RMB Capital proudly announced that its SMID Cap Core equity strategy was recognized by Zephyr PSN’s “Top Guns List” for the second quarter of 2023. The list honors the best performing separate accounts, managed accounts and managed ETF strategies represented on its platform during the time period.
The list is an important reference for investors and asset managers. More than 2,800 firms, 285 investment universes and 21,000 investment products are represented in the PSN database. RMB Capital’s SMID Cap Core strategy was honored in the Small-Mid Cap Universe category, receiving a six-star rating. RMB’s SMID Cap Core strategy is managed by RMB senior vice president and portfolio manager Chris Faber.
Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks investment products in six proprietary categories in over 75 universes based on continued performance over time. The ratings category where RMB’s SMID Cap Core strategy was recognized is detailed as follows:
6-Star Ratings Category (Small-Mid Cap Universe) had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period 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 6 Star Top Guns.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.
