We’re pleased to announce that Dave Klein won the National Association of Active Investment Managers’ 2013 Wagner Award for his paper “Sector Rotation via Credit Relative Value.” Launched in 2009, the NAAIM Wagner Award is designed to expand awareness of active investment management techniques and the results of active strategies through the solicitation and publication of research on active management. $10,000 is presented annually for the best paper submitted to the competition.

The paper, available on NAAIM’s website, outlines a straightforward methodology of using the credit market for tactical asset allocation and capturing alpha. The methodology is a simplification of Capital Context’s Sector Rotation strategy available to premium subscribers. We encourage folks to download the paper and read it.

Feedback and inquiries are highly encouraged. Please drop us a line at sectors@capitalcontext.com with questions and comments.