Lear Investment Management Achieves Four PSN Top Gun Awards for Investment Excellence

Lear Investment Management Celebrates Outstanding Achievement at PSN Top Gun Awards

Lear Investment Management, a prominent investment firm situated in Dallas, has recently made headlines by achieving remarkable recognition at the PSN Top Gun Awards. The firm, specializing in theme-based investment strategies, announced its inclusion of two of its separately managed account strategies onto the prestigious PSN Top Guns List, highlighting excellence in managed accounts and ETF strategies for the second quarter of 2025.

Rick Lear, the firm’s Founder and Chief Investment Officer, shared his pride in receiving this independent acknowledgment from Zephyr/PSN. He emphasized that such accolades underscore their team's dedication and rigorous approach to fulfilling client objectives. He stated, "We are proud to have navigated challenging market conditions. This recognition is further evidence that investing is evolving. It's time to move away from style box investing and into a more deliberate, concentrated portfolio that aligns with investor needs."

Among notable performances, the LIM (Lear) Global Vigilance Tilt Strategy significantly outperformed its contemporaries, claiming the top position in the one-quarter category, surpassing 421 other managers within the PSN Global Balanced Universe. Additionally, this strategy earned recognition in the one-year category, consequently illustrating a solid recent track record of outperformance. The firm's Global Vigilance Strategy trailed closely behind, securing the second position in the one-quarter category and also making an impact among the leading strategies in the one-year ranking.

Nick Williams, PSN's Product Manager, outlined that the second quarter of 2025 was marked by unprecedented market volatility intertwined with unexpected resilience, thus necessitating managers to display both conviction and adaptability. He noted, “PSN Top Guns managers lit a path through significant shifts in market leadership, demonstrating discipline amidst turbulence while seizing emerging opportunities.” Williams’ comments further elucidated the crucial role of active management in separate account strategies as markets adapted to fluctuating economic landscapes and policy transformations.

The PSN Top Guns List is widely recognized and published quarterly by Zephyr, representing a salient resource for investors and asset managers in assessing performance across various strategies. Detailed insights and the complete list of winners, along with a comprehensive methodology overview, can be accessed on their official website.

Lear Investment Management, a SEC-registered investment adviser, is committed to research-driven methodologies, developing portfolios aimed at delivering superior risk-adjusted returns throughout market cycles. The firm engages in tactical allocations across a range of assets, including global equities, fixed income, commodities, real estate investment trusts (REITs), master limited partnerships (MLPs), and cash. Their investment approach is underpinned by a disciplined process that identifies macroeconomic trends and underappreciated investment opportunities.

In essence, Lear Investment Management’s recent accolades not only reflect their operational effectiveness but also reinforce their philosophy of active and concentrated investment management. The firm continues to position itself as a leader in the investment community, focusing on substantial risk-adjusted returns for its clients amid challenging market environments.

For more information about Lear Investment Management and its distinct investment strategies, please visit their website.

This information is provided not as investment advice but to inform stakeholders of the firm’s successes and methodologies in managing investments effectively.