Strategies for Financial Advisors
SBH offers a diverse array of investment solutions to meet the needs of advisors. These include fixed income and domestic, international and global equities. In fixed income, we emphasize high quality securities and offer customized solutions across the yield curve and credit spectrum. In equities, we offer strategies across all market caps. In particular, we have extensive small cap capabilities, including domestic, international and emerging markets. Our strategies are available in various vehicles, including separate accounts, mutual funds and CITs.
- Fixed Income
- Domestic Equity
- International/Global Equity
PSN Top Guns Manager of the Decade. As of 12/30/2021.
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 30, 2021. Moreover, products must have returns greater than the style benchmark for the ten-year period ending DECEMBER 30, 2021 and also standard deviation less than the style benchmark for the ten-year period ending DECEMBER 30, 2021. At this point, the top ten performers for the latest ten-year period ending DECEMBER 30, 2021 become the PSN Top Guns Manager of the Decade.
All Cap Manager of the Decade All Cap Universe
SMID Cap Manager of the Decade Small-Mid Core Universe
Small Cap Value Manager of the Decade Small-Mid Value Universe
Small Cap Growth Manager of the Decade Small Cap Universe and Small Cap Growth Universe