All Cap Core Thematic Team

Equity Trading

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All Cap Core Thematic

Recognition

 

ACC SMA  4 Stars, MA US Core Universe

 

ACC SMA  5 Stars, MA US Core Universe

 

ACC SMA  6 Stars, MA US Core Universe

 

ACC SMA  5 Stars, MA US Equity Universe

 

ACC SMA  6 Stars, MA US Equity Universe

 

On 05/19/25 SBH All Cap Core Thematic strategy was awarded the Zephyr PSN Top Guns 4, 5 and 6 Star Category for the 3-month period ending 03/31/25. You can find more information about the PSN Top Guns Award here. CI SBH Asset Management did not pay to participate in the PSN Top Guns Awards and had no influence over the selection process. 

 

PSN Top Guns Award, 4 Star Category Criteria (MA US Core Universe): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. 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.

 

PSN Top Guns Award, 5 Star Category Criteria (MA US Core Universe): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-squared of 0.80 or greater relative to the style benchmark for the recent 5-year period. Moreover, products must have returns greater than the style benchmark for the 3 latest 3-year rolling periods. Products are then selected which have a standard deviation for the 5-year period equal or less than the median standard deviation for the peer group. The top 10 information ratios for the latest 5-year period then become the TOP GUNS.

 

PSN Top Guns Award, 6 Star Category Criteria (MA US Core Universe): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-squared of 0.80 or greater relative to the style benchmark for the recent 5-year period. Moreover, products must have returns greater than the style benchmark for the 3 latest 3-year rolling periods. Products are then selected which have a standard deviation for the 5-year period equal or less than the median standard deviation for the peer group. The top 10 information ratios for the latest 5-year period then become the TOP GUNS.

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All opinions expressed in this material are solely the opinions of CI SBH Asset Management. You should not treat any opinion expressed as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of the manager’s opinions. The opinions expressed are based upon information the manager considers reliable, but completeness or accuracy is not warranted, and it should not be relied upon as such. Market conditions are subject to change at any time, and no forecast can be guaranteed. Any and all information perceived from this material does not constitute financial, legal, tax or other professional advice and is not intended as a substitute for consultation with a qualified professional. The manager’s statements and opinions are subject to change without notice, and CI SBH Asset Management is not under any obligation to update or correct any information provided in this material.