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Informa Intelligence
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SMA Managers of the Decade: U.S. Value Universe

The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.

Top Guns 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. 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 10 year period become the PSN Top Guns Manager of the Decade.

Product assets (MM$): these are the latest assets reported by the managers in PSN as of 2/15/2018.

 

View more Top Guns Managers of the Decade

The Investment Manager Top-Guns is powered by PSN, an investment manager database and is a division of Informa Investment Solutions, Inc. Both PSN and WealthManagement.com are owned by Informa, PLC.

ManagerFund TypeRORExcess RORStd DevPRODUCT ASSETS ($mil)
Clarkston CapSMID Cap13.15.316.7$2,103
Kayne AndersonSmMidCapVal12.94.916.2$462
Dean Invt AssocMid Cap Value12.14.417$49
Brookmont CapDividend Equity11.93.412.7$116
American CenturyMid Cap Value11.93.915.1$13,666
Victory Cap MgmtMid Cap Value11.94.116.9$14,017
Bernzott CapSmall Cap Dom11.83.715.1$513
Yacktman AssetTED11.63.515.7$189
Franchise PtnrsUS Franchise11.53.314.1$5,209
Vaughan NelsonSmall Cap Value11.53.817.1$4,411
RUS 3000 VALUE(*)7.2017.4
PSN E-Value(**)8.51.217.6
PSN M-Value(**)8.3117.2
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