation may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, the experiences of investors in portfolios managed by Mr. Soslow. This information reflects the experience of GCM clients prior to March 2013 and subsequently reflects the experiences of the clients of Clark Capital Management Group, Inc. and is not indicative of future performance. When the 2011 designation was made, recognition was for the GCM All Cap Core strategy and the 2017 recognition was for GCM International ADR prior to 2013 and subsequently for the Navigator® International ADR. Though the strategy was in the top ten, it was not ranked first in the top ten categories for each period.