ATFinancial Advisors Earns 2Q PSN “Best of the Best”, Top Guns, Bull & Bear Masters Awards

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ATFinancial Advisors Mid Cap Core and Select Equity strategies have received PSN Top Guns status and a "Best of the Best" award from Informa Investment Solutions' PSN database as well as a Bull & Bear Masters Award

Mark Stevens

Mark Stevens
President
ATFinancial Advisors

We are especially pleased with the new Bull & Bear Masters award, a distinction given to investment strategies that have exhibited strong relative performance in both up markets and down markets.

ATFinancial Advisors’ Mid Cap Core and Select Equity strategies were conferred seven PSN Top Guns awards from Informa Investment Solutions’ PSN database for being among the top 10 performers over a three year period within their peer group for the period ending June 30, 2015:

  • For the second consecutive quarter, the AT Mid Cap Core strategy earned Top Guns status and achieved the “Best of the Best” award in the 3 Star Mid Cap Core Equity Universe for being the number 1 performing strategy
  • The AT Mid Cap Core strategy earned Top Guns status and achieved the “Best of the Best” award in the 3 Star U.S. Core Equity Universe for being the number 1 performing strategy.
  • The AT Mid Cap Core strategy earned Top Guns status in the 3 Star Mid Cap Universe for being the number 3 performing strategy.
  • The AT Select Equity strategy again earned Top Guns status in the 3 Star All Cap Core Equity Universe for being the number 3 performing strategy.
  • The AT Select Equity strategy achieved the Bull & Bear Masters Award in the All Cap Core Equity Universe for ranking fourth in upside/downside capture ratio.

ATFinancial Advisors’ diversified equity strategies are Separately Managed Account (SMA) portfolios, each managed to a specific investment style, and developed using a core investment process and valuation framework that focuses on economic profit and relative valuation. The Mid Cap Core strategy invests in medium sized companies with an average market cap between $3-10b. The Select Equity strategy is designed to provide core equity exposure by investing in companies without constraint to market cap.

“We are honored to again receive multiple awards for our AT Mid Cap Core and AT Select Equity investment strategies” said President Mark Stevens. “We are especially pleased with the new Bull & Bear Masters award, a distinction given to investment strategies that have exhibited strong relative performance in both up markets and down markets.”

In addition to the PSN database, ATFinancial Advisors’ investment strategies can be found on many of the largest research and investment platforms in the industry including Morningstar, Envestnet, and eVestment Alliance.

ATFinancial Advisors is an SEC Registered Investment Adviser and wholly owned subsidiary of ATBancorp, a multi-bank holding company. It provides a suite of investment strategies that include traditional equity, fixed income, and balanced portfolios, as well as a series of dynamic risk-based, multi-asset class investment solutions. These products are distributed to financial advisors and clients directly through ATFinancial Advisors’ proprietary platform as well as through third party turnkey asset management platforms. For more information, visit http://www.atfinancialadvisors.com.

PSN, produced by Informa Investment Solutions, is one of the leading investment manager search and evaluation databases to be offered industry wide. PSN tracks more than 2,000 money management firms and over 20,000 investment products. For more information regarding the Top Guns list, visit http://www.informais.com.

Past performance is not a guarantee of future results. Products or services offered are not FDIC insured, not bank guaranteed and may lose value. Any investment contains risk including the risk of total loss. There is no guarantee that an investment with the strategy will meet its investment objectives. Please request a copy of the Firm’s Full General Disclosures for more information. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy.

About the PSN Top Guns List: PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars. Top Gun status is awarded to the top 10 products in each category. Investment advisers do not pay a fee to report product data in the Informa database or to participate in the PSN Top Gun awards.
The PSN All Cap Core Equity universe is comprised of 104 firms and 136 products.
The PSN Mid Cap Core Equity universe is comprised of 78 firms and 92 products.
The PSN Mid Cap universe is comprised of 290 firms and 447 products.
The PSN US Core universe is comprised of 342 firms and 790 products.

3 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. These top performers are strictly based on returns for three year period.

Bull & Bear Masters: 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 three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.

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