Financial Trust Earns Bull & Bear Masters and Top Guns Awards from Informa Investment Solutions’ PSN for 1Q2012

• 

Winning the Bull and Bear Masters award, which is based on Capture ratio, is impressive since we stay fully invested at all times and do not rely on market timing.

Boca Raton, Florida (PRWEB) May 23, 2012

Financial Trust Asset Management based in Boca Raton, Florida achieved Bull & Bear Masters and Top Guns awards within Informa Investment Solutions’ PSN manager ranking database for 1 Quarter 2012.

Financial Trust had 3 Separately Managed Account strategies at the end of 1Q2012 that were among the top 10 performers within one or more peer groups reporting to PSN, the longest-running investment manager database in North America. These 3 strategies won a total of 4 Top Guns awards from Informa/PSN.

Notably, Financial Trust Disciplined Dividend Income™ strategy received PSN “Bull & Bear Master” award for the US Equity Universe for 3 years ending March 31, 2012, ranking #6 among 3,115 peer strategies reporting to PSN.

For a strategy to be considered a PSN Bull & Bear Masters, the strategy must have an R-Squared of 0.80 or greater relative to the style benchmark for a 3 year period ending March 31, 2012 and have an Upside Market Capture over 100 and a Downside Market Capture less than 100 relative to the style benchmark. Only the top ten Ratios between Upside Market Capture Ratio and Downside Market Capture Ratio are considered.

Arno Mayer CFA CFP, President of Financial Trust Asset Management commented, “We are extremely pleased having once again won 4 Top Guns awards. The 4 Top Guns awards we won in the 1st quarter of 2012 brings our total awards since inception of our quantitative strategies to 87 awards. We are exceptionally proud of our Disciplined Dividend Income™ strategy which won the Bull and Bear Masters award for the last 3 years performance. Winning the Bull and Bear Masters award, which is based on Capture ratio, is impressive since we stay fully invested at all times and do not rely on market timing.”

Below are the 4 “Top Guns” awards won for 1Q2012 based on gross returns for a specific product style and time period:

Financial Trust Disciplined Dividend Income™ strategy based on Informa’s Mid Value Universe ranked #2 versus 155 other peer strategies reporting to PSN for the 1 year period.

Financial Trust American Disciplined Small Cap™ strategy based on Informa’s Small Cap Core Equity Universe ranked # 4 versus 162 other peer strategies reporting to PSN for the 1 year period.

Financial Trust Disciplined Dividend Income™ strategy based on Informa’s Bull & Bear Master in the US Equity Universe ranked #6 versus 3,115 other peer strategies reporting to PSN for the 3 year period.

Financial Trust Europe ValueMomentum™ strategy based on Informa’s Europe Universe ranked #7 versus 38 other peer strategies reporting to PSN for the 3 year period.

Informa Investment Solutions’/PSN is the world’s longest running investment manager databases tracking more than 2,000 investment management firms and over 12,000 investment products. In order to win the “Top Guns” award from Informa/PSN a firm’s product must place among the top 10 of managers based on gross returns for a specific style and time period.

Financial Trust Asset Management, Chartered (http://www.financialtrust.net) is a fee-only SEC registered Investment Advisory firm specializing in quantitative investment management. Based in Boca Raton, Florida, clients utilizing our Separately Managed Account Strategies include foundations, endowments, pension plans, high net worth individuals as well as other non-affiliated advisors, broker-dealers and institutional investors. Financial Trust Asset Management, 5100 Town Center Circle, Suite 150, Boca Raton, Florida 33486 Office: 561-391-8188, http://www.financialtrust.net.

PDF Print