Financial Trust Wins Eight Top Guns Awards from Informa Investment Solutions’ PSN for 2Q2012

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Financial Trust Asset Management based in Boca Raton, Florida wins eight Top Guns awards within Informa Investment Solutions’ PSN manager ranking database for the 2nd Quarter 2012.

We are exceptionally proud of our Health Value™ strategy which ranked 1st Place in 3 different categories. The health care sector as a whole has been one of the best performing sectors year to date.

Financial Trust had two Separately Managed Account strategies at the end of 2Q2012 that were among the top 10 performers within one or more peer groups reporting to PSN, the longest-running investment manager database in North America. These two strategies won a total of eight Top Guns awards from Informa/PSN.

Notably, Financial Trust Health Value™ strategy ranked #1 among its peer groups in the Mid Value Universe for the 2nd Quarter & 1 year period ending June 30, 2012; and ranked #1 in the Mid Cap Universe for the 2nd Quarter 2012.

Arno Mayer CFA CFP, President of Financial Trust Asset Management commented, “We are extremely pleased having once again won Top Guns awards. The eight Top Guns awards we won in the 2nd Quarter of 2012 brings our total awards since the inception of our quantitative strategies to 95 awards. We are exceptionally proud of our Health Value™ strategy which ranked 1st Place in three different categories. The health care sector as a whole has been one of the best performing sectors year to date. We are exceptionally pleased with how well our Health Value™ separate account strategy has performed.”

“Our Europe ValueMomentum™ continues to win Top Guns awards. The latest 2 Top Guns awards brings the total awards since inception (09/2007) of the Europe ValueMomentum™ strategy to 15 awards. While European economies continue to struggle, we continue to find opportunities within the continent.”

Below are the eight “Top Guns” awards won for 2Q2012 based on gross returns for a specific product style and time period:

  •     Financial Trust Health Value™ strategy based on Informa’s Mid Value Universe ranked #1 for the 2nd Quarter 2012 and the 1 year period ending 6/30/2012 among 153 peer strategies reporting to PSN.
  •     Financial Trust Health Value™ strategy based on Informa’s Mid Cap Universe ranked #1 for the 2nd Quarter 2012 and ranked # 4 for the 1 year period ending 6/30/2012 among 439 peer strategies reporting to PSN.
  •     Financial Trust Health Value™ strategy based on Informa’s US Value Universe ranked #2 among 951 peer strategies reporting to PSN for the 2nd Quarter 2012.
  •     Financial Trust Health Value™ strategy based on Informa’s US Equity Universe ranked #5 among 3,062 peer strategies reporting to PSN for the 2nd Quarter 2012.
  •     Financial Trust Europe ValueMomentum™ strategy based on Informa’s Europe Universe ranked #1 for the 2nd Quarter 2012 and ranked # 9 for the 1 year period ending 6/30/2012 versus 38 other peer strategies reporting to PSN.

Informa Investment Solutions’/PSN is the world’s longest running investment manager databases tracking more than 2,000 investment management firms and over 12,000 investment products. In order to win the “Top Guns” award from Informa/PSN a firm’s product must place among the top 10 of managers based on gross returns for a specific style and time period.

Financial Trust Asset Management, Chartered (http://www.financialtrust.net) is a fee-only state registered Investment Advisory firm specializing in quantitative investment management. Based in Boca Raton, Florida, clients utilizing our Separately Managed Account Strategies include foundations, endowments, pension plans, high net worth individuals as well as other non-affiliated advisors, broker-dealers and institutional investors. Financial Trust Asset Management, 5100 Town Center Circle, Suite 150, Boca Raton, Florida 33486 Office: 561-391-8188, http://www.financialtrust.net

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Peter Zaharko
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