Industry Recognized for Our Risk-Focused Approach
Amid changing and oftentimes volatile market conditions, we believe the three pillars of our investment process — Fundamentals, Valuations and Technicals — help us both avoid investment pitfalls and identify opportunities. Our focus on the balance between risk and return, or what we refer to as return symmetry, is a natural extension of our investment process. We believe the PSN awards are a direct reflection of our risk-focused approach.
2024 |
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Core Plus |
Core Plus |
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2023 |
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Short Duration 1-3 Year |
Core & Core Plus |
Core & Core Plus |
Core & Core Plus |
Core Plus |
2022 |
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Core & Core Plus |
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PSN Rankings: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PCA pays a subscription fee for access to Informa data, but no fee is paid to participate in a PSN ranking universe. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant.
PSN Manager of the Decade Criteria: Participant products must have (i) an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending December 31, 2023; (ii) returns greater than the style benchmark for the ten-year period ending December 31, 2023 and (iii) standard deviation less than the style benchmark for the ten-year period ending December 31, 2023. The top ten performers for the latest ten-year period ending December 31, 2023 are designated the PSN Top Guns Manager of the Decade. The PSN Short Maturity Universe is composed of 139 firms and 247 products.
PSN Six Star Top Guns Criteria: Participant products must have (i) an r-squared of 0.80 or greater relative to the style benchmark for the respective five-year period; (ii) returns greater than the style benchmark for the three latest three-year rolling periods and (iii) a standard deviation for the five-year period equal to or less than the median standard deviation for the peer group. Participants with the top ten information ratios for the latest five-year period become the 6 STAR TOP GUNS. As of 6/30/2024, the PSN Core Plus Maturity Universe was composed of 98 firms and 136 products.
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