Smith Group Strategy Earns Top Gun Status for 1Q18

May 29, 2018 | Top Gun Status

Smith Group Earns Top Gun Status for 1Q18

Smith Group is recognized with Top Guns status by Informa Investment Solutions’ PSN manager database. For 1Q 2018, the following strategies have been awarded Top Gun status:

Global Large Cap:  4 Stars  Global Equity Universe
Small Cap Core Value:  6 Stars  Small Cap Value Universe

Bull & Bear Masters: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three-year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three-year period, and Downside Market Capture ratio of 100 or less for the latest three-year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products

1 STAR CATEGORY: These top performers are based on most recent quarter returns. 

2 STAR CATEGORY: These top performers are based on returns for one-year period. 

4 STAR CATEGORY: Products 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.

5 STAR CATEGORY: Products 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. After that we select only the products which standard deviation for the five-year period is equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS. 

6 STAR CATEGORY: Products 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. After that we select only the products which standard deviation for the five-year period is equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS. 

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.

For more information on the U.S. Small Cap Core, U.S. Small Cap Focused Growth Strategy and our Global Strategy click the button below to learn more.

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 [email protected].