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.
| 2026 |
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Intermediate Gov/Credit
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| 2025 |
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Short Duration 1-3 Year
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Core Plus |
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| 2024 |
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| Short Duration 1-3 Year |
Core Plus |
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: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest ten-year period become the PSN Top Guns Manager of the Decade. The PSN Short Maturity Universe is composed of 135 firms and 248 products.
PSN Six Star Top Guns Criteria: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.
All Rights Reserved. PSN Top Guns is powered by PSN. PSN is an investment manager database and is a division of Informa Financial Intelligence. No part of PSN Top Guns may be reproduced in any form or by any means, electronic, mechanical, photocopying, or otherwise without the prior written permission of Informa Financial Intelligence. Because of the possibility of human or mechanical error by Informa Financial Intelligence (IFI) sources or others, IFI does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall IFI be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on PSN Top Guns results.