White Pine Capital® Small Cap Strategy Achieves Prestigious PSN Ranking for Q2 2026
In a noteworthy achievement for asset management firms, White Pine Capital® has proudly announced that its Small Cap strategy has made it to the distinguished PSN Top Guns List, recognized for its outstanding performance among separate accounts, managed accounts, and ETF strategies for the second quarter of 2026. This prestigious honor reflects the strategy's exceptional returns in the highly competitive US Core Universe and Small Cap Core Universe categories.
The Small Cap strategy secured the number one position in the PSN US Core Universe, highlighted by its impressive ranking against 696 other products from 271 firms for both the one-year and three-year periods leading up to the second quarter of 2026. Tim Madey, Chief Investment Officer and lead manager of this strategy, expressed his gratitude, noting that it is fulfilling to assist clients in meeting or exceeding their investment goals.
Completing the recognition, White Pine Capital also showcased the best returns in the PSN Small Cap Core Universe, a group of 151 products and 123 firms. This list, published by YCharts, remains one of the premier resources for investors and asset managers alike.
White Pine Capital's Small Cap strategy boasts a remarkable 26-year history of success, having been recognized as a PSN Top Gun award winner for seventeen quarterly periods since 2018. The firm's investment team, comprised of experienced professionals such as Tim Madey, Charlie Bellows, Mike Wallace, and the newest addition, Randy Scherago, has dedicated itself to crafting investment strategies that yield strong performance for their clients.
Sean Brown, the President and CEO of YCharts, extended his congratulations to the latest PSN Top Guns winners, emphasizing the demanding market environment which many faced. He acknowledged that the quarter posed unique challenges, as market sentiments shifted, putting seasoned investment managers to the test. The noteworthy distinction of this quarter's winners lies in their disciplined approaches and adept navigation of uncertainties, delivering strong results in a time of market turmoil.
The PSN Top Guns List is determined through a combination of proprietary performance metrics that constitute six categories across over 75 universes, and White Pine's Small Cap strategy earned this prestigious recognition by recording one of the top ten returns in its respective strategies during this evaluated period.
For more details about the illustrious PSN Top Guns List and the methodology utilized, you can visit the PSN website at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp.
About White Pine Capital®: Based in Bloomington, Minnesota and Purcellville, Virginia, White Pine Capital operates as an independent registered investment advisor, officially recognized by the Securities and Exchange Commission since 2000. Under the leadership of President Michael Wallace, CFA, and Chief Investment Officer Timothy Madey, the firm extends comprehensive fee-based discretionary investment advisory services to high-net-worth individuals, family offices, and institutional entities.
About PSN: As a critical resource for investment professionals for over four decades, PSN hosts a comprehensive SMA database, featuring thousands of products and firms. This powerful database enables users to analyze performance, compliance, and various offering attributes, essential for successful investment strategies.
About YCharts: YCharts is an industry-leading investment research and client engagement platform that empowers financial advisors and asset managers to make informed investment decisions. With a dedicated community of over 15,000 financial professionals, YCharts has received numerous accolades, including recognition as a "Software All-Star" and inclusion in the Inc. 5000 list of America's fastest-growing private companies. More information can be found at www.ycharts.com.
The Small Cap strategy secured the number one position in the PSN US Core Universe, highlighted by its impressive ranking against 696 other products from 271 firms for both the one-year and three-year periods leading up to the second quarter of 2026. Tim Madey, Chief Investment Officer and lead manager of this strategy, expressed his gratitude, noting that it is fulfilling to assist clients in meeting or exceeding their investment goals.
Completing the recognition, White Pine Capital also showcased the best returns in the PSN Small Cap Core Universe, a group of 151 products and 123 firms. This list, published by YCharts, remains one of the premier resources for investors and asset managers alike.
White Pine Capital's Small Cap strategy boasts a remarkable 26-year history of success, having been recognized as a PSN Top Gun award winner for seventeen quarterly periods since 2018. The firm's investment team, comprised of experienced professionals such as Tim Madey, Charlie Bellows, Mike Wallace, and the newest addition, Randy Scherago, has dedicated itself to crafting investment strategies that yield strong performance for their clients.
Sean Brown, the President and CEO of YCharts, extended his congratulations to the latest PSN Top Guns winners, emphasizing the demanding market environment which many faced. He acknowledged that the quarter posed unique challenges, as market sentiments shifted, putting seasoned investment managers to the test. The noteworthy distinction of this quarter's winners lies in their disciplined approaches and adept navigation of uncertainties, delivering strong results in a time of market turmoil.
The PSN Top Guns List is determined through a combination of proprietary performance metrics that constitute six categories across over 75 universes, and White Pine's Small Cap strategy earned this prestigious recognition by recording one of the top ten returns in its respective strategies during this evaluated period.
For more details about the illustrious PSN Top Guns List and the methodology utilized, you can visit the PSN website at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp.
About White Pine Capital®: Based in Bloomington, Minnesota and Purcellville, Virginia, White Pine Capital operates as an independent registered investment advisor, officially recognized by the Securities and Exchange Commission since 2000. Under the leadership of President Michael Wallace, CFA, and Chief Investment Officer Timothy Madey, the firm extends comprehensive fee-based discretionary investment advisory services to high-net-worth individuals, family offices, and institutional entities.
About PSN: As a critical resource for investment professionals for over four decades, PSN hosts a comprehensive SMA database, featuring thousands of products and firms. This powerful database enables users to analyze performance, compliance, and various offering attributes, essential for successful investment strategies.
About YCharts: YCharts is an industry-leading investment research and client engagement platform that empowers financial advisors and asset managers to make informed investment decisions. With a dedicated community of over 15,000 financial professionals, YCharts has received numerous accolades, including recognition as a "Software All-Star" and inclusion in the Inc. 5000 list of America's fastest-growing private companies. More information can be found at www.ycharts.com.
Topics Financial Services & Investing）
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