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.

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