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Andersen Capital Weather Mark Named Gold Status on SMArtX Q3 2025 Select List
We are proud to announce that Andersen Capital’s Weather Mark Large-Cap Growth strategy has been awarded Gold Status on the SMArtX Advisory Solutions Q3 2025 Select List
This recognition highlights strategies that have demonstrated exceptional ability to navigate a diverse market environment. Gold Status is awarded only to strategies ranking in the 95th percentile of their peer group.
What is the SMArtX Select List?
The SMArtX Select List is built on a proprietary, quantitatively driven screening process designed to identify strategies with the highest probability of generating excess return over an assigned benchmark per unit of downside risk. Strategies are evaluated across four key metrics:
- Excess Return
- Risk/Return Asymmetry
- Active Tail Risk
- Return Consistency
Being recognized with Gold Status means Andersen Capital Weather Mark has excelled across these dimensions, delivering performance and risk management that stand out within its peer group.
We are honored by this recognition and remain committed to delivering value to advisors and their clients.
Required Disclosure
- Awarded by: SMArtX Advisory Solutions
- Date of Award: Q3 2025
- Criteria & Methodology: The SMArtX Select List is based on a proprietary quantitative process that evaluates strategies across four metrics: Excess Return, Risk/Return Asymmetry, Active Tail Risk, and Return Consistency. Gold recognition = scored in the 95th percentile of peer group. Silver recognition = scored in the 90th percentile of peer group.
- Time Period of Consideration: Evaluation based on performance and risk metrics during the period reviewed by SMArtX through Q3 2025.
- Compensation Disclosure: No compensation was paid in connection with this award.
High Conviction Stock Picking: Employs deep credit research to identify opportunities in equities. Concentrated, go-anywhere, long stock portfolio of 10-15 high-conviction holdings. Focus on situations that equity markets are often ill-equipped to assess, particularly with companies in early stages of capital structure or credit-related inflection points. Also identifies other market inefficiencies overlooked by traditional securities analysts. Andersen utilizes disconnects between debt and equity markets created by differences in analyst training, asset manager organization, and fund mandates.
Andersen Capital Management LLC. is a Boston based investment firm that was established in 2018.
Investment advisory services offered through Integrated Advisors Network, LLC (“Integrated”), an SEC registered investment advisor. Registration does not imply a certain level of skill or training. Andersen Capital Management is affiliated with, but not under common control of, Integrated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
For specific details on the strategy such as historic return history, current stock holdings, and other important data, fill out the form below: