#United States #New York #LSEG Lipper #CrossingBridge #Fund Awards

CrossingBridge Advisors Celebrated with Prestigious Award

On March 13, 2025, CrossingBridge Advisors, LLC was honored at the LSEG Lipper Fund Awards in New York City, receiving the distinguished title of "Best Fixed Income Small Fund Family Group". This accolade recognizes the firm for its exemplary performance in the unpredictable financial landscape over the past three years.

Navigating a Challenging Landscape

The 2025 LSEG Lipper Fund Awards, announced by Otto Christian Kober, Head of Lipper Research, reflect a rigorous evaluation of fund managers who demonstrated sound steering through a tumultuous period. According to Kober, fund managers have faced extraordinary challenges brought by a pandemic, mild recession, rising geopolitical uncertainties, unprecedented inflation, and significant central bank actions, making this recognition all the more meaningful.

“Whether you are new to investing or have decades of experience, the complexities of the market during these years were unforeseen,” Kober remarked. The award shines a spotlight on the disciplined approach adopted by CrossingBridge Advisors, emphasizing the firm’s commitment to delivering consistent performance against a backdrop of turbulence.

David Sherman, the Chief Investment Officer at CrossingBridge, expressed immense pride in receiving this accolade. He stated, "This award is not just a victory for CrossingBridge but a recognition of our team’s hard work and resilience. We have consistently focused on strategies that prioritize our clients’ best interests, particularly during challenging times."

A Focus on Client Success

As of February 28, 2025, CrossingBridge managed assets exceeding $3.6 billion, specializing in investment-grade and high-yield corporate debt while emphasizing ultra-short low-duration strategies. The firm operates on the principle that the return of capital is more crucial than the return on capital, a philosophy that underscores its investment strategy.

Sherman emphasized the dedication needed to navigate the volatility seen in recent years, stating, "Delivering consistent returns during this period required a profound understanding of our market and the agility to adapt quickly to ever-changing conditions." He noted the importance of maintaining discipline, especially when investor sentiment can shift rapidly.

About the LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards have represented a benchmark of excellence in fund performance for over three decades, evaluating firms across 17 countries. This award is based on objective, quantitative criteria that assess risk-adjusted performance. It brings together comprehensive fund data and a proprietary judging methodology to ensure the award's credibility and significance within the investment community.

That such an esteemed honor has been awarded to CrossingBridge illustrates not just success, but a commitment to safety and reliability, priorities for investors navigating today’s complex environment.

Conclusion

As financial markets continue to evolve, CrossingBridge Advisors remains committed to its core philosophy and values, securing its reputation as a leader in fixed income. For investors, this award is a reassurance that their investments are in capable hands, especially in a landscape that can often seem unpredictable. The recognition from the LSEG Lipper awards is a testament to CrossingBridge Advisors' commitment to consistent performance and client-focused strategies that endure the test of time.