#United States #Purchase #PSN Top Guns #One Oak Capital #Enhanced Municipal Portfolio

One Oak Capital Management Named to PSN Top Guns List

One Oak Capital Management LLC has proudly announced its inclusion on the prestigious PSN Top Guns List for Q2 2026, as recognized by YCharts. This accolade reflects the firm’s commitment to delivering exceptional investment performance across various asset management strategies, particularly within separate accounts and managed ETF strategies.

The Significance of the PSN Top Guns List

The PSN Top Guns List is highly regarded in the financial industry and is published quarterly. It serves as a benchmark to spotlight the best-performing investment strategies within multiple categories, based on their performance over specific time periods. This quarter, the rankings emphasized investment managers who excelled during a challenging market environment.

Voices of Leadership

Stephen DiTursi, the CEO and CIO of One Oak Capital Management, expressed gratitude for the recognition, stating, "In a market environment that continues to challenge investment managers, this acknowledgment showcases the importance of disciplined investing and consistent execution. We are delighted to be acknowledged as a PSN Top Guns winner this quarter."

Sean Brown, President and CEO of YCharts, also extended his congratulations to the winners, highlighting the achievements of the top performers during this particularly demanding period.

Highlights of One Oak Capital Management’s Awards

One Oak Capital Management's Enhanced Municipal Portfolio stood out in the rankings by earning a PSN Top Guns 6 Star award. This accolade signifies that the portfolio achieved a top 10 performance return for a three-year duration ending June 30, 2026, placing it 3rd out of 94 firms and 210 products in the PSN Municipal Universe.

Additionally, the Enhanced Municipal Portfolio was recognized with a 5 Star award, demonstrating its top 10 return for the five-year period ending June 30, 2026, ranking 1st in its category.

The firm's Enhanced Taxable Municipal Portfolio also performed remarkably, earning a PSN Top Guns 4 Star award for its three-year performance, ranking 3rd out of 208 firms and 570 products in the PSN Intermediate Maturity Universe. Furthermore, it garnered an 8th place ranking in the PSN Municipal Universe for a three-year period, solidifying its reputation as a competitive investment strategy.

About One Oak Capital Management

One Oak Capital Management, located in Purchase, New York, is an SEC-registered investment adviser. The firm specializes in innovative fixed-income investment strategies aimed at identifying valuable opportunities within investment-grade municipal and corporate bond markets. Their investment approach is characterized by active portfolio management, diligent risk management, and an unwavering focus on the unique needs of their investors.

The Enhanced Municipal Portfolio is structured to provide diversified, high-credit-quality municipal bonds, catering to investors searching for total return and tax-advantaged income. In contrast, the Enhanced Taxable Municipal Portfolio merges municipal and corporate bond exposure to maximize attractive taxable income and total returns through a diversified collection of high-credit-quality bonds.

The Role of PSN and YCharts

The PSN Top Guns awards are derived from PSN’s proprietary performance metrics. Having served the investment community for over 40 years, PSN maintains a comprehensive database that encompasses more than 2,800 investment firms and 21,000 products. This extensive resource enables investors to access vital information regarding investment strategies, compliance, personnel, diversity, and much more.

YCharts, the organization behind the PSN Top Guns List, offers investment professionals tools for research, portfolio construction, client communication, and market monitoring, which are essential for navigating today’s complex investment landscape.

In conclusion, One Oak Capital Management's recognition on the PSN Top Guns List not only highlights its exceptional investment strategies but also reinforces its position as a leader in the realm of fixed-income investment management.