Large Cap Value – PSN Top Guns – 6 Star Rating
The Cambiar Large Cap Value strategy was recognized on the PSN Top Guns list of best performing strategies for 4Q 2024.
Cambiar Investors announced that it has been named to the celebrated PSN Top Guns list of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“The final quarter of 2024 was defined by both volatility and resilience. Success in these markets required relentless effort, rigorous research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns recognizes the top managers and teams whose expertise continues to drive the growth of SMAs amid today’s complex and rapidly evolving market conditions.”
Through a combination of PSN’s proprietary performance screens, the PSN Top Guns list ranks products in six categories in over 75 universes based on continued performance over time.
Cambiar’s Large Cap Value strategy earned a PSN Top Guns 6-Star Category award, meaning our Large Cap Value 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.
Additionally, we are honored that Cambiar’s Large Cap Value strategy earned PSN Top Guns Manager of the Decade.
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. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view online here.
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The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.
Due to market risk and uncertainties, actual events, results or performance may differ materially from that reflected or contemplated in such forward-looking statements. The information provided is not intended to be, and should not be construed as, investment, legal or tax advice. Nothing contained herein should be construed as a recommendation or endorsement to buy or sell any security, investment or portfolio allocation.
The 6 Star rating was announced on February 21, 2025 and is based on the gross returns of the Large Cap Value (retail) composite for the five year period ending on December 31, 2024. The Manager of the Decade rating was announced on February 21, 2025 and is based on the gross returns of the Large Cap Value composite for the ten year period ending on December 31, 2024.
Any characteristics included are for illustrative purposes and accordingly, no assumptions or comparisons should be made based upon these ratios. Statistics/charts and other information presented may be based upon third-party sources that are deemed reliable; however, Cambiar does not guarantee its accuracy or completeness. As with any investments, there are risks to be considered. Past performance is no indication of future results. All material is provided for informational purposes only and there is no guarantee that any opinions expressed herein will be valid beyond the date of this communication.