The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.
SMA Managers of the Decade: U.S. Core 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$): these are the latest assets reported by the managers in PSN as of 2/15/2018.
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The Investment Manager Top-Guns is powered by PSN, an investment manager database and is a division of Informa Investment Solutions, Inc. Both PSN and WealthManagement.com are owned by Informa, PLC.
Manager | Fund Type | ROR | Excess ROR | Std Dev | PRODUCT ASSETS ($mil) |
|---|---|---|---|---|---|
Atlanta Capital | High Qual. Smcap | 13 | 3.9 | 15.8 | $2,122 |
Kayne Anderson | Mid Cap Core | 10.9 | 2 | 15.1 | $443 |
Kayne Anderson | SmMid Cap Core | 10.8 | 1.9 | 15.8 | $1,992 |
Princeton Cap. | Core Equity | 10.8 | 1.7 | 14.2 | $113 |
Nicholas Company | Equity Income | 10.7 | 1.8 | 15.4 | $506 |
Martingale Asset | Low Vol LgCap+ | 10.7 | 1.3 | 12.4 | $4,904 |
Fiduciary Milwau | All Cap | 10.6 | 1.8 | 15.2 | $262 |
London Co. | Core | 10.5 | 1.5 | 14.6 | $2,860 |
Markston Int'l | S&P 500 Active | 10.3 | 1.6 | 15.9 | $41 |
Neuberger Berman | Bolton Equity | 10.2 | 1.3 | 14.6 | $3,210 |
S&P 500(*) | 8.5 | 0 | 16.1 | ||
PSN E-Core Equity(**) | 8.6 | 0.2 | 16.8 | ||
PSN M-Core Equity(**) | 8.5 | 0 | 16.5 |