Florida Money Manager Financial Trust Asset Management Wins Bull & Bear Masters and Top Guns Awards from Informa Investment Solutions’ PSN for 1st Quarter 2013

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Florida money manager, Financial Trust Asset Management based in Boca Raton, Florida wins Bull & Bear Masters and Top Guns awards within Informa Investment Solutions’ PSN manager ranking database for 1st quarter 2013.

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We are exceptionally proud of our Latin ValueMomentum™ strategy which won the Bull and Bear Masters award for the last 3 years performance.

Financial Trust had 3 Separately Managed Account strategies at the end of 1st Quarter 2013 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 3 strategies won a total of 10 Top Guns awards from Informa/PSN.

Notably, Financial Trust Health Value™ strategy won 7 of the 10 Top Guns awarded from Informa/PSN for 1st Quarter 2013. In addition, Financial Trust LatinValueMomentum™ strategy received PSN “Bull & Bear Master” award for the Emerging Markets Universe for 3 years ending March 31, 2013, ranking #5 among 171 peer strategies reporting to PSN.

For a strategy to be considered a PSN Bull & Bear Masters, the strategy must have an R-Squared of 0.80 or greater relative to the style benchmark for a 3 year period ending March 31, 2013 and have an Upside Market Capture over 100 and a Downside Market Capture less than 100 relative to the style benchmark. Only the top ten Ratios between Upside Market Capture Ratio and Downside Market Capture Ratio are considered.

Arno O. Mayer CFA CFP, President of Financial Trust Asset Management commented, “We are extremely pleased having once again won 10 Top Guns awards. The 10 Top Guns awards we won in the 1st Quarter of 2013 brings our total awards since inception of our quantitative strategies to 112 awards. We are exceptionally proud of our Latin ValueMomentum™ strategy which won the Bull and Bear Masters award for the last 3 years performance. Winning the Bull and Bear Masters award, which is based on Capture ratio, is an achievement since we stay fully invested at all times and do not rely on market timing.”

Below are the 10 PSN “Top Guns” awards won for 1Q2013 based on gross returns for a specific product style and time period:

Financial Trust Latin Value Momentum™ strategy based on PSN’s Bull & Bear Master in the Emerging Markets Universe ranked #5 for the 3 year period ending 03/31/2013 out of 117 firms and 171 peer products reporting to PSN.
Financial Trust Health Value™ strategy based on PSN’s US Equity Universe ranked #4 for the quarter ending 03/31/2013 out of 932 firms and 2,975 peer products reporting to PSN for the one year period.
Financial Trust Health Value™ strategy based on PSN’s Mid Cap Universe ranked #1 for the quarter ending 03/31/2013 out of 298 firms and 435 peer products reporting to PSN for the one year period.
Financial Trust Health Value™ strategy based on PSN’s Mid Value Universe ranked #1 for the quarter ending 03/31/2013 out of 124 firms and 152 peer products reporting to PSN for the one year period.
Financial Trust Health Value™ strategy based on PSN’s US Value Universe ranked #2 for the quarter ending 03/31/2013 out of 413 firms and 929 peer products reporting to PSN for the one year period.
Financial Trust Health Value™ strategy based on PSN’s Mid Value Universe ranked #3 for the quarter ending 03/31/2013 out of 124 firms and 152 peer products reporting to PSN.
Financial Trust Global REIT™ strategy based on PSN’s Global Equity Universe ranked #4 for the quarter ending 03/31/2013 out of 271 firms and 467 peer products reporting to PSN.
Financial Trust Latin Value Momentum™ strategy based on PSN’s Emerging Market Universe ranked #9 for the quarter ending 03/31/2013 out of 117 firms and 171 peer products reporting to PSN for the 3 year period.
Financial Trust Health Value™ strategy based on PSN’s Mid Cap Universe ranked #5 for the quarter ending 03/31/2013 out of 298 firms and 435 peer products reporting to PSN.
Financial Trust Health Value™ strategy based on PSN’s US Value Universe ranked #8 for the quarter ending 03/31/2013 out of 413 firms and 929 peer products 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 SEC 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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