PSN Top Guns List now available
publicly
NEW
YORK, May 30, 2024 /PRNewswire/ -- Zephyr, a
subsidiary of Informa plc (LSE: INF), and a recognized leader in
asset and wealth management has released its highly
anticipated PSN Top Guns List for Q1 2024. The
list is an important reference for plan sponsors, investors and
asset managers, showcasing the best performing separate accounts,
managed accounts and managed ETF strategies each quarter.
This is why for the first time in 20 years
PSN Top Guns is publicly accessible.
For the first time in two decades of PSN Top Guns, the
list of winners is openly available here.
"As SMA strategies become accessible to a wider range of
investors, we are working to bring quality managed account
information to a wider audience," says Nick
Williams, Product Manager of PSN at Zephyr. This is why for
the first time in 20 years PSN Top Guns is publicly
accessible. PSN has been privileged to be the preeminent
source for managed account data for 40 years and we are excited
about the future of the managed account industry."
PSN celebrates 40 years in 2024 as the longest running SMA
database in the world, in addition to commemorating 20 years of PSN
Top Guns. The PSN Mid-Year Outlook for 2024 marks the anniversaries
with articles from leading SMAs firms including Martin Investment
Management, LLC, Tannin Capital, PIMCO, Level Four Capital
Management, Palouse Capital Management, STP Investment Services,
Zevenbergen Capital Investments, Sawgrass Asset Management LLC,
Capital Wealth Planning LLC, Horizon Investment Services, Aurora
and Focus Point Solutions.
The PSN Mid-Year Outlook for 2024 can be accessed
here.
Zephyr's Market Strategist Ryan Nauman evaluated this quarter's
PSN Top Guns list and noted, "The strong equity bull market raged
on during the first quarter as a resilient U.S. economy and
optimism around artificial intelligence (AI) supported the
rally."
Nauman reviewed three universes for this quarter. Below are
some of the strategies that make up the PSN Top Guns Large
Cap Growth Universe:
- Mercury Investment Group: Demographic Growth (+31.80% for the
quarter)
- Marsico Capital Management, LLC.: Select Alpha Growth (+26% for
the quarter)
- Capital Impact Advisors LLC: ERShares US Large Cap Strategy
(+24.4% for the quarter)
The following strategies made list for the PSN Top Guns
Global Equity Universe:
- Katam Hill LLC: Katam Hill Deep Growth Plus (+35.4% for the
quarter)
- Marietta Investment Partners, LLC: Global Equity (+24.7% for
the quarter)
- Jennison Associates LLC.: Focused Global Equity Opportunities
(+22.9% for the quarter)
Below are some of the strategies that make up the PSN Top
Guns High Yield Universe:
- Guggenheim Investments: Opportunistic - Corporate Credit (+5.7%
for the quarter)
- Arena Capital Advisors: Arena Strategic SD HY Composite (+4.9%
for the quarter)
- L&S Advisors, Inc.: High Yield Fixed Income (+3.9% for the
quarter)
Nauman's complete Q1 2024 Top Guns Commentary can be viewed on
the company's website. The complete list of PSN Top Guns and
an overview of the methodology, can be found here. If you would
like to learn more about becoming a part of the PSN database or
would like to subscribe to PSN data, visit PSN.
About PSN
For four decades, PSN has been a top resource for asset
and wealth managers. Asset managers rely on Zephyr's PSN to
effectively reach institutional and retail investors. Over 2,800
firms, 285 universes, and more than 21,000 products comprise the
PSN SMA database showing asset breakdowns, compliance, key
personnel, ownership diversity, ESG, business objectives and
strategy, style, fees, GIC sectors, fixed income ranges and full
holdings. Unique to PSN is its robust historical database of nearly
40 Years of Data Including Net and Gross-of-Fee Returns. For
more details visit PSN to learn more.
About Zephyr
Zephyr's award-winning asset and wealth management software offers
portfolio construction, proposal generation, advanced analytics,
asset allocation, manager screening, risk analysis, portfolio
performance and more, transforming multifaceted data into
digestible intel. The award-winning technology empowers financial
professionals to navigate a bullish or bearish market. Zephyr was
honored with the 2024 FinTech Breakthrough Award for Best
Overall Analytics Platform. Zephyr's asset and wealth
management software allows asset managers to communicate
their strategies more cost-efficiently by using customized, on
demand template technology. To learn more about Zephyr, visit
ZephyrFinancialSolutions.com.
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SOURCE Zephyr, an Informa Company