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.
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.
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.
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