#USA #New York #Asset Management #Zephyr #PSN Top Guns

Zephyr Unveils Q4 2025 PSN Top Guns List

On February 26, 2026, Zephyr, a subsidiary of Informa plc, announced the release of its eagerly awaited PSN Top Guns List for the fourth quarter of 2025. This listing serves as a benchmark reference for plan sponsors, investors, and asset managers by showcasing the most effective separate accounts, managed accounts, and managed ETF strategies from the previous quarter.

According to Nick Williams, the Product Manager at PSN, this list features managers who have adeptly navigated various transformative global events, including the COVID-19 pandemic crisis, Brexit, the US-China trade tensions, and the global sell-off that occurred in 2015-2016. His comments highlight how these asset management professionals have demonstrated an impressive capability to adapt to changing market conditions, strategically investing across diverse asset classes and seizing evolving opportunities. This reinforces the crucial role that active management plays in generating value for investors.

Zephyr's PSN platform facilitates connections between institutional and retail investors with asset and wealth managers, utilizing an expansive SMA database. This database encompasses contributions from over 2,800 firms, 285 universes, and more than 21,000 products, providing detailed insights like asset breakdowns and compliance measures. One standout feature of PSN is its extensive historical database, offering over 40 years of data that includes net and gross-of-fee returns, making it a comprehensive tool for performance analysis.

Ryan Nauman, Zephyr's Market Strategist, assessed the current quarter's PSN Top Guns list and noted a resilient performance by global markets. Despite facing challenges like the longest government shutdown in US history and ongoing geopolitical tensions, equities showed positive returns in Q4 2025. This strong performance across various asset classes was reportedly propelled by supportive monetary policies, easing inflation rates, and robust economic recoveries in significant regions.

Top Strategies from the PSN List

Here are some notable strategies featured in the PSN Top Guns list, categorized by specific universes:

Large Value Universe:

• - Slow Capital, Inc: Slow Capital Stock (+10.1% for the quarter)
• - Columbia Threadneedle Investments: US Focused Large Cap Value (+9.4% for the quarter)
• - Harris Associates L.P.: U.S. Concentrated Equity (+8.6% for the quarter)

Europe Universe:

• - ARGA Investment Management, LP: ARGA European Equity Strategy (+10.8% for the quarter)
• - Wellington Management Company LLP: European Contrarian Value (+9.3% for the quarter)
• - Pzena Investment Management, LLC: Pzena European Focused Value (+8.6% for the quarter)

High Yield Universe:

• - Fidelity Institutional Asset Management: High Yield Opportunistic (+2.4% for the quarter)
• - Loomis, Sayles & Company, L.P.: Opportunistic Securitized Credit (+2.2% for the quarter)
• - Sage Advisory Services, Ltd. Co.: Sage High Quality High Yield (+2.1% for the quarter)

To extend the reach of its contributors, Zephyr has introduced a comprehensive Promotional and Market Intelligence package known as PSN Manager Advantage. This initiative provides digital exposures and brand publicity, along with a dedicated landing page aimed at educating investors on individual SMAs. Additionally, the Market Intelligence Package enhances exposure with actionable market insights derived from the PSN Database.

Zephyr has also launched the “Inside SMAs” podcast, which provides a vibrant platform for discussing SMA strategies, market trends, and industry insights. By assembling thought leaders in the finance domain, the series seeks to explore the ever-evolving landscape of separately managed accounts. Interested guests are encouraged to reach out via the provided contact details.

For those seeking a deeper understanding of the Q4 2025 PSN Top Guns Commentary, the full commentary can be accessed via Zephyr's website. Additionally, the complete PSN Top Guns list along with an overview of the underlying methodology is available online.

Zephyr's PSN Outlook for 2025 features articles from leading SMA firms, showcasing insights and strategies from top financial experts in asset management. Interested readers can find more about this outlook and the accompanying contributions on Zephyr’s website.

About PSN

For over forty years, PSN has established itself as a premier resource for asset and wealth managers seeking to engage effectively with both institutional and retail investors. The PSN SMA database includes key information such as asset breakdowns, compliance details, management styles, fees, and a wide range of related data, making it an invaluable tool for performance tracking and analysis.

About Zephyr

Zephyr provides award-winning asset and wealth management software that enables professionals in the industry to handle portfolio constructions, generate proposals, analyze risks, and track performance effortlessly. This technology has been recognized multiple times, including winning the 2025 FinTech Breakthrough Award for Best Wealth Management Company. For further insights into Zephyr’s offerings, visit their official website at ZephyrFinancialSolutions.com.