The Crest Value Equity strategy achieved Top Guns status in the Large Cap, Large Value, and U.S. Value three-star categories.
Palm Beach, Florida (PRWEB) December 09, 2015
Crest Investment Partners LLC today announced that is has been recognized with Top Guns status by Informa Investment Solutions' PSN manager database.
The Crest Value Equity strategy achieved Top Guns status in the Large Cap, Large Value, and U.S. Value three-star categories. The Top Guns status in the three-star category is achieved by the ten top performers in each peer group based on three-year returns as of September 30, 2015. In addition, the Crest Value and Core strategies were recognized by PSN as Bull & Bear Masters in the U.S. Equity and Large Core Equity universes, respectively. This status is given to the top ten strategies based on their up and down market capture performance over the three-year period ended September 30, 2015.
The Crest Value Equity strategy leverages a firm-wide investment philosophy of capturing fundamental concepts in a rules-based, disciplined approach. Crest equity strategies are characterized by focused fundamental factor exposures significantly higher than the market and peers, high active share, with the objective of delivering alpha to clients over the long term.
In addition to the PSN Top Guns status, Morningstar®, a leading provider of independent investment research in North America, Europe, Australia, and Asia (http://www.corporate.morningstar.com), ranked Crest Equity Value and Crest Core Equity Composites with a 5-star Morningstar Rating™ among large-cap value and large-cap blend managers, respectively, for overall and 3-year performance as of September 30, 2015.
“These achievements confirm the strength of our investment process and demonstrate our ability to generate significant alpha in an asset class - US large-cap equity - largely considered crowded and very efficient”, stated Massimo Santicchia, Crest’s Co-Founder and Lead Manager of the Crest Value Equity Strategy.
“We are particularly pleased with the Bull & Bear Masters awards, an accolade granted to strategies that have exhibited strong relative performance in both up and down markets”, added Katherine Gallagher, Crest’s Co-Founder and Portfolio Manager of the Crest Value Equity Strategy.
The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns . For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Ruth Calderon at ruth.calderon(at)informais.com.
Crest Investment Partners LLC (“Crest”) is an investment advisor registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940 that manages focused equity and multi-asset portfolios. Crest is a subsidiary of Cypress Capital Group, a SEC-registered investment advisor, and an independent affiliate of Cypress Trust Co, a Florida registered trust company. Crest’s assets under management are $75 million as of September 30, 2015.
Crest Investment Partners’ strategies are available to individuals and trust accounts (IRA, joint or individual), pensions (401K), foundations, endowments and other non-affiliated advisors. More information is available at http://www.crestinvestmentpartners.com.
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