Optimal Asset Management has been managing a smart beta Emerging Market Small Cap strategy for nearly five years (the strategy went live in October, 2013). In light of the recent turmoil currently ongoing in Turkey, we provide a brief update as to where things stand, followed by a longer-term picture of performance to date since inception.

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Monty Joshi, CFA

Monty Joshi, CFA has an MBA from the Haas School, UC Berkeley and a BA (Econ) from the University of Chicago. He has served in various of investment-related roles such as risk manager with the Chicago Board of Trade, equity options trader with Hull Trading (now part of Goldman Sachs), long-short hedge fund manager, and pension consultant with AD Biller and Associates. Previously, he managed finance/operations for several start-up companies in Silicon Valley.