We are proud to be recognized for our performance over such a long period of time - especially for a 10-year period that exhibited historic bouts of market turbulence.
(PRWEB) March 25, 2016
ATCapital Management, a specialized investment division of Dubuque-based holding company ATBancorp, is pleased to announce its Mid Cap Core strategy was conferred PSN Top Guns awards from Informa Investment Solutions’ PSN database for being among the top 10 performers within one or more peer groups for the period ending December 31, 2015.
ATCapital Management has been awarded “Top Guns Manager of the Decade” for its Mid Cap Core Equity strategy ranking among the top performers in the Mid Cap Core Equity universe over the latest 10-year period ending December 31, 2015, while maintaining volatility less than benchmark.
“We are proud to be recognized for our performance over such a long period of time - especially for a 10-year period that exhibited historic bouts of market turbulence” said ATCapital Management President Mark Stevens.
Also, for the fourth 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 Core Equity Universe for being the number 1 performing strategy for the three-year period ending December 31, 2015.ATCapital Management’s 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.
In addition to the PSN database, ATCapital Management’s investment strategies can be found on many of the largest research and investment platforms in the industry including Morningstar, Envestnet, and eVestment Alliance.
ATCapital Management 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 ATCapital Management’s proprietary platform as well as through third party turnkey asset management platforms. For more information, visit http://www.at.capital.
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 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. Manager of the Decade: The awards are based on products must have an R-Squared of 0.80 or greater relative to the style benchmark, returns greater than the style benchmark and also Standard Deviation less than the style benchmark for the ten year period ending DECEMBER 31, 2015. 3 STAR CATEGORY: These top performers are strictly based on returns for three year period.
The PSN Mid Cap Core Equity universe is comprised of 79 firms and 91 products.
ATCapital ranked fifth for the Top Guns Manager of the Decade and was awarded several PSN Top Gun awards for being amount the top 10 performers within on or more peer groups in Q4 2015. For complete information visit at.captial/about-us/in-the-news/, and informais.com.