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Belle Haven Investments: A Decade of Excellence in Asset Management

In a remarkable feat, Belle Haven Investments has announced its recognition as a PSN Top Guns Manager of the Decade for the sixth time. This accolade is not merely a title; it signifies the firm's unwavering commitment to excellence in investment management and its consistent performance over the last ten years.

Background of the Achievement

Belle Haven made the announcement on March 3, 2026, revealing that three of its separate managed account (SMA) strategies have been included in the highly acclaimed PSN Top Guns List for Q4 2025. This list showcases the best-performing managed accounts, and being selected as a top manager within such a competitive landscape speaks volumes about Belle Haven’s strategy and implementation.

The strategies that garnered this recognition include the following:

• - Taxable PLUS Core Fixed Universe
• - Taxable PLUS Intermediate Core Fixed
• - Muni PLUS Municipals Universe

Each of these strategies played a crucial role in Belle Haven's journey to becoming a leader in asset management. Specifically, Taxable PLUS has earned accolades in the Core and U.S. Fixed Income Universes for the past seven consecutive years, while Taxable Ladder PLUS received its second nod in a row. The enduring success of these strategies reflects Belle Haven's ability to navigate varying market conditions successfully.

Investment Philosophy and Methodology

Belle Haven’s investment philosophy is tailored to capitalize on structural inefficiencies within the fixed income market. The firm adopts a bottom-up approach, focusing on identifying undervalued securities and employing disciplined risk management to generate sustainable results.

At the helm of Belle Haven is CEO Matt Dalton, who stated, “We are proud to see multiple Belle Haven strategies recognized once again as Manager of the Decade. This distinction reflects the consistency of our investment process, our focus on disciplined risk management, and our commitment to delivering durable results for advisors, consultants, and their clients across market cycles.” This quote underscores the firm's dedication to maintaining high standards in its investment approach.

The Importance of PSN Recognition

The PSN Top Guns recognition is significant as it evaluates strategies based on their performance relative to style benchmarks over an extended period. For a strategy to be recognized as a Manager of the Decade, it must have demonstrated superior returns while maintaining lower standard deviations compared to its timeline benchmarks. Such rigorous standards ensure that only the best-performing strategies make the list.

The process utilized by PSN includes proprietary performance screens, ensuring a fair and comprehensive evaluation. Belle Haven’s strategies achieved an R-squared of 0.80 or greater relative to their benchmarks, a clear indicator of their consistent performance.

About Belle Haven Investments

Founded in 2002, Belle Haven Investments is an independent asset manager that specializes in separate accounts for both taxable and tax-exempt portfolios. The firm has strategically positioned itself to serve a range of clients, including institutional investors, foundations, family offices, and high-net-worth individuals. Belle Haven is a Registered Investment Advisor with the Securities Exchange Commission (SEC), reflecting its commitment to adherence to regulatory standards.

The company's flagship investment strategy is Muni PLUS, which actively invests in tax-exempt municipal bonds. In addition, the Taxable PLUS and Taxable Ladder PLUS strategies invest in taxable municipal bonds, corporate bonds, and other fixed-income securities.

With over two decades of experience, Belle Haven continues to innovate and adapt, maintaining its position as a distinguished leader on the PSN Top Guns list and across various investment platforms.

For those interested in exploring the comprehensive PSN Top Guns list and the intricate methodology behind the rankings, more information is available on their website. Belle Haven looks forward to continuing its legacy of excellence and delivering lasting value to its clients and partners.

In conclusion, Belle Haven Investments exemplifies what it means to be a top-tier asset manager by achieving six-time recognition on the PSN Top Guns list. Their proven success, strategic acumen, and commitment to performance represent the pinnacle of achievement in the investment management industry.