SOURCE: Clark Capital Management Group

Clark Capital Management Group

May 16, 2013 14:59 ET

Clark Capital Management Group Appoints Anthony Soslow, CFA as Senior Portfolio Manager

PHILADELPHIA, PA--(Marketwired - May 16, 2013) -  Clark Capital Management Group is an independent, family- and employee-owned investment advisory firm that creates institutional-quality investment products designed to help financial advisors and RIAs to potentially grow their business and protect investor assets. The Firm is pleased to announce that Anthony Soslow, CFA has joined the Investment Team as a Senior Portfolio Manager. He was previously President and Chief Investment Officer at Global Capital Management, Inc. in King of Prussia, PA.

With over 25 years of portfolio management experience utilizing both a quantitative and fundamental process, Mr. Soslow is highly regarded among his peers. His firm, Global Capital Management, was recognized as a "Top Gun Manager" in 2006 and 2007 and was named "Manager of the Decade" in 2011 by PSN for the All Cap Strategy.*

Tony earned a B.S. with honors in Economics from the Wharton School at the University of Pennsylvania and holds the Chartered Financial Analyst designation. 

"We are very excited that Tony has joined the team. His wealth of experience, depth of expertise and investment track record complements our well-seasoned and diligent group of portfolio managers," said Sean Clark, Chief Investment Officer. "His addition highlights our continued commitment to providing innovative investment solutions and world class service to our advisor partners and clients."

As Senior Portfolio Manager, Mr. Soslow will help provide additional depth to the Navigator® Premier Portfolio Team and will provide enhancements to existing Navigator® Programs. 

For more information about Clark Capital Management Group, please contact Kina Simeone Clark at 215-569-2224 (office) 610-909-1907 (mobile) or kina@ccmg.com.

About Clark Capital Management Group

Clark Capital Management Group is an independent investment advisory firm providing institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. The firm was founded in 1986 and has been entrusted with approximately $3 billion in assets. 

Our investment philosophy is driven by a single-minded focus: to add value for our collective clients. This focus requires us to seek superior risk-adjusted returns over full market cycles. It compels us to maintain a long-term perspective and provide innovative investment management solutions that enable advisor clients to achieve their life cycle goals.

Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. Clark Capital Management Group, Inc. reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that the investment recommendations or decisions we make in the future will be profitable.

Clark Capital Management Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange. Registration does not imply a certain level of skill or training. More information about Clark Capital's advisory services and fees can be found in its Form ADV which is available upon request.

*Disclosure related to the recognition as a Top Guns Manager of the Decade. 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 Mr. Soslow's GCM clients. This information does not reflect the experience of clients of Clark Capital Management Group, Inc. and is not indicative of future performance. For theperiods when the designation was made, the recognition was for the GCM All Cap Core strategy managed by Mr. Soslow. Though the strategy was in the top ten, it was not ranked first in the top ten category for each period.

The PSN All Cap universe is comprised of 356 firms and 509 products. Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe.

2011 recognition: PSN evaluated all large cap core managers for performance and risk over the 10-year period ended December 31, 2011. The top 10 are recognized for their ability to significantly outperform the S&P 500 Index without taking on excess risk, while maintaining a high correlation to the benchmark. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the ten year period ending December 31, 2011. Moreover, products must have returns greater than the style benchmark for the ten year period ending December 31, 2011 and also Standard Deviation less than the style benchmark for the ten year period ending December 31, 2011. At this point, the top ten performers for the latest 10 year period ending December 31, 2011 become the PSN Top Guns Manager of the Decade.

2007 recognition: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2007. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending December 31, 2007. At this point, the top ten performers for the latest three-year period become the 4 Star Top Guns. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the 5 Star Top Guns. The top ten information ratios for the latest five-year period ending December 31, 2007 then become the 6 Star Top Gun.

2006 recognition: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending September 30, 2006.

Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending September 30, 2006. After that we select only the products which standard deviation or the five year period is equal or less than the median standard deviation for the peer group. The Top ten performers for the latest three-year period became the 4 Star Top Guns.

The top ten information ratios for the latest five-year period ending September 30, 2006 then become the 5 Star Top Guns. 

Documents and/or Photos available for this release:

Anthony Soslow, CFA Senior Portfolio Manager

To view supporting documents and/or photos, go to www.enr-corp.com/pressroom and enter Release ID: 353706

Contact Information

  • Contact:

    Kina Simeone Clark
    Director of Corporate Communications
    Clark Capital Management Group
    Phone: (215) 569-2224 (office)
    610-909-1907 (mobile)
    E-Mail: kina@ccmg.com