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SPEA: 4Q 2022 Manager of the Decade – 3 Straight Years! Top Gun Distinction – 17 Consecutive Quarters!
STERLING PARTNERS EQUITY ADVISORS
NAMED MANAGER OF THE DECADE FOR THE THIRD STRAIGHT YEAR!
(Chicago, Illinois—February 28, 2023)
Sterling Partners Equity Advisors (“SPEA”) announced today that the Small-Cap Value Diversified strategy (“SCV Diversified”) has once again been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and ETF strategies for Q4 2022.
SCV Diversified was named Manager of the Decade(1) for the third consecutive year within the Small-Cap Value Universe(2). In addition, it continued its run of seventeen straight quarters for the Top Gun Distinction, named in the 6-STAR(1,2) category. SCV Diversified is a diversified, low-turnover, small-cap, value strategy holding 50-70 stocks with a 15-year verified track record. The firm applies a repeatable, disciplined process developed over decades of investment management experience with a focus on deep, bottom-up research to invest in companies at a significant discount to our estimate of their intrinsic value of “true worth.” Since its inception, the strategy has been managed by Kevin Silverman, CFA. SPEA claims compliance with Global Investment Performance Standards (GIPS®)(3).
The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers. Through a combination of PSN’s proprietary performance screens, the PSN Top Guns list ranks products in six proprietary star categories in over 75 universes based on continued performance over time.
“We are extremely proud to have our small-cap value strategy recognized by PSN for the 17th consecutive quarter. It is particularly a great honor to be recognized as “Manager of the Decade” for the third consecutive year. We applaud the outstanding work of our investment team in meeting the challenging risk/return criteria of the 6-STAR Top Guns recognition, especially through this period of unprecedented market volatility.”
– Kevin E. Silverman, CFA, Portfolio Manager
“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention. SPEA has done remarkable work, and we are pleased to include them as a top performer.”
– Margaret Tobiasen, SVP of Data Distribution at PSN/Informa
We invite you to review our strategy results and read the insights and educational materials we’ve assembled in our collection:
1. PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars and Manager of the Decade. Manager of the Decade: These products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending December 31, 2022. Moreover, products must have returns greater than the style benchmark for the ten-year period ending December 31, 2022, and a standard deviation less than the style benchmark for the ten-year period ending December 31, 2022. At this point, the top ten performers for the latest ten-year period ending December 31, 2022, become the PSN Top Guns Manager of the Decade. 6-Star Category: These products had 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 with a five-year period equal to or less than the median standard deviation for the peer group are then selected. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.
2. PSN’s Small-Cap Value Universe consists of 163 firms and 217 products. The complete list of PSN Top Guns and an overview of the methodologies can be accessed at https://psn.fi.informais.com/. Registration is required.
3. A prospective client can obtain a GIPS® Composite Report and/or Sterling Partners Equity Advisors’ list of composite descriptions by sending an email request to: info@sterlingpartnersequityadvisors.com. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
About SPEA:
Sterling Partners Equity Advisors LLC (“SPEA”) is a limited liability company and SEC-registered investment advisor formed in January 2017. SPEA specializes in long-only small-capitalization equity investment strategies and offers an experienced investment management team coupled with an institutional financial services infrastructure. SPEA is an affiliate of Sterling Fund Management, LLC (“SFM”), a Chicago-based diversified investment management firm established in 1983. SFM is a multi-asset investment management platform investing across a variety of strategies. SFM invests capital in several institutional private-equity funds and internal and third-party capital on a deal-by-deal basis across various industries, growth stages, and structures.
About PSN:
For nearly four decades, PSN has been a top resource for investment professionals. 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. PSN Top Guns performance rankings are tabulated for thousands of strategies across numerous peer groups subdivided by increasingly rigorous screens. There is no fee required by Informa Investment Solutions for inclusion in the PSN manager database.
About Informa Financial Intelligence’s Zephyr:
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance, and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit this link. For more information about Zephyr’s PSN Separately Managed Accounts data, visit here.
SPEA Earns SCV Top Gun Once Again! Award Winner for 16th Straight Quarter!
Sterling Partners Equity Advisors
Named To PSN Top Guns List of Best-Performing
SCV Strategies For The 16th Consecutive Quarter
(Chicago, Illinois—December 1st, 2022) – Sterling Partners Equity Advisors (“SPEA”) announced today that it has been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and ETF strategies for Q3 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers. Through a combination of PSN’s proprietary performance screens, the PSN Top Guns list ranks products in six proprietary star categories in over 75 universes based on continued performance over time.
SPEA’S SMALL-CAP VALUE DIVERSIFIED STRATEGY WAS AWARDED THE 6-STAR TOP GUN DISTINCTION IN THE SMALL-CAP UNIVERSE AS OF SEPTEMBER 30, 2022
“We are extremely proud to have our equity performance recognized by PSN for the 16th consecutive quarter! We again applaud the outstanding work of our investment team in meeting the challenging risk/return criteria of the 6-star Top Guns recognition, especially through this period of unprecedented market volatility.”
– Kevin E. Silverman, CFA, Portfolio Manager
“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention. SPEA has done remarkable work, and we are pleased to include them as a top performer.”
– Margaret Tobiason, SVP of Data Distribution at PSN/Informa
The Small-Cap Value Diversified strategy (“SCV Diversified”) is a diversified, low-turnover, small-cap, value strategy holding 50-70 stocks with a 15-year verified track record. The firm applies a repeatable, disciplined process developed over decades of investment management experience with a focus on deep, bottom-up research to invest in companies at a significant discount to our estimate of their intrinsic value of “true worth.” Since its inception, the strategy has been managed by Kevin Silverman, CFA, SPEA’s CIO. SPEA claims compliance with Global Investment Performance Standards (GIPS®).
Click here for SCV Diversified results through September 2022
PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars.
6-Star Category: These products had 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 with a five-year period equal to or less than the median standard deviation for the peer group are then selected. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.
PSN’s Small-Cap Value Universe consists of 162 firms and 214 products. The complete list of PSN Top Guns and an overview of the methodologies can be accessed at https://psn.fi.informais.com/. Registration is required.
About SPEA:
Sterling Partners Equity Advisors LLC (“SPEA”) is a limited liability company and SEC-registered investment advisor formed in January 2017. SPEA specializes in long-only small-capitalization equity investment strategies and offers an experienced investment management team coupled with an institutional financial services infrastructure. SPEA is an affiliate of Sterling Fund Management, LLC (“SFM”), a Chicago-based diversified investment management firm established in 1983. SFM is a multi-asset investment management platform investing across a variety of strategies. SFM invests capital in several institutional private-equity funds and internal and third-party capital on a deal-by-deal basis across various industries, growth stages, and structures.
About PSN:
For nearly four decades, PSN has been a top resource for investment professionals. 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. PSN Top Guns performance rankings are tabulated for thousands of strategies across numerous peer groups subdivided by increasingly rigorous screens. There is no fee required by Informa Investment Solutions for inclusion in the PSN manager database.
About Informa Financial Intelligence’s Zephyr:
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance, and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit this link. For more information about Zephyr’s PSN Separately Managed Accounts data, visit here.
SPEA does it again! 15th consecutive quarter earning PSN’s Top Gun designation
Sterling Partners Equity Advisors
Top Guns Designations for 2Q 2022
– 6 STAR – Small Cap Value Universe –
by Informa Investment Solutions
(Chicago, Illinois—August 19th, 2022) Today, Sterling Partners Equity Advisors (“SPEA”) has been awarded Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers.
SPEA offers small-cap value and large-cap value strategies to its clients. The Small-Cap Value Diversified strategy (“SCV Diversified”) is a diversified, low-turnover, small-cap, value strategy holding 50-70 stocks with a 14-year verified track record. Since its inception, the strategy has been managed by Kevin Silverman, CFA, SPEA’s CIO. *SPEA claims compliance with Global Investment Performance Standards (GIPS®).
Sterling Partners Equity Advisors was honored with awards in all the following categories as of June 2022:
SCV Diversified 6 Stars Small-Cap Value Universe
We are honored to have our equity performance recognized by PSN for the 15th consecutive quarter. I applaud the fine work of our investment team in meeting the rigorous criteria required to achieve 6-star Top Guns recognition,” said Kevin E. Silverman, CFA, Portfolio Manager.
Click here for our results through June 2022
Through a combination PSN’s proprietary performance screens, the PSN Top Guns list ranks products in six proprietary categories in over 50 universes based on continued performance over time.
This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
6-Star Category: These products had 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 6 Star Top Guns.
About Informa Financial Intelligence’s Zephyr:
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
*Performance prior to May 2017 occurred while the Portfolio Manager was affiliated with prior firms and the Portfolio Manager was the only or primary individual responsible for selecting the securities to buy and sell. The PSN manager database is one of North America’s longer-running databases of investment managers. Manager must be an SEC Registered Investment Adviser to be listed on the database. There is no fee required by Informa Investment Solutions for inclusion in the PSN manager database. PSN Top Guns performance rankings are tabulated for thousands of strategies across numerous peer groups subdivided by increasingly rigorous screens.
Kevin Silverman Featured on Market On Close with Oliver Renick
Sterling Partners Equity Advisors CIO Kevin Silverman joined TD Ameritrade Network’s -Market On Close- with Oliver Renick. You can view the segment below.
SPEA earns PSN’s Top Guns Award for 14th straight quarter!
Sterling Partners Equity Advisors
Top Guns Designations for 1Q 2022
– 6 STAR / 5 STAR – Small Cap Value Universe –
– 6 STAR – Large Value Universe –
by Informa Investment Solutions
(Chicago, Illinois—May 20, 2022) Today, Sterling Partners Equity Advisors (“SPEA”) has been awarded Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers.
SPEA offers small-cap value and large-cap value strategies to its clients. The Small-Cap Value Diversified strategy (“SCV Diversified”) is a diversified, low-turnover, small-cap, value strategy holding 50-70 stocks with a 14-year verified track record. The Quality Income & Value Strategy (“QIV”) combines a capital preservation strategy with broad equity participation for a steady, growing dividend stream. QIV has a 12-year verified track record. Since their inception, the strategies have been managed by Kevin Silverman, CFA, SPEA’s CIO.* SPEA claims compliance with Global Investment Performance Standards (GIPS®).
Sterling Partners Equity Advisors was honored with awards in all the following categories as of March 2022:
SCV Diversified 6 Stars Small-Cap Value Universe
SCV Diversified 5 Stars Small-Cap Value Universe
QIV 6 Stars Large Value Universe
“We are happy to be again recognized for our top-ranking long-term investment performance and are especially proud of our top-tier risk/reward performance over the recent 5-year period. We applaud the outstanding work of our investment team,” said Kevin E. Silverman, CFA, Portfolio Manager.
Click here for our results through March 2022
Through a combination PSN’s proprietary performance screens, the PSN Top Guns list ranks products in six proprietary categories in over 50 universes based on continued performance over time.
This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
6-Star Category: These products had 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 6 Star Top Guns.
5-Star Category: These products had 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 returns for the latest three-year period then become the 5 Star Top Guns.
About Informa Financial Intelligence’s Zephyr:
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
*Performance prior to May 2017 occurred while the Portfolio Manager was affiliated with prior firms and the Portfolio Manager was the only or primary individual responsible for selecting the securities to buy and sell. The PSN manager database is one of North America’s longer-running databases of investment managers. Manager must be an SEC Registered Investment Adviser to be listed on the database. There is no fee required by Informa Investment Solutions for inclusion in the PSN manager database. PSN Top Guns performance rankings are tabulated for thousands of strategies across numerous peer groups subdivided by increasingly rigorous screens.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
A prospective client can obtain a GIPS® Composite Report and/or Sterling Partners Equity Advisors’ list of composite descriptions by sending an email request to: info@sterlingpartnersequityadvisors.com
SPEA named April 2022 “Boutique of the Month” by CityWire.com
Sterling Partners Equity Advisor’s was recently named April 2022 “Boutique of the Month” on CityWire.com.
SPEA earns PSN’s Top Guns Manager of the Decade Awards for the second straight year!
Sterling Partners Equity Advisors
Top Guns Designations for 4Q 2021
–Manager of the Decade-
-Bull & Bear Masters-
by Informa Investment Solutions
(Chicago, Illinois—March 15, 2022) Sterling Partners Equity Advisors (“SPEA”) has been awarded Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
Sterling Partners Equity Advisors was honored with awards in each of the following categories:
(*) Style Benchmark
**The PSN SmallCap Value universe is comprised of 169 firms and 218 products. The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Please refer to the Confidentiality and Disclaimer page for PSN Informa Top Guns criteria and full performance disclaimer information.
(*) Style Benchmark
**The PSN SmallCap Value universe is comprised of 169 firms and 218 products. The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Please refer to the Confidentiality and Disclaimer page for PSN Informa Top Guns criteria and full performance disclaimer information.
“We are honored to earn this coveted designation for the second time, especially during a period of unprecedented market turbulence. We are particularly happy with our risk metrics, which are noteworthy for their consistency while also beating our benchmark. These results have only been possible because of our excellent fundamental research effort, and so I applaud a decade of great work by our investment team, good job!” said Kevin E. Silverman, CFA, Portfolio Manager.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
Manager of the Decade: These products had had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-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.
Bull & Bear Masters: These products had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
4-Star Category: These products had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, returns must have exceeded the appropriate style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.
The PSN manager database is one of North America’s longer-running databases of investment managers. Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes and is a well-respected quarterly ranking widely used by institutional asset managers and investors. PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars. Distinct rankings are created for Separate Accounts, Managed Accounts and Managed ETF products.
About Sterling Partners Equity Advisors
Sterling Partners Equity Advisors (“SPEA”) is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. SPEA’s Small Cap Value strategy has been named “Manager of the Decade and Bull & Bear Masters”, is ranked in the top 1% in the eVestment universe for five years and was ranked in the top ten out of all managers for the decades ending 4Q 2021 & 2020.
Our Objective is to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. SPEA’s disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. We offer an experienced investment management team coupled with an institutional financial services infrastructure.
SPEA offers small-cap value and large-cap value strategies to its clients. The Small-Cap Value Diversified strategy (“SCV Diversified”) is a diversified, low-turnover, small-cap, value strategy holding 50-70 stocks with a 14-year verified track record. The Sterling Quality Income & Value strategy (“QIV”) is a fully diversified large-cap portfolio of 65-90 high-quality, income-producing companies with a 12-year verified track record. The strategies have been managed by Kevin Silverman, CFA, SPEA’s CIO, since the strategy’s inception. SPEA claims compliance with Global Investment Performance Standards (GIPS®).
**Criteria:
Manager of the Decade: 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. 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 ten-year period ending DECEMBER 31, 2021. Moreover, products must have returns greater than the style benchmark for the ten-year period ending DECEMBER 31, 2021 and also standard deviation less than the style benchmark for the ten-year period ending DECEMBER 31, 2021. At this point, the top ten performers for the latest ten-year period ending DECEMBER 31, 2021 become the PSN Top Guns Manager of the Decade.
Bull & Bear Masters: 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. 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 three-year period ending DECEMBER 31, 2021. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
Upside Market Capture Ratio – The Up Market Capture Ratio measures the manager’s performance in up markets relative to the performance of the market (index) itself. An up market is defined as any period (quarter) where the market’s return is greater than or equal to zero. The higher the Up Market Capture Ratio, the better the manager grew capital during a market expansion. A value of 110 suggests that a manager’s gain was 110% of the market’s gain when the market was up.
Downside Market Capture Ratio – measures the manager’s performance in down markets relative to the performance of the market (index) itself. A down market is defined as any period (quarter) where the market’s return is less than zero. The lower the Downside Market Capture Ratio, the better the manager protected capital during a market decline. A value of 90 suggests that a manager’s losses were only 90% of the market’s loss when the market was down.
The content of PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN 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.
*Performance prior to May 2017 occurred while the Portfolio Manager was affiliated with prior firms and the Portfolio Manager was the only or primary individual responsible for selecting the securities to buy and sell. The PSN manager database is one of North America’s longer-running databases of investment managers. Manager must be a SEC Registered Investment Adviser to be listed on the database. There is no fee required by Informa Investment Solutions for inclusion in the PSN manager database.
Net of fees performance for the Small-Cap Value Diversified strategies reflects the deduction of a model annual management fee of 1.00% applied monthly through 12/31/2019 and 0.90% applied monthly for periods after 1/1/2020. The management fee schedule for the composite is 0.90%. Actual investment advisory fees incurred by clients may vary. The performance includes the reinvestment of dividends and other corporate earnings and is calculated in U.S. dollars
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
SPEA’s Small Cap Value Strategies earn Top Gun distinction from PSN Informa for 11th Straight Quarter
(Chicago, Illinois—August 19, 2021) Sterling Partners Equity Advisors (“SPEA”) has been awarded Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
SPEA offers small-cap value and large-cap value strategies to its clients. The Small-Cap Value Diversified strategy (“SCV Diversified”) is a diversified, low-turnover, small-cap, value strategy holding 50-70 stocks with a 13-year verified track record. The Small-Cap Value Focus strategy (“SCV Focus”) is a concentrated, small-cap, value strategy holding 25-30 stocks with a 19-year verified track record. The strategies have been managed by Kevin Silverman, CFA, SPEA’s CIO, since the strategy’s inception.* SPEA claims compliance with Global Investment Performance Standards (GIPS®).
Sterling Partners Equity Advisors was honored with awards in all the following categories:
“We are excited to again be recognized for our top-ranking long-term investment performance during such a turbulent environment. We are particularly proud of our outstanding risk capture metrics and applaud the good work of our investment team,” said Kevin E. Silverman, CFA, Portfolio Manager.
Click here for our results through June 2021
The PSN manager database is one of North America’s longer-running databases of investment managers. PSN Top Guns ranks products in six proprietary categories in over 50 universes and is a well-respected quarterly ranking widely used by institutional asset managers and investors. PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars. Distinct rankings are created for Separate Accounts, Managed Accounts and Managed ETF products.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
Bull & Bear Masters: These products had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
6-Star Category: These products had 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 6 Star Top Guns.
5-Star Category: These products had 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 returns for the latest three-year period then become the 5 Star Top Guns.
4-Star Category: These products had had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, returns must have exceeded the appropriate style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.
Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
About Informa Financial Intelligence’s Zephyr:
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
*Performance prior to May 2017 occurred while the Portfolio Manager was affiliated with prior firms and the Portfolio Manager was the only or primary individual responsible for selecting the securities to buy and sell. The PSN manager database is one of North America’s longer-running databases of investment managers. Manager must be a SEC Registered Investment Adviser to be listed on the database. There is no fee required by Informa Investment Solutions for inclusion in the PSN manager database. PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups subdivided by increasingly rigorous screens.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
A prospective client can obtain a GIPS® Composite Report and/or Sterling Partners Equity Advisors’ list of composite descriptions by sending an email request to: info@sterlingpartnersequityadvisors.com
Kevin Silverman Featured on The Drill Down Podcast with Cory Johnson
Sterling Partners Equity Advisors CIO Kevin Silverman joined The Drill Down Podcast with Cory Johnson recently. You can listen to the episode below. Kevin’s segment starts 16:22 into the episode.
STERLING PARTNERS EQUITY ADVISORS RECEIVES TOP GUN DISTINCTION FROM PSN INFORMA FOR THE 10TH STRAIGHT QUARTER.
(Chicago, Illinois—May 19, 2021) Sterling Partners Equity Advisors (“SPEA”) has been awarded Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
SPEA offers small-cap value and large-cap value strategies to its clients. The Small-Cap Value Diversified strategy (“SCV Diversified”) is a diversified, low-turnover, small-cap, value strategy holding 50-70 stocks with a 13-year verified track record. The Small-Cap Value Focus strategy (“SCV Focus”) is a concentrated, small-cap, value strategy holding 25-30 stocks with a 19-year verified track record. The Sterling Quality Income & Value strategy (“QIV”), is a fully diversified large-cap portfolio of 65-90 high-quality, income-producing companies with an 11-year verified track record. The strategies have been managed by Kevin Silverman, CFA, SPEA’s CIO, since the strategy’s inception.* SPEA claims compliance with Global Investment Performance Standards (GIPS®).
Sterling Partners Equity Advisors was honored with awards in all of the following categories:
“It’s truly a career dream to rank so well against these iconic value shops with our 3-year and 5- year results. Hats off to my incredible colleagues Jason Ryder and Nathan Schmidt, CFA.” said Kevin E. Silverman, CFA, Portfolio Manager.
The PSN manager database is one of North America’s longer-running databases of investment managers. PSN Top Guns ranks products in six proprietary categories in over 50 universes and is a well-respected quarterly ranking widely used by institutional asset managers and investors. PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars. Distinct rankings are created for Separate Accounts, Managed Accounts and Managed ETF products.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
Bull & Bear Masters: These products had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
6-Star Category: These products had 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 6 Star Top Guns.
5-Star Category: These products had 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 returns for the latest three-year period then become the 5 Star Top Guns.
4-Star Category: These products had had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, returns must have exceeded the appropriate style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.
3-Star Category: These products had one of the top ten returns for the three-year period in their respective universes.
Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
About Informa Financial Intelligence’s Zephyr:
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
*Performance prior to May 2017 occurred while the Portfolio Manager was affiliated with prior firms and the Portfolio Manager was the only or primary individual responsible for selecting the securities to buy and sell. The PSN manager database is one of North America’s longer-running databases of investment managers. Manager must be a SEC Registered Investment Adviser to be listed on the database. There is no fee required by Informa Investment Solutions for inclusion in the PSN manager database. PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups subdivided by increasingly rigorous screens.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
A prospective client can obtain a GIPS® Composite Report and/or Sterling Partners Equity Advisors’ list of composite descriptions by sending an email request to: info@sterlingpartnersequityadvisors.com
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