Milwaukee (Feb 27, 2024).
Riverwater Partners’ Sustainable Value Strategy earned 6-stars and a Bull & Bear Master recognition on the celebrated PSN Top Guns List for Q4 2024 performance. The strategy outperformed peers across PSN’s Small-Mid Cap Universe, Mid-Cap Universe, and US Equity Socially Responsible Universe, placing it among the top performers in each category.
The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
Riverwater Sustainable Value Strategy Achieves Multiple Top Rankings Across Key Investment Categories
The Riverwater Sustainable Value strategy demonstrated outstanding performance, receiving recognition in several key classifications:
- 5-Star and 6-Star ratings in the Mid Cap Universe
- Bull/Bear recognition in the Small-Mid Cap Universe
- 3-Star, 4-Star, 5-Star, and 6-Star ratings in the Small-Mid Cap Universe
- 3-Star, 4-Star, 5-Star, and 6-Star ratings in the US Equity Socially Responsible Universe
Top Gun six-star rating in signifies that the Sustainable Value Strategy 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, the Sustainable Value Strategy received a Bull & Bear Master Award. This award means the strategy had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
Why PSN Top Guns Status Matters for Investors
The PSN Top Guns performance awards represent a rigorous evaluation process that filters thousands of strategies across 75 peer groups. Products are ranked through increasingly demanding screens, with classifications ranging from 1 to 6 stars. The Bull & Bear rankings specifically highlight strategies that perform well in both favorable and challenging market environments—a testament to our team’s skill in navigating diverse market conditions.
To achieve these rankings, particularly the prestigious 5-Star and 6-Star ratings, investment strategies must demonstrate exceptional risk-adjusted returns over extended periods, placing them among the most elite performers in their respective categories.
“Successful investment strategies demand relentless effort, in-depth research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns highlights the elite managers and teams whose expertise continues to drive the growth of SMAs in today’s dynamic economic environment.”
Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com. Registration is required.
How Our Investment Approach Delivers Consistent Top Performance
This recognition reflects our commitment to delivering consistent, risk-adjusted returns for our clients. The Sustainable Value strategy embodies our philosophy of disciplined research, risk management, and strategic positioning in the small-mid cap space. What makes these achievements particularly meaningful is our strong performance in the US Equity Socially Responsible Universe, demonstrating that principles-based investing and strong returns can go hand in hand.
This comprehensive recognition highlights the strategy’s consistent excellence across different market conditions and measurement criteria.
Contact Riverwater’s Institutional Team
For more information about the PSN Top Guns rankings or our Sustainable Value Strategy, please contact Matt Drvaric. We’re always available to discuss how our approach might align with your objectives.
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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 rely. 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. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com. Visit PSN online to learn more.
Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Riverwater Partners is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Riverwater Partners by any of its clients, product, service or firm. No compensation was provided for receipt of or consideration for award. Responsible investment factors are considered as part of Riverwater Partners’ investment process; however, there is no guarantee that the application of these factors will improve performance or reduce risk. The incorporation of these considerations may not always result in better performance or align with all investor preferences.
Past performance may not be indicative of future results. Different types of investments and investment strategies involve varying degrees of risk, including principal loss and fluctuation. It should not be assumed that future performance of the investment strategy referenced herein will be profitable during any specific time period. Information is subject to change without notice.
