PSN Manager of the Decade – Large Cap Value

Cambiar Investors has been named to the PSN Top Guns list of best-performing separate accounts, managed accounts, and managed ETF strategies for 4Q 2023.  The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“Achieving Top Gun status confirms that Cambiar Investors has outperformed their peers in a meaningful way” – Nick Williams,  Zephyr

“As the needs and viewpoints of investors are becoming more diverse, investment advisors must incorporate strategies capable of being customized to their client’s goals.  SMA strategies are becoming increasingly important as an efficient tool to provide custom investment solutions for portfolios of all sizes and have seen asset growth of over 19% in 2023. It is also increasingly important for managers to identify quality SMA strategies. Zephyr PSN has been helping advisors find quality products for 40 years,” says Nick Williams, Product Manager of PSN at Zephyr.

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. The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross-of-fee returns.

Cambiar’s Large Cap Value strategy was named Top Gun Manager of the Decade, meaning our Large Cap Value had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Gun Manager of the Decade.

Additionally, Cambiar’s Large Cap Value and SMID Value strategies were given Top Gun 6 Star ratings, the highest possible star rating.

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.