Financial Trust’s Health Value Strategy Was Awarded the #1 Ranking in PSN’s Mid Cap and Mid Value Universe for the Quarter Period Ending June 30, 2013 from Informa Investment Solutions

Florida Money Manager Financial Trust Asset Management based in Boca Raton, Florida was ranked #1 in PSN Mid Cap and Mid Value Universe within Informa Investment Solutions’ PSN manager ranking database for the quarter period ending June 30, 2013.

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We are extremely proud of our Health Value strategy which helped Financial Trust win its first 5 Star award in the U.S. Value category based on risk and return measures over a 5 year period.

Boca Raton, Florida (PRWEB) September 03, 2013

Financial Trust had 3 Separately Managed Account strategies at the end of 2nd 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 8 Top Guns awards from Informa/PSN.

Financial Trust Health Value™ strategy won 5 of the 8 Top Guns awarded from Informa/PSN. Placing #1 in the 2nd quarter period and #10 for the one year period ending June 30, 2013 for the Mid Cap Universe out of 296 firms and 431 peer products. Health Value also placed #1 in the 2nd quarter period and #7 for the one year period ending June 30, 2013 for Mid Value Universe out of 124 firms and 152 peer products.

In addition, Financial Trust Health Value Strategy was ranked #5 in PSN Five Star category for the US Value Universe. The Five Star category ranks managers based on risk and return over a five year period. The strategy’s risk must be lower than the median in the peer group over the last five years while its return must be greater than the benchmark over a rolling three year window for the last five years.

Financial Trust’s Flexible Income won 2 of the 8 Top Guns awards in PSN’s ETF US Fixed Income Universe ranking # 5 for the 2nd quarter period and #4 for the 1 year period ending June 30, 2013 out of 16 firms and 20 peer products. Also, Financial Trust’s LatinValueMomentum™ strategy received PSN “Bull & Bear Master” award for the Emerging Markets Universe for 3 years ending June 30, 2013, placing #7 out of 122 firms and 184 peer products 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 June 30, 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 pleased to have 3 of Financial Trust Asset Management strategies win a total of 8 Top Guns awards in the second quarter. We are extremely proud of our Health Value strategy which helped Financial Trust win its first 5 Star award in the U.S. Value category based on risk and return measures over a 5 year period."

Below are the 8 PSN “Top Guns” awards won for 2Q2013 based on gross returns for a specific product style and time period:

1.    Financial Trust Health Value™ strategy based on PSN’s Mid Value Universe ranked #1 for the quarter period ending 06/30/2013 out of 124 firms and 152 peer products reporting to PSN.

2.    Financial Trust Health Value™ strategy based on PSN’s Mid Value Universe ranked #7 for the 1 year period ending 06/30/2013 out of 124 firms and 152 peer products reporting to PSN.

3.    Financial Trust Health Value™ strategy based on PSN’s Mid Cap Universe ranked #1 for the quarter period ending 06/30/2013 out of 296 firms and 431 peer products reporting to PSN.

4.    Financial Trust Health Value™ strategy based on PSN’s Mid Cap Universe ranked #10 for the 1 year period ending 06/30/2013 out of 296 firms and 431 peer products reporting to PSN.

5.    Financial Trust Health Value™ Strategy was ranked #5 in PSN’s Five Star category for US Value Universe for the 5 year period ending 06/30/2013 out of 408 firms and 923 peer products reporting to PSN.

6.    Financial Trust Latin Value Momentum™ strategy based on PSN’s Bull & Bear Master in the Emerging Markets Universe ranked #7 for the 3 year period ending 06/30/2013 out of 122 firms and 184 peer products reporting to PSN.

7.    Financial Trust Flexible Income™ strategy based on PSN’s ETF US Fixed Income Universe ranked #5 for the quarter period ending 06/30/2013 out of 16 firms and 20 peer products reporting to PSN.

8.    Financial Trust Flexible Income™ strategy based on PSN’s ETF US Fixed Income Universe ranked #4 for the 1year period ending 06/30/2013 out of 16 firms and 20 peer products reporting to PSN for the one year period

Informa Investment Solutions/PSN is the world’s longest running investment manager database 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 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 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