Inside SMAs: An Exclusive look into Ranger Investments
Join Ryan Nauman, market strategist at Zephyr PSN, as he delves into the world of separately managed accounts (SMAs) with Conrad Doenges, Chief Investment Officer at Ranger Investment Management. In this episode, they discuss the firm’s micro cap growth investing strategy, the team’s stability, and the importance of quality in investment portfolios. Conrad shares insights on their in-depth due diligence process, the role of technology, and how their focus on high-quality, undervalued stocks has led to impressive long-term performance. Learn about the firm’s strategies in the healthcare and regional banking sectors, the impact of market inefficiencies, and the benefits of concentrating portfolios. Perfect for asset managers, advisors, and institutional investors looking for actionable intelligence backed by PSN performance data.
Are you looking to incorporate SMA’s into your client’s investment portfolios? Zephyr’s PSN data can help you get started.
Learn more about Ranger Investment Management here.
00:00 Introduction to Inside SMAs
01:48 Meet Conrad Doenges and Ranger Investment Management
02:29 Firm Structure and Stability
04:24 Handling Growth and Capacity
06:50 Micro Cap Growth Strategy
11:20 Investment Philosophy and Approach
14:42 Finding Market Inefficiencies
17:31 Sector Focus: Healthcare and Regional Banks
27:41 Addressing Recent Performance Concerns
37:32 The Importance of Quality and Downside Protection
41:52 Closing Remarks and Contact Information