STRATEGIES FOR FINANCIAL ADVISORS
Through our deep investment management knowledge and strong research capabilities, we have built long-lasting relationships with our clients. Learn more about our breadth of expertise in domestic/international equities and fixed income strategies.
Domestic Equities
We offer a diverse array of domestic equity strategies across market cap ranges and styles. We utilize a disciplined approach, focused on identifying attractive individual securities.
To learn about our Small Cap expertise across the globe, click here.
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Small Cap
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AUM/AUA: $573.1 million*
Inception Date: 1/1/02Our Small Cap equity portfolio utilizes a core investment approach and consists of companies with a market capitalization that does not typically exceed the largest market capitalization company in the Russell 2000® Index.
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Small Cap Value
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AUM/AUA: $2293.4 million*
Inception Date: 1/1/08Our Small Cap Value equity portfolio utilizes a value investment approach and consists of companies with a market capitalization that does not typically exceed the largest market capitalization company in the Russell 2000® Value Index.
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Small Cap Value Select
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AUM/AUA: $274.4 million*
Inception Date: 7/1/14A concentrated strategy based on the highest-conviction names in the Small Cap Value strategy. The portfolio will typically hold less than 30 securities.
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Small Cap Growth
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AUM/AUA: $639.6 million*
Inception Date: 1/1/2011Our Small Cap Growth equity portfolio utilizes a growth investment approach and consists of companies with a market capitalization typically in the range of the Russell 2000® Growth Index.
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SMID Cap
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AUM/AUA: $510.4 million*
Inception Date: 7/1/02Our SMID Cap equity portfolio utilizes a core investment approach and consists of companies with a market capitalization between $100 million and $10 billion. The resulting portfolio will typically consist of 65 to 85 stocks.
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All Cap
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AUM/AUA: $5139.2 million*
Inception Date: 4/1/87Our universe consists of companies that have a market capitalization in excess of $1 billion. We seek to invest in companies with high return on investment (ROI) that are trading at a 20% discount to our proprietary intrinsic valuation.
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Select Equity
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AUM/AUA: $5.8 million*
Inception Date: 7/1/14A concentrated strategy based on the highest-conviction names in the All Cap strategy. The portfolio will typically hold less than 30 securities.
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- Small Cap Core strategy: Model UMA assets of $66.4 million are included in the AUA portion of the AUM/AUA total.
- Small Cap Value strategy: Model UMA assets of $0 million are included in the AUA portion of the AUM/AUA total.
- Small Cap Value Select strategy: Model UMA assets of $0 million are included in the AUA portion of the AUM/AUA total.
- Small Cap Growth strategy: Model UMA assets of $109.2 million are included in the AUA portion of the AUM/AUA total.
- SMID Cap strategy: Model UMA assets of $11.4 million are included in the AUA portion of the AUM/AUA total.
- All Cap strategy: Model UMA assets of $197 million are included in the AUA portion of the AUM/AUA total.
- Select Equity strategy: Model UMA assets of $0 million are included in the AUA portion of the AUM/AUA total.
*Data as of September 30, 2021.
Beginning 12/31/2019, the composite’s name was changed to Select Equity. Prior to 12/31/2019, the composite’s name was All Cap Concentrated.
PSN Top Guns Manager of the Decade. As of 12/31/2020.
Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending DECEMBER 31, 2020. Moreover, products must have returns greater than the style benchmark for the ten-year period ending DECEMBER 31, 2020 and also standard deviation less than the style benchmark for the ten-year period ending DECEMBER 31, 2020. At this point, the top ten performers for the latest ten-year period ending DECEMBER 31, 2020 become the PSN Top Guns Manager of the Decade.
PSN Top Guns 6 Star Category. As of 6/30/2021.
6 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have 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 TOP GUNS.
