![Michael Case Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Smith joined Avatar Associates in December 2009.
He began his career in asset management with Trust Company of the West and led sales for TCW spin-off GuidedChoice, an on-line investment advice tool under the direction of Nobel Laureate Harry Markowitz.
Most recently, Michael was responsible for the design & distribution of $900mm in ETF and UIT products, including TD Ameritrade's lifecycle ETFs at Zacks Investment Research.
Mr. Smith holds a BA from the UCLA, studied international law at the London School of Economics, and received an MBA in international finance from the University of Notre Dame.
| Companies | Position | End |
|---|---|---|
Zacks Investment Research, Inc.
 Zacks Investment Research, Inc. Investment ManagersFinance Provides investment research | Corporate Officer/Principal | - |
Avatar Associates
 Avatar Associates Investment ManagersFinance Momentum Investment Partners' product offerings include overlay, managed 401k, balanced, defensive equity and core equity. The firm customizes their products to meet individual client objectives using a process that employs quantitative, top-down, macroeconomic models. Their asset allocation model is a carefully calibrated, objective measure of economic factors and market trends. It is based on the fundamental premise that liquidity is the key force in driving stock and bond markets. Momentum Investment Partners' equity portfolios include a mixture of stocks and cash equivalents. They select stocks that demonstrate the ability to grow earnings in the future but are relatively undervalued today. To find these companies, the firm combines computer-driven quantitative research and qualitative research. Stocks are chosen through the equity selection process described above. For bonds, Momentum Investment Partners concentrates on US government and agency issues, avoiding the risks associated with corporate debt. Portfolio managers actively adjust maturity and duration and tailor their holdings using bullet, barbell or ladder strategies, based on current bond market research and analysis. Momentum Investment Partners' sell discipline requires them to sell a stock or bond under the following conditions: (1) asset allocation requires reduced market exposure (2) stock fundamentals or bond relative values deteriorate or (3) the stop-loss point is reached for any given stock. | Market Strategist | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 4 |
|---|---|
Avatar Associates
Avatar Associates Investment ManagersFinance Momentum Investment Partners' product offerings include overlay, managed 401k, balanced, defensive equity and core equity. The firm customizes their products to meet individual client objectives using a process that employs quantitative, top-down, macroeconomic models. Their asset allocation model is a carefully calibrated, objective measure of economic factors and market trends. It is based on the fundamental premise that liquidity is the key force in driving stock and bond markets. Momentum Investment Partners' equity portfolios include a mixture of stocks and cash equivalents. They select stocks that demonstrate the ability to grow earnings in the future but are relatively undervalued today. To find these companies, the firm combines computer-driven quantitative research and qualitative research. Stocks are chosen through the equity selection process described above. For bonds, Momentum Investment Partners concentrates on US government and agency issues, avoiding the risks associated with corporate debt. Portfolio managers actively adjust maturity and duration and tailor their holdings using bullet, barbell or ladder strategies, based on current bond market research and analysis. Momentum Investment Partners' sell discipline requires them to sell a stock or bond under the following conditions: (1) asset allocation requires reduced market exposure (2) stock fundamentals or bond relative values deteriorate or (3) the stop-loss point is reached for any given stock. | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Zacks Investment Research, Inc.
Zacks Investment Research, Inc. Investment ManagersFinance Provides investment research | Finance |
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