Financial Trust Asset Management Wins 18 PSN “Top Guns” Awards for 4Q2013
Boca Raton, FL (PRWEB) February 28, 2014 -- Financial Trust had 6 Separately Managed Account strategies at the end of 4th 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 6 strategies won a total of 18 Top Guns awards from Informa Investment Solutions/PSN.
Informa Investment Solutions/PSN is the world’s longest running investment manager database tracking more than 2,000 managers and over 20,000 institutional investment products. In order to win the “Top Guns” award from Informa/PSN, a firm must place among the top 10 of managers based on gross returns for a specific style and time period. Managers must also claim GIPS® compliance to be included in the criteria for Top Guns.
Notably, the Financial Trust Latin ValueMomentum™ strategy ranked #1 in the PSN Four Star category for the Emerging Market Universe out of 196 peer products. Products to be ranked in the Four Star category 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.
Financial Trust’s Health Value, International ValueMomentum, Asia ValueMomentum, Latin ValueMomentum, Global Resources and VMV Emerging Markets were the 6 strategies that received Top Guns Awards for the period ending December 31, 2013.
Financial Trust Health Value Strategy was a standout ranking #7 out of 3002 peer products for the 3 year period ending December 31, 2013 in the US Equity Category. The Health Value strategy also ranked number 1 in both the Mid Cap and Mid Cap Value category for the 1and 3 year period ending December 31, 2013.
“We are pleased to have won an additional 18 Top Guns awards from Informa Investment Solutions/PSN in the 4th Quarter. Our firm had a very successful 2013 winning a total of 54 awards throughout the year. As we begin the new year at our new corporate headquarters, we look forward to continued expansion of the firm.” said Arno O. Mayer, CEO and President of Financial Trust Asset Management.
Below are the 18 PSN “Top Guns” awards won for the 4Q2013 based on gross returns for a specific product style and time period:
Latin Val Momentum 4 Stars Emerging Markets Univ. # 1 versus 196 products in category 5yr period.
Latin Val Momentum Bull/Bear Emerging Markets Univ. # 3 versus 196 products in category 3yr period.
Health Value 3 Stars US Equity Universe # 7 versus 3002 products in category 3yr period.
Health Value 3 Stars US Value Universe # 4 versus 917 products in category 3yr peiod.
Health Value 3 Stars Mid Cap Universe # 1 versus 434 products in category 3yr period.
Health Value 3 Stars Mid Cap Value Universe # 1 versus 145 products in category 3yr period
Latin Val Momentum 3 Stars Emerging Markets Univ. #9 versus 196 products in category 3yr period.
Health Value 2 Stars US Value Universe # 5 versus 917 products in category 1yr period.
Health Value 2 Stars Mid Cap Universe # 1 versus 434 products in category 1yr period.
Health Value 2 Stars Mid Cap Value Universe # 1 versus 145 products in category 1yr period.
VMV Emerging 2 Stars Emerging Markets Universe # 5 versus 196 products in category 1yr period.
Asia Val Moment 2 Stars Intl Equity Universe #10 versus 787 products in category 1yr period
Intl Val Moment 2 Stars EAFE Universe # 3 versus 273 products in category 1yr period
Global Resources 1 Stars Global Equity Universe #1 versus 508 products in category MRQ
VMV Emerging 1 Stars Emerging Markets Universe # 4 versus 196 products in category MRQ
Asia Val Moment 1 Stars Intl Equity Universe #1 versus 787 products in category MRQ
Intl Val Moment 1 Stars Intl Equity Universe # 6 versus 787 products in category MRQ
Intl Val Moment 1 Stars EAFE Universe # 1 versus 273 products in category MRQ
Financial Trust Asset Management, Chartered (http://www.financialtrust.net) is a fee-only state 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
4755 Technology Way, Suite 110
Boca Raton, Florida 33431
Office: 561-391-8188
http://www.financialtrust.net
Global Investment Standards (GIPS®) verification process & standards were established to ensure fair representation and full disclosure by investment managers in quantifying and presenting investment performance.
Peter Zaharko, Financial Trust Asset Management, http://www.financialtrust.net, +1 (800) 953-9144, [email protected]
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