AI themed stocks boost equities
NEW
YORK, Aug. 26, 2024 /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
Q2 2024. The list is an important reference for plan sponsors,
advisors, family offices and asset managers showcasing the best
performing separate accounts, managed accounts and managed ETF
strategies each quarter.
"The PSN SMA database remains a central resource for plan
sponsors, family offices and investment managers interested in
finding strategies that match their clients' goals. We are
committed to providing managers with the highest quality data, as
well as a robust platform to market their products and strategies,"
says Nick Williams, Product Manager
of PSN at Zephyr. "We have a lot of great things in the works with
new targeted offerings for firms coming soon."
In addition to commemorating 20 years of PSN Top Guns, PSN is
celebrating 40 years this year as the longest running SMA database
in the world. For the first time in two decades of PSN Top
Guns, the list of winners is openly
available here.
The PSN Mid-Year Outlook for 2024 marks the
anniversaries with articles from leading SMAs firms including
Martin Investment Management, LLC, Tannin Capital, PIMCO, Level
Four Capital Management, Palouse Capital Management, STP Investment
Services, Zevenbergen Capital Investments, Sawgrass Asset
Management LLC, Capital Wealth Planning LLC, Horizon Investment
Services, Aurora and Focus Point Solutions. The PSN Mid-Year
Outlook for 2024 can be accessed here.
Zephyr's Market Strategist Ryan Nauman evaluated this quarter's
PSN Top Guns list and noted, "The Feds' upcoming interest rate
decisions continued to be the primary focus for equity investors
during the quarter. Concerns about the economy overheating and
inflation remaining stubborn gave way to increased optimism for a
soft landing and rate cuts coming soon."
Nauman reviewed three universes for this quarter. Below
are some of the strategies that make up the PSN Top Guns Mega Cap
Universe:
- Fidelity Institutional Asset Mgmt.: Concentrated Blue-Chip
Growth (+11.5% for the quarter)
- Principal Street Partners: PSP Quality Growth (+9.7% for the
quarter)
- T. Rowe Price: US Large-Cap Core
Growth Equity (+9.7% for the quarter)
The following are some of the strategies that make up the PSN
Top Guns list for the Emerging Markets Universe:
- BlackRock: BlackRock FE India (+13.0% for the quarter)
- Calamos Advisors LLC: Calamos Emerging Economies Strategy
(+12.1% for the quarter)
- Wasatch Global Investors: Emerging India (+11.9% for the
quarter)
Below are some of the strategies that make up the PSN Top
Guns Short Maturity Universe:
- Diamond Hill Capital Management, Inc: Diamond Hill Short
Duration Sec Bond (+2.3% for the quarter)
- Loomis, Sayles & Company, L.P.: Senior Loan (+1.9% for the
quarter)
- Newfleet Asset Management: Bank Loans Strategy (+1.9% for the
quarter)
Nauman's complete Q2 2024 Top Guns Commentary can be
viewed on the company's website. The complete list
of PSN Top Guns and an overview of the
methodology, can be found here. If you would like to
learn more about becoming a part of the PSN SMA database or would
like to subscribe to PSN SMA data, visit PSN. Learn
more about how you can contribute to PSN SMA
Data here.
About PSN
For four decades, PSN has been a top resource for
asset and wealth managers. Asset managers rely on Zephyr's PSN SMA
database to effectively reach institutional and retail investors.
Over 2,800 firms, 285 universes, and more than 21,000 products
comprise the 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 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
recently 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