Alpine Saxon Woods Earns Spot on PSN Top Guns List for Q2 2026
Alpine Saxon Woods Earns PSN Top Guns Honors
In a significant achievement for emerging investment firm Alpine Saxon Woods, the company has been named to the prestigious PSN Top Guns List for Q2 2026, highlighting its excellence in managed accounts strategies. This announcement, made on September 18, 2026, reflects the firm’s commitment to delivering outstanding performance even during challenging market conditions.
The PSN Top Guns List, published by YCharts, serves as an essential benchmark for investors and asset managers alike. YCharts President and CEO, Sean Brown, praised the winners for their exemplary performance amidst a particularly tumultuous economic landscape. "The second quarter saw markets transition from initial optimism to a more difficult environment, which surprised many investment portfolios. Those who excelled, like our Top Guns winners, navigated this turbulence with a disciplined approach,” said Brown. According to him, such resilience sets these firms apart.
Alpine Saxon Woods specializes in a Dividend Strategy focused on investing in companies that either maintain or increase their dividends. The firm's investment philosophy is deeply rooted in rigorous fundamental research to assess each company’s capacity to sustain and potentially enhance its dividend payouts. This assessment involves a thorough analysis of free cash flow and various balance sheet metrics, ensuring a comprehensive understanding of the companies they invest in.
The success of their strategy is evident in the firm’s recognition across multiple categories within the PSN Top Guns List. Alpine Saxon Woods achieved ratings of 4, 5, and 6 stars in the All-Cap Value Universe, demonstrating superior returns relative to its peers while maintaining sound risk management.
In accepting this recognition, Mark Spellman, Portfolio Manager and CEO of Alpine Saxon Woods, expressed his gratitude, stating, "It is a tremendous honor to be recognized as a Top Gun Manager in the All-Cap Value Universe. This acknowledgment validates our team’s investment discipline and consistency, which we prioritize for the long-term success of our clients."
Alpine Saxon Woods has more than $890 million in assets under management and caters to various clients, including foundations, trusts, and high-net-worth individuals. With a legacy of over 25 years, the firm's diverse strategies encompass Large and Small Cap Dividend, Capital Return, Small Cap Growth, Core Momentum, and Balanced portfolios, offered in long-only, long/short, and institutional account formats.
As the firm looks forward, it remains committed to enhancing the Separately Managed Account (SMA) space. The PSN Top Guns winners are not only setting the benchmark for excellence but are also paving the way for future growth in the investment landscape.
For many years, PSN has been a leading resource for investment professionals, tracking over 2,800 firms, 285 universes, and more than 21,000 products, offering a comprehensive view of the investment industry. As part of its methodology, PSN employs a proprietary performance screen to award Top Guns status in various categories based on consistent superior performance over time.
About Alpine Saxon Woods: Based in Purchase, NY, Alpine Saxon Woods combines innovative investment strategies with a commitment to sustainability in portfolio management. They strive to connect investors with exceptional talent that yields meaningful outcomes.
About PSN and YCharts: PSN has been providing vital data to investors for more than 40 years, and YCharts is recognized for its user-friendly investment research tools. The collaboration between these two entities continues to elevate investment standards and outcomes in the industry.