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Annual award recognizes tremendous achievement in separately managed accounts
NEW YORK, March 5, 2025 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software has released its highly anticipated PSN Top Guns Managers of the Decade 2024 list. Awards are given to separately managed accounts that are GIPS compliant, have a 10-year R-Squared value of .8 or greater to their style benchmark and outperform the style benchmark over the last 10 years. Finally, managers must have a standard deviation that is equal to or less than their style benchmark for the last 10 years. These criteria are designed to ensure that managers who win the PSN Top Guns award have adhered to their chosen style while outperforming their benchmark with less risk.
"The PSN Managers of the Decade award celebrates the exceptional resilience and expertise of top managers who have successfully navigated a decade marked by political upheavals, a global pandemic and unprecedented monetary policies," says PSN Product Manager Nick Williams. "Their relentless effort, rigorous research and disciplined execution have helped drive strong U.S. equity returns and the growth of SMAs throughout within a ten-year period."
Zephyr's Market Strategist Ryan Nauman evaluated this year's PSN Top Guns Managers of the Decade and noted, "The past decade will be remembered for its overall strong U.S. equity returns (Russell 3000 index +12.55%) as the Federal Reserve (Fed) started to unwind its post- Global Financial Crisis accommodative polices. Equity performance remained strong during the early stages of the decade. Meanwhile, 2024 marked another strong year for equities as mega tech stocks and the AI boom drove markets to new records."
Nauman reviewed three PSN universes:
U.S. Large Growth Universe PSN Top Guns Manager of the Decade
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Broadleaf Partners, LLC: Broadleaf Growth Equity Composite (+18.0% for the decade)
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Fiera Capital Corporation: Large Growth (+17.4% for the decade)
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Loomis, Sayles & Company, L.P.: Large Cap Growth (+17.3% for the decade)
EAFE Universe PSN Top Guns Manager of the Decade
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Pacific Investment Mgmt. Co.: StocksPLUS International Hedged (+9.7% for the decade)
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MFS Investment Management: MFS International Intrinsic Value Eq (+8.4% for the decade)
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Acadian Asset Management LLC.: Non-U.S. Equity (+8.1% for the decade)
Core Fixed Universe Top Guns Manager of the Decade