U.S. Equities Cap Off a Strong Year with a
Solid Fourth Quarter
NEW
YORK, Feb. 26, 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 List for
Q4 2024. The list is an important reference for plan sponsors,
investors and asset managers, showcasing the best performing
separate accounts, managed accounts and managed ETF strategies each
quarter.
"Success in these markets required
relentless effort, rigorous research, and disciplined
execution"
"The final quarter of 2024 was defined by both volatility and
resilience, success in these markets required relentless effort,
rigorous research, and disciplined execution," says PSN Product
Manager Nick Williams. "PSN Top Guns
recognizes the top managers and teams whose expertise continues to
drive the growth of SMAs amid today's complex and rapidly evolving
market conditions."
Asset and wealth managers use Zephyr's PSN to connect with
institutional and retail investors. The PSN SMA database includes
over 2,800 firms, 285 universes, and more than 21,000 products,
detailing asset breakdowns, compliance, key personnel and more.
PSN's unique feature is its extensive historical database, offering
nearly 40 years of data, including net and gross-of-fee
returns.
Zephyr's Market Strategist Ryan Nauman evaluated this quarter's
PSN Top Guns list and noted, "Despite the Federal Reserve (Fed)
implementing two 25 basis point cuts during the quarter, the
Bloomberg U.S. Aggregate index fell -3.06% as inflation remained
sticky and the Fed signaled it may not cut interest rates as
aggressively as markets hoped."
Nauman reviewed three universes for this quarter. Below
are some of the strategies that make up the PSN Top Guns Large
Growth Universe.
- Morgan Stanley Investment Management: Advantage (+20.4% for the
quarter)
- Barton Investment Management, LLC.: Barton Focused Growth
(+20.2% for the quarter)
- Lord, Abbett & Co., LLC.: Growth Equity (+13.6% for the
quarter)
The following strategies made the PSN Top Guns list for the
Japan Universe.
- Goldman Sachs Asset Mgmt.: Japan Strategic Equity (+5.0% for
the quarter)
- GMO: GMO Usonian Japan Value Strategy (+4.9% for the
quarter)
- T. Rowe Price: Japan Equity
Strategy (-0.7% for the quarter)
Below are some of the strategies that make up the PSN Top
Guns High Yield Universe.
- Arena Capital Advisors: Arena Strategic Short Duration High
Yield Composite (+5.8% for the quarter)
- Loomis, Sayles & Company, L.P.: Opportunistic Securitized
Credit (+5.1% for the quarter)
- Pacific Income Advisors, Inc.: High Yield (+1.8% for the
quarter)
In addition to showcasing PSN Top Guns strategies, Zephyr has
launched a robust promotional and market intelligence package
program, the PSN Manager Advantage. The promotional
package offers digital coverage and brand publicity, featuring
ongoing marketing and a dedicated landing page to educate visitors
about individual SMAs. The market intelligence Package provides
actionable market insights from the PSN Database, enhancing your
exposure and branding. Visit
https://informaconnect.com/zephyr/psntopgunsmanageradvantage/ to
learn more.
Nauman's complete Q4 2024 PSN Top Guns commentary can be viewed
on the company's website. The complete PSN Top
Guns list and an overview of the methodology, can be
found here. If you would like to learn more about
becoming a part of the PSN database or would like to subscribe to
PSN data, visit PSN.
About PSN
For four decades, PSN has been a top resource for
asset and wealth managers. 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. For
more details visit PSN online to learn more.
About Zephyr
Zephyr's award-winning asset and wealth management software
offers portfolio construction, proposal generation,
advanced analytics, asset allocation, manager
screening, risk analysis, portfolio
performance and more, transforming multifaceted data into
digestible intel. The award-winning technology empowers financial
professionals to navigate a bullish or bearish market. Zephyr was
honored with the 2024 FinTech Breakthrough Award for Best
Overall Analytics Platform. Zephyr's asset and wealth
management software allows asset managers to
communicate their strategies more cost-efficiently by using
customized, on demand template technology. To learn more about
Zephyr, visit ZephyrFinancialSolutions.com.
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SOURCE Zephyr, an Informa Company
