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Juan Best

Juan Best

Research Analyst at Xponance, Inc.

Philadelphia, PA , United States

About

Juan Best, CFA, is a Research Analyst on the Manager Research Team at XPONANCE, INC., headquartered in Philadelphia, PA. He joined XPONANCE in June 2023 and is primarily responsible for sourcing and conducting ongoing due diligence of investment managers for the firm’s multi-manager strategy platform, with a focus on active global equities. His work emphasizes identifying and evaluating skilled managers operating in capacity-constrained markets such as non-U.S. and emerging equities, and he contributes manager recommendations to portfolio construction and oversight efforts.

Juan's expertise spans manager research across public and private asset classes, including long-only equities, multi-asset solutions, hedge funds, and private/opportunistic credit. Prior to XPONANCE, he served as Senior Analyst at Segal Marco Advisors, where he led due diligence and sourced managers across the public equities and alternatives universe, and as Analyst at the same firm, gaining extensive experience in investment manager evaluation.

He graduated from Swarthmore College with a BA in Economics and Mathematics, emphasizing Statistics, and is a CFA charterholder and member of the CFA Society of Philadelphia. Juan also brings international perspective with studies in Chinese language and culture at Beijing Normal School #2, and is an alumnus of The Peddie School. His notable contributions include manager development assistance and thought leadership through published white papers in the investment management industry.

Career History

OrganizationRoleDate RangeDetails
Xponance, Inc.Research AnalystJun 2023 to Present
Segal Marco AdvisorsSenior Analyst, Manager Research, Public Equities and AlternativesApr 2021 to Jun 2023
Responsible for the sourcing and due diligence of investment managers across public equities and absolute return strategies, including liquid multi-asset class solutions, hedge funds, as well as close...
Segal Marco AdvisorsAnalystJul 2019 to Mar 2021
Offit Capital AdvisorsResearch InternJun 2018 to Aug 2018
Used Bloomberg terminal and Microsoft excel to conduct data analysis on different funds, strategies and portfolios while performing qualitative due diligence through in-person meetings and conference ...
Chartwell ConsultingSummer Research AnalystJun 2017 to Aug 2017
Used Morningstar Direct, Zephyr Style Analysis, company websites and in-person meetings to conduct due diligence on over 30 public and private equity, fixed income, real estate, and hedge fund strateg...

Education

Swarthmore College

Mathematics and Statistics, Economics

2015 2019

The Peddie School

High School

2011 2015

Beijing Normal School #2

Chinese language and culture

2014 2014

Others at Xponance, Inc. (3)

NameRoleLocation
Cameron McLennan
Cameron McLennan
Senior Portfolio ManagerDurham, NC , United States
Tracy Cao
Tracy Cao
Vice President | Team Lead Manager Research, Multi‑Manager StrategiesPhiladelphia, PA , United States
D
Damaris Mathenge
Manager Research AnalystPhiladelphia, PA , United States

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