We are proud to be recognized for the performance of our Mid Cap strategy, especially after such a difficult first quarter.
(PRWEB) June 23, 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 in the peer group for the period ending March 31, 2016. This represents the fifth consecutive quarter the strategy has reached Top Gun status in the Mid Core Equity Universe.
“We are proud to be recognized for the performance of our Mid Cap strategy, especially after such a difficult first quarter,” said ATCapital Management President Mark Stevens. “These awards are the result of a strong long-term track record and are a reflection of the skill and hard work our dedicated professionals apply daily to investment management,” he added.
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.
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: PSN, produced by Informa Investment Solutions, is one of the leading investment manager search and evaluation databases to be offered industry wide. Utilizing a proprietary blend of Informa Investment Solutions’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a highly anticipated quarterly ranking and is widely used by institutional asset managers and investors.
Top Guns receive a star rating in the range from one to six. The stars indicate the continued performance over length of time. ATCapital Management was named a Top Gun with star ratings of three and four meaning…
Three Star Category: These products were top ten performers within their respective universes, based on returns for the three-year period.
Four Star Category: Products with this rating must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the Top Guns.
The PSN Mid Cap universe is comprised of 286 firms and 446 products.
The PSN Mid Cap Core Equity universe is comprised of 77 firms and 91 products.
About the PSN Top Guns List: “The PSN Top Guns ranks products in six proprietary star categories in over 50 universes,” said Leno Toich, Managing Director of Informa Investment Solutions. “This data-driven award recognizes elite performers on the leading investment manager database in North America and provides high-level exposure to hundreds of institutional clients and investors across our platform.” 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.
About Informa Investment Solutions: A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/.