#United States #PSN Top Guns #Rye Brook #Belle Haven Investments #Manager of the Decade

Belle Haven Investments: A Decade of Excellence

Belle Haven Investments, a distinguished name in the realm of asset management, has recently achieved remarkable recognition as five-time winner of the PSN Top Guns "Manager of the Decade." This accolade highlights the firm’s consistent performance and commitment to excellence in managed accounts and ETF strategies over a lengthy ten-year period, concluding in Q4 2024.

Unparalleled Achievements

The PSN Top Guns List celebrates the best-performing separate accounts, managed accounts, and managed ETF strategies. In its latest reveal for Q4 2024, Belle Haven’s flagship strategy, Muni PLUS, stood out in the Municipals Universe, marking its fifth consecutive recognition as Manager of the Decade. Additionally, the firm’s Taxable PLUS strategy has successfully clinched this honor in both the Core Fixed Income and US Fixed Income categories for six consecutive years. Taxable Ladder PLUS also received accolades in the same categories, further solidifying Belle Haven's reputation in the fixed income landscape.

Matt Dalton, CEO and CIO of Belle Haven Investments, expressed immense pride in the firm’s achievements, stating, "We take great pride in our ability to navigate the fixed income markets with precision. Our strategies reflect both rigorous research and a commitment to our clients’ needs."

Strategies Behind the Success

The firm's prominence is rooted in its innovative investment approaches coupled with a deep understanding of market dynamics. Belle Haven Investments specializes in separately managed accounts tailored to both taxable and tax-exempt portfolios. Among the standout strategies:

• - Muni PLUS: This actively managed separate account focuses on tax-exempt municipal bonds and is recognized as the flagship strategy of Belle Haven. Its consistent performance has earned it repeated acclaim.
• - Taxable PLUS: Operating as a core fixed income strategy, Taxable PLUS invests in taxable municipal bonds, corporate bonds, agencies, and treasuries. It has garnered the Manager of the Decade title ten times, a testament to its effectiveness over the decade.
• - Taxable Ladder PLUS: Targeting an Intermediate Government/Credit aspect, this strategy has also collected accolades for its impressive returns, placing it in the Core Fixed Income Universe spotlight.

Performance Metrics

The Manager of the Decade title is not merely a title but a reflection of statistical excellence. For a strategy to earn this distinction, it must exhibit an R-squared value of 0.80 or greater concerning the style benchmark for the latest ten-year period, along with superior returns and standard deviations that are lower than the benchmark averages. Belle Haven's strategies met and surpassed these stringent criteria, proving its profound expertise and unwavering commitment to clients.

Furthermore, the Taxable Ladder PLUS and Taxable PLUS strategies were awarded PSN Top Guns 6 Stars, indicating their outstanding performance metrics over a recent five-year span.

Market Challenges and Adaptations

As noted by PSN Product Manager Nick Williams, the landscape of the financial markets, particularly throughout 2024, was marked by volatility yet underscored by resilience. "Success in these markets required relentless effort, rigorous research, and disciplined execution," Williams stated, spotlighting the challenges faced by asset managers in the current environment.

Belle Haven's strategic maneuvers amidst these market conditions are indicative of a robust and adaptive operational philosophy. Establishing a solid plan while anticipating shifts in market sentiment has been key to their success.

Conclusion

Belle Haven Investments exemplifies excellence in the investment management industry, characterized by a combination of well-researched strategies, a commitment to performance, and a dedication to client service. The firm’s multiple recognitions as PSN Top Guns Manager of the Decade position it at the forefront of asset management, granting clients the confidence and assurance needed in today’s complex economic climate.

For more information about Belle Haven Investments and their award-winning strategies, visit bellehaven.com.