Mark Stevens - President and CIO - ATCapital Management
Investment Management is a marathon and not a sprint, and the long-term nature of this award is a testament to our diligent investment process and a lot of hard work.
Dubuque, IA (PRWEB) May 26, 2017
ATCapital Management, a specialized investment division of Dubuque-based holding company ATBancorp, is pleased to announce it has been recognized as PSN “Top Guns Manager of the Decade” by Informa Investment Solutions for its Mid Cap Core Equity strategy, which ranked among the top five performers in the Mid Cap Core Equity universe over the latest 10-year period ending December 31, 2016.
“We are pleased to again be recognized for our investment performance over the past decade. Investment Management is a marathon and not a sprint, and the long-term nature of this award is a testament to our diligent investment process and a lot of hard work,” said ATCapital Management President Mark Stevens.
Manager of the Decade products must have returns greater than the style benchmark for the latest 10-year period and also standard deviation (volatility) less than the style benchmark for the latest ten year period. Moreover, products must have an R-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. At this point, the top-10 performers for the latest 10-year period become the PSN Top Guns of the Decade.
“We congratulate ATCapital Management on their distinction as a PSN Top Gun. This highly anticipated annual ranking recognizes elite performers on the leading investment manager database in North America and is widely used by institutional asset managers and investors across our platform,” said Leno Toich, Managing Director of Informa Investment Solutions.
ATCapital Management’s 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 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.
The PSN Mid Cap Core universe is comprised of 79 firms and 95 products.
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 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/ and follow https://twitter.com/InformaInvest.