#United States #Bloomington #Investment Strategies #PSN Top Guns #White Pine Capital

White Pine Capital Shines in PSN Top Guns List

White Pine Capital® has made headlines by being recognized on the prestigious PSN Top Guns List for Q4 2025, a notable accolade that highlights the best-performing separate accounts and managed investment strategies. This acknowledgment, published by Zephyr, serves as a vital benchmark for both investors and asset managers in the financial landscape.

According to Nick Williams, PSN Product Manager, White Pine Capital has proven its mettle through significant market fluctuations, including events like the COVID-19 pandemic, the Brexit referendum, and the ongoing challenges shaped by the US-China trade relationship. Williams noted that successful asset managers like those at White Pine have adapted to the changing tides of the market, illustrating the critical role active management plays in providing value to investors.

Timothy Madey, the Chief Investment Officer at White Pine, expressed pride in the recognition, stating, "Our team is honored to be acknowledged for our quarterly, one-, and three-year investment returns. It is rewarding to assist our clients in surpassing their investment goals by focusing on superior management teams and businesses." Furthermore, the firm’s long-term performance is showcased by its impressive five- and ten-year results.

White Pine Capital's investment team boasts an impressive 26-year history, with its Small Cap strategy being recognized as a PSN Top Gun award recipient in fourteen quarters since 2018. This strategy emphasizes investing in small public companies that are often mispriced or misunderstood. The firm's approach emphasizes identifying companies backed by solid management teams, feasible business strategies, and robust financial structures.

By utilizing PSN's proprietary performance metrics, the PSN Top Guns awards are categorized into six distinct areas, encompassing over 75 universes that monitor consistent performance over time. In the latest list, White Pine Capital's Small Cap strategy achieved outstanding returns, ranking among the top performers in specific categories—including the PSN Small Cap Core category, which features 156 products.

Additionally, the strategy earned distinctions within the US Core Universe, competing with 695 products for both quarterly and yearly performance, and in the broader US Equity Universe of 2,643 products for the quarter.

For those interested in exploring the complete list of PSN Top Guns and the comprehensive methodology behind it, full details can be found on the Zephyr website.

About White Pine Capital®

Based in Bloomington, Minnesota, and Purcellville, Virginia, White Pine Capital stands as an independent registered investment advisor recognized by the Securities and Exchange Commission. The firm was co-founded by Michael S. Wallace, CFA, who invited his Cornell MBA classmate Tim Madey to join him in managing the company after other co-founders, Dennis Senneseth, CFA, and Paula Gilmore, retired. Today, White Pine Capital delivers fee-based discretionary investment advisory services catered to high-net-worth individuals, family offices, and institutional clients.

About PSN

For over 40 years, PSN has been a premier resource for investment professionals, allowing asset managers to effectively reach both institutional and retail investors. With a database that includes over 2,800 firms and 21,000 products, PSN provides invaluable insights into market trends and asset management strategies, including their acclaimed PSN Outlook eBook series.

In summary, White Pine Capital’s recognition on the PSN Top Guns list not only underscores their successful investment strategies but also highlights the dynamic capabilities of their investment team in navigating through uncertain markets effectively. By focusing on informed management strategies and clear investment objectives, they continue to make significant strides in the financial industry.