We are honored to receive an award for our Large Cap Core investment strategy.
Dubuque, IA (PRWEB) October 13, 2017
ATCapital Management, a specialized investment division of Dubuque-based holding company ATBancorp, is pleased to announce its Large Cap Core strategy was awarded 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 June 30, 2017.
“We are honored to receive an award for our Large Cap Core investment strategy,” said President Mark Stevens. “To bounce back with such strong performance over the last 12 months is a result of a lot of hard work and conviction in our investment process.” The Large Cap Core earned Top Guns status and achieved the “Best of the Best” award in the 2 Star (1-year period) Large Core Equity Universe.
“PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process,” said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. “Congratulations to ATCapital Management, Inc. on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter.”
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 Large Cap Core strategy invests in larger sized companies with an average market cap greater than $25 billion.
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 multi-asset class and tactical investment solutions. These products are made available to clients directly through ATCapital Management’s proprietary platform as well as through third-party financial advisors and other 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. 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(dot)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 and the rating may not be representative of any one client’s experience. The rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. 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 2 Stars–these products were top ten performers within their respective universes, based on returns for the one-year period.
The PSN Large Cap Core Equity universe is comprised of 222 firms and 374 products.
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, part of Informa Financial Intelligence, 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/ and follow https://twitter.com/InformaInvest.