We are pleased to share that SBH’s Emerging Markets Small Cap strategy received the PSN Bull & Bear Masters award, which recognizes strength in up and down markets, in the emerging markets universe for the 3-year period ending 3/31/23.

 

We believe this award is a testament to the discipline of our proven strategy which is systemic, diversified, and risk aware. Our approach is grounded in the belief that a portfolio of companies with traditional value characteristics coupled with positive company momentum factors will outperform the market over the long term.

 

Interested in learning more? Read more about the strategy here and view portfolio characteristics and performance here.

 

The award was received on 5/17/23 and the firm did not pay to participate in the PSN Top Guns Awards. You can find more information about the PSN Top Guns Awards here. 

Contact an Advisor Solutions team member to learn more​

About PSN: For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Unique to PSN is its robust historical database of nearly 40 years of data including net and gross-of-fee returns.

 

Award criteria for PSN Bull & Bear Masters Award, Emerging Markets Universe: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fees 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 (i.e., the MSCI Emerging Markets Index) for the recent three-year period ending 3/31/23. 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 relative to the style benchmark. The top 10 ratios between Upside Market Capture and Downside Market Capture Ratio become the PSN Bull & Bear Masters.