Sterling Partners Equity Advisors Small-Cap Value Diversified Product Achieves Top Gun Status for 1Q 2019
(Chicago, Illinois—May 16, 2019) Sterling Partners Equity Advisors (“SPEA”) has been awarded Top Gun designations by Informa Investment Solutions’ PSN manager database for 1Q 2019.
SPEA offers small-cap value and large-cap strategies to its clients. The SCV Diversified strategy is a diversified, low-turnover, small-cap, value strategy holding 50-70 stocks with a 12-year GIPS compliant track record. The large-cap strategy is the Sterling Quality Income & Value strategy (QIV), a fully diversified portfolio of 60-75 high-quality, income-producing companies with a 10-year GIPS compliant track record. The strategies have been managed by Kevin Silverman, CFA, SPEA’s CIO, since the strategy’s inception.*
Sterling Partners Equity Advisors received awards in all of the following categories:
3-Star Category: These products rank among the top ten performers within their respective universes, based on returns for the three-year period.
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.
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.
Bull & Bear Masters: Products must have 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.
“It is very rewarding to post these results during our second full year as an affiliate of Sterling Partners,” said Mr. Silverman.
The PSN manager database is one of North America’s longer-running databases of investment managers.
This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions. “PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process,” said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. “Congratulations to Sterling Partners Equity Advisors on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter.”
About Informa Investment Solutions:
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest. The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at firstname.lastname@example.org
*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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