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Zephyr Unveils PSN Top Guns List for Q3 2025

In the competitive landscape of asset management, Zephyr, a respected subsidiary of Informa plc, has unveiled its latest PSN Top Guns List for the third quarter of 2025. This comprehensive list serves as a vital resource for plan sponsors, investors, and asset managers, highlighting the top-performing separate accounts, managed accounts, and ETF strategies that stood out in this dynamic market environment.

According to Nick Williams, Product Manager of PSN, "Q3 2025 delivered strong broad-based market gains, creating opportunities for skilled active managers." The exceptional performance of these top managers can be attributed to their adeptness in capitalizing on the markets' rally while effectively navigating the Federal Reserve's shifting policies. This demonstrates the unique advantage of active management, particularly in separately managed accounts (SMAs).

Zephyr's PSN platform plays a crucial role for both asset and wealth managers, allowing them to connect effortlessly with institutional and retail investors. The PSN SMA database boasts impressive stats, including a comprehensive collection of over 2,800 firms, 285 distinct universes, and more than 21,000 investment products, detailing aspects like asset allocations, compliance, and key personnel.

One of the standout features of PSN is its extensive historical database, equipped with over 40 years of data, including net and gross-of-fee returns. This wealth of data enables asset managers to make informed decisions and strategize effectively.

Ryan Nauman, Zephyr's Market Strategist, observed strong equity performance fueled by burgeoning demand for AI and technology resources. This quarter's success was further propelled by anticipated interest rate cuts and robust corporate earnings. Despite facing persistent inflation and trade tensions, investors exhibited remarkable resilience, reflecting their confidence in the market's potential.

Key Highlights from the PSN Top Guns List

Small Cap Universe:

• - White Pine Capital, LLC - Achieved a stellar +25.7% for the quarter.
• - Advisory Research, Inc. Partners - Posted an impressive +24.3% return.
• - Old West Investment Management, LLC - Delivered a promising +21.7% return.

International Equity Universe:

• - RBC Global Asset Management - China Equity strategy surged by +31.9%.
• - Fisher Investments - Notable +27.6% gain in the China A-Share Equity strategy.
• - Baillie Gifford Overseas Limited - Their China Equities strategy also performed well, rising by +24.6%.

Municipals Universe:

• - Richmond Capital Management - Opportunistic Muni CEF SMA achieved +5.2%.
• - MacKay Shields LLC - Municipal New York strategy gained +3.9%.
• - Columbia Threadneedle Investments - US Strategic Municipal Income also saw a +3.9% increase.

To enhance the visibility of PSN contributors further, Zephyr has introduced the PSN Manager Advantage program, which encompasses a robust promotional and market intelligence package. This package provides digital coverage and brand marketing, coupled with actionable insights derived from the PSN Database, thereby boosting exposure.

What's more, Zephyr has launched its podcast series, “Inside SMAs,” aimed at exploring trends and insights in SMA strategies. This engaging initiative connects thought leaders in the industry and opens a platform for knowledge sharing. Those interested in contributing their expertise on this podcast are encouraged to reach out directly.

For detailed insights, Nauman's complete commentary on Q3 2025's Top Guns can be found on Zephyr's website, alongside the full PSN Top Guns list and the methodology employed. Interested parties can also learn about becoming a part of the PSN database or subscribing to PSN data by visiting the PSN site.

About Zephyr

For over four decades, PSN has served as a premier informational hub for asset and wealth managers. The PSN SMA database contains vital information on thousands of firms and products, capturing a rich array of details—including asset compositions, compliance, and strategic insights—enabling asset managers to effectively engage both institutional and retail investors. Notably, Zephyr has received accolades like the 2025 FinTech Breakthrough Award for Best Wealth Management Company, following recognition for the Best Overall Analytics Platform in 2024.

Zephyr’s innovative technology facilitates smarter investment management, allowing asset managers to navigate various market conditions efficiently. To explore more about Zephyr’s offerings, visit Zephyr Financial Solutions.