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Zephyr’s PSN Top Guns List for Q4 2024

In an eagerly awaited announcement, Zephyr, a subsidiary of Informa plc, has revealed its PSN Top Guns List for the fourth quarter of 2024. This list serves as a crucial reference for plan sponsors, investors, and asset managers, spotlighting the top performers in separate accounts, managed accounts, and managed ETF strategies for the quarter.

Market Conditions

Nick Williams, the PSN Product Manager, describes the final quarter of 2024 as one marked by volatility combined with resilience. He emphasizes that achieving success in such turbulent markets demands not only extensive research but also dedicated execution and disciplined strategies. As the market landscape evolves at a rapid pace, the PSN Top Guns acknowledges the talent and expertise of the teams leading the charge towards the growth of Separately Managed Accounts (SMAs).

Ryan Nauman, Zephyr’s Market Strategist, added that despite two interest rate cuts by the Federal Reserve during the quarter, market challenges persisted. The Bloomberg U.S. Aggregate index fell by 3.06%, as inflation proved to be stubborn and the Fed’s stance on aggressive rate cuts was less optimistic than anticipated.

Key Performers

The PSN Top Guns for Large Growth, Japan, and High Yield Universes featured some impressive strategies:

1. Large Growth Universe:
- Morgan Stanley Investment Management: Advantage (+20.4% for the quarter)
- Barton Investment Management: Barton Focused Growth (+20.2% for the quarter)
- Lord, Abbett & Co.: Growth Equity (+13.6% for the quarter)

2. Japan Universe:
- Goldman Sachs Asset Management: Japan Strategic Equity (+5.0% for the quarter)
- GMO: Usonian Japan Value Strategy (+4.9% for the quarter)
- T. Rowe Price: Japan Equity Strategy (-0.7% for the quarter)

3. High Yield Universe:
- Arena Capital Advisors: Arena Strategic Short Duration High Yield Composite (+5.8% for the quarter)
- Loomis, Sayles & Company: Opportunistic Securitized Credit (+5.1% for the quarter)
- Pacific Income Advisors: High Yield (+1.8% for the quarter)

Promotional and Market Intelligence Package

To further bolster the recognition of top managers, Zephyr has introduced a comprehensive promotional program called PSN Manager Advantage. This initiative includes robust market intelligence tools and marketing efforts designed to enhance visibility for individual SMAs through dedicated landing pages and actionable insights derived from the PSN Database.

Conclusion

The PSN Top Guns List is not just a catalogue of top performers but reflect the dedication and expert strategies driving positive outcomes in complex market conditions. As institutions and investors navigate through fluctuating economic landscapes, lists like these play a vital role in informed decision-making. For complete details and methodologies behind the rankings, Zephyr encourages interested parties to visit their official website.

For over 40 years, PSN has been a key resource for asset managers, boasting a database that includes over 2,800 firms with detailed assets, compliance, and key personnel insights. Whether it’s about becoming part of the PSN database or subscribing to their data offerings, Zephyr continues to lead in asset and wealth management solutions.