Zephyr Releases PSN Top Guns List for Q1 2024, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies
Zephyr, a subsidiary of Informa (LSE: INF), has publicly released its PSN Top Guns List for Q1 2024, highlighting the best-performing separate accounts, managed accounts, and managed ETF strategies. This marks the first time in 20 years that the list is publicly accessible. Zephyr's PSN celebrates its 40th anniversary as the longest-running SMA database globally, showcasing significant managed account data.
Key performers in the Large Cap Growth Universe include Mercury Investment Group (+31.80%), Marsico Capital Management (+26%), and Capital Impact Advisors (+24.4%). In the Global Equity Universe, Katam Hill (+35.4%), Marietta Investment Partners (+24.7%), and Jennison Associates (+22.9%) stood out. High Yield Universe top performers were Guggenheim Investments (+5.7%), Arena Capital Advisors (+4.9%), and L&S Advisors (+3.9%).
Zephyr's market strategist, Ryan Nauman, attributes the strong Q1 performance to a resilient U.S. economy and optimism around AI. Further details are accessible on Zephyr’s website.
- Public accessibility of PSN Top Guns for the first time in 20 years increases transparency.
- Celebration of 40 years as the longest-running SMA database enhances credibility.
- Strong Q1 performance with notable returns in Large Cap Growth (up to +31.80%).
- Substantial returns in Global Equity Universe, with top performer achieving +35.4%.
- Continued performance in High Yield Universe with positive returns across strategies.
- No specific focus on any downturns or underperforming strategies mentioned.
- information on potential market risks impacting future performance.
- Absence of detailed financial data or projections for upcoming quarters.
- Release lacks comprehensive insight into how broader economic factors might affect future returns.
PSN Top Guns List now available publicly
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
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
FAQ
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