Rich Paul

2017 NAAIM Shark Tank Winner - Best Strategy National Association of Active Money Managers May 2017 The National Association of Active Money Manager's (NAAIM) is the country's largest industry trade group, collectively managing over $35 billion in assets. Each year, NAAIM's Shark Tank competition for best investment strategy draws out the best money managers in the country. The winner is selected by popular vote after a six minute presentation, and eight minute rapid fire Q&A session with judges. To read NAAIM's press release & learn more, go to:… Show more The National Association of Active Money Manager's (NAAIM) is the country's largest industry trade group, collectively managing over $35 billion in assets. Each year, NAAIM's Shark Tank competition for best investment strategy draws out the best money managers in the country. The winner is selected by popular vote after a six minute presentation, and eight minute rapid fire Q&A session with judges. To read NAAIM's press release & learn more, go to: http://www.naaim.org/programs/naaim-shark-tank/ Show less

Top Models Ranking Theta Research Aug 2015 EVO ranked Number 1 in performance in the Theta Research rankings of active money managers for the three and four year periods in a recent monthly ranking period,In a comprehensive review of EVO's ranking with all the other active money management programs ranked by Theta Research, EVO ranked in the top five for performance for all nine ranking periods as follows:Ranking Period and RankThree Month 4thSix Months 5thOne Year 5thTwo… Show more EVO ranked Number 1 in performance in the Theta Research rankings of active money managers for the three and four year periods in a recent monthly ranking period,In a comprehensive review of EVO's ranking with all the other active money management programs ranked by Theta Research, EVO ranked in the top five for performance for all nine ranking periods as follows:Ranking Period and RankThree Month 4thSix Months 5thOne Year 5thTwo Years 3rdThree Years 1stFour Years 1stFive Years 3rdSeven Years 2ndTen Years 3rd No other investment strategy was ranked in either the top five or top 10 for all nine time periods. The most number of periods in which another strategy was ranked in either the top five or top 10 was five times.For the 10 year period, the longest ranking period shown, EVO ranked number one in terms of risk-adjusted performance for all equity strategies, and all but one fixed income strategy, as measured by the UPI index, which is a combination of the Ulcers risk measure and the total return performance.EVO had the third longest real time track record of any strategy - over 13 years from inception on May 31, 2002. The two strategies with the longer track records were one that started two months before EVO, and the other less than a year and a half before EVO.EVO has excelled in the three categories of performance measurement that may be the most important for an investment strategy. They are: total return performance, risk-adjusted returns and consistency of superior performance, perhaps the most important measure. All the Theta Reserch performance calculations for EVO are net of a 2 ½% advisory fee. Other strategies ranked by Theta may be net of higher or lower fees. Show less

3rd Place Winner 2015 NAAIM SharkTank Strategy Competition National Association of Active Investment Managers (NAAIM) May 2015 *Selected as one of six finalists in the NAAIM Shark Tank Strategy Competition in Dallas in 2014.*Finished as third place overall winner in the Shark Tank finals in Newport Beach, CA,*EVO strategy presented in the competition had the longest live (real) track record and best actual overall performance