(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.

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