Financial Trust’s Health Value Strategy Won the #1 Ranking in PSN’s 5 Star US Equity Universe for the Period Ending September 30, 2013 From Informa Investment Solutions
Boca Raton, Florida (PRWEB) December 02, 2013 -- Florida investment management firm Financial Trust Asset Management based in Boca Raton, Florida was ranked #1 in the 5 Star US Equity Universe within Informa Investment Solutions’ PSN manager ranking database for the period ending September 30, 2013.
Financial Trust had 4 Separately Managed Account strategies at the end of 3rd Quarter 2013 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 4 strategies won a total of 17 Top Guns awards from Informa/PSN. Financial Trust Health Value™ strategy won 11 of the 17 Top Guns awarded from Informa/PSN.
Notably, Financial Trust Health Value Strategy was ranked #1 in PSN Five Star category for the US Value Universe out of 933 firms and 3014 peer products. The Five Star category ranks managers based on risk and return over a five year period. The strategy’s risk must be lower than the median in the peer group over the last five years while its return must be greater than the benchmark over a rolling three year window for the last five years.
Also, Financial Trust’s International Value Momentum, Asia Value Momentum and Latin Value Momentum strategies were also the receiver of Top Guns Awards for the periods ending September 30, 2013. The LatinValueMomentum™ strategy received PSN "Bull & Bear Master" award for the Emerging Markets Universe for 3 years ending September 30, 2013, placing #3 out of 127 firms and 196 peer products 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 September 30, 2013 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.
Below are the 17 PSN "Top Guns" awards won for 3Q2013 based on gross returns for a specific product style and time period:
Health Value 2 Stars Mid Cap Universe # 3 versus 433 products in category
Health Value 3 Stars Mid Cap Universe # 2 versus 433 products in category
Health Value 1 Stars Mid Value Universe # 1 versus 151 products in category
Health Value 2 Stars Mid Value Universe # 1 versus 151 products in category
Health Value 3 Stars Mid Value Universe #1 versus 151 products in category
Health Value 5 Stars US Equity Universe # 1 versus 3014 products in category
Health Value 1 Stars US Value Universe # 8 versus 932 products in category
Health Value 2 Stars US Value Universe # 7 versus 932 products in category
Health Value 3 Stars US Value Universe # 5 versus 932 products in category
Health Value 4 Stars US Value Universe # 4 versus 932 products in category
Health Value 5 Stars US Value Universe # 1 versus 932 products in category
Intl Val Moment 1 Stars EAFE Universe # 3 versus 278 products in category
Intl Val Moment 2 Stars EAFE Universe # 10 versus 278 products in category
Intl Val Moment 1 Stars Intl Equity Universe # 6 versus 781 products in category
Asia Val Moment 1 Stars Intl Equity Universe # 2 versus 781 products in category
Latin Val Moment Bull/Bear Emerging Markets Universe # 3 versus 196 products in category
Latin Val Moment 3 Stars Emerging Markets Universe # 10 versus 196 products in category
Arno O. Mayer CFA CFP, President of Financial Trust Asset Management commented, "We are pleased to have 4 of Financial Trust Asset Management strategies win a total of 17 Top Guns awards in the third quarter. We are extremely proud of our Health Value strategy which won a total of 11 Top Guns awards including the 5 Star U.S. Equity Category. Our International ValueMomentum and Latin ValueMomentum also won multiple awards for the quarter."
Informa Investment Solutions/PSN is the world’s longest running investment manager database 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 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 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.
Peter Zaharko, Financial Trust Asset Management, http://www.financialtrust.net, +1 (800) 953-9144, [email protected]
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