#United States #Bloomington #PSN Top Guns #White Pine Capital #Small Cap Strategy

White Pine Capital's Small Cap Strategy: A Beacon of Performance

In an impressive display of investment prowess, White Pine Capital® has earned recognition on the prestigious PSN Top Guns List for Q1 2026. This accolade highlights the exceptional performance of their Small Cap strategy, which ranked first within the US Core Universe category, encompassing a competitive field of 695 products from 268 firms. This accomplishment reflects a truly remarkable year in investment, showcasing the results for the year leading into the first quarter of 2026.

Exceptional Rankings and Returns

The Chief Investment Officer and lead manager for the strategy, Tim Madey, expressed enthusiasm about this recognition, noting its significance for their clients. The Small Cap strategy notably achieved top-ranked returns not only for the quarter but also for one-year, three-year, and ten-year periods in the PSN Small Cap Core Universe. This universe includes 151 products and emphasizes the strategy's outstanding consistency and effectiveness over an extended timeframe.

Navigating a Dynamic Market

Tim Madey emphasized the contributions of portfolio companies engaged in diverse sectors including optical communications, semiconductors, aerospace, energy, industrial systems, and healthcare. The market environment of Q1 2026 was complex, characterized by uncertainty exacerbated by geopolitical issues late in February, such as the military actions in Iran. Despite these challenges, White Pine Capital's team effectively leveraged both the risks and opportunities presented in this shifting landscape.

Nick Williams, the PSN Product Manager, pointed out that the quarter tested many active managers. The best of them, like those listed in the PSN Top Guns, demonstrated agility and strategic foresight in responding to the evolving market dynamics, which included instability driven by geopolitical tensions and inflationary concerns. Such strategic navigation is vital in maintaining robust performance and client trust.

A Long-Standing Legacy

White Pine Capital has been delivering impressive investment results for 26 years, and their Small Cap strategy has been awarded the Top Gun designation in fifteen quarters since 2018. The team running this strategy consists of experienced professionals, including Mike Wallace, Charlie Bellows, and recent addition Randy Scherago. Their collective expertise forms a strong foundation for executing successful investment strategies.

The Importance of Performance Recognition

Recognized as one of the most significant references for investors and managers, the PSN Top Guns list, published by Zephyr, takes a data-driven approach based on performance across various categories and universes. White Pine Capital's latest accolade reinforces its commitment to excellence in investment management, aiming to serve high-net-worth, family office, and institutional clients effectively.

For those interested, the complete list and further details regarding the PSN Top Guns awards methodology can be found here.

About White Pine Capital®

Founded in 2000, White Pine Capital operates offices in Bloomington, Minnesota, and Purcellville, Virginia. As an independent registered investment advisor, the company prides itself on providing tailored investment advisory services. The leadership team, including Michael Wallace as President and Timothy Madey as Chief Investment Officer, firmly establishes the firm's vision to foster positive portfolio performance for diverse clients.

In summary, White Pine Capital® has not only demonstrated remarkable success in the face of adversity but also carved a notable spot in the hearts and portfolios of its clients. Investors will surely keep a keen eye on how the Small Cap strategy continues to evolve, especially in today's volatile economic landscape.