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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Xponance, Inc. | Research Analyst | Jun 2023 to Present | — |
| Segal Marco Advisors | Senior Analyst, Manager Research, Public Equities and Alternatives | Apr 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 Advisors | Analyst | Jul 2019 to Mar 2021 | — |
| Offit Capital Advisors | Research Intern | Jun 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 Consulting | Summer Research Analyst | Jun 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)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | Durham, NC , United States | |
| Vice President | Team Lead Manager Research, Multi‑Manager Strategies | Philadelphia, PA , United States | |
D Damaris Mathenge | Manager Research Analyst | Philadelphia, PA , United States |
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