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SMA Managers of the Decade: U.S. Growth Universe

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

SMA Managers of the Decade: U.S. Growth 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

U.S. Equity Universe

U.S. Value Universe

U.S. Core Universe

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)

American Cap Mgt

Small/Mid Growth

13.9

3.3

16.1

$1,484 

Loomis Sayles

All Cap Growth

13.8

3.2

15.7

$3,601 

Loomis Sayles

Large Cap Growth

13.1

2.5

15

$40,859 

HS Management

Concentrated Gr

12.1

1.6

15.3

$4,028 

Polen Capital

Polen Focus Grow

12.1

1.5

14.9

$17,242 

TimesSquare Cap

FOCUS

11.8

1.1

14.7

$274 

Riverbridge Part

SMID Cap Growth

11.7

1.1

14.7

$1,964 

ArrowMark Ptners

AM SMID Gr

11.7

1.4

16.4

$4,589 

Vontobel

US Equity

11.4

0.5

12.8

$2,117 

Taylor Frigon

Core Growth

11.3

1

16.1

$55 

RUS 3000 GROWTH(*)

9.9

0

16.7

PSN E-Growth(**)

8.6

-1

18.1

PSN M-Growth(**)

8.6

-1

17.8