#USA #Dallas #PSN Top Guns #Lear Investment Management #Global Vigilance

Lear Investment Management Achieves Recognition in PSN Top Guns Awards

Lear Investment Management has proudly announced the successful inclusion of three of its separate managed account (SMA) strategies in the esteemed PSN Top Guns List, published by Zephyr. This recognition highlights their exceptional performance across the competitive landscape of investment strategies for the third quarter of 2025.

Key Highlights of the Awards

The PSN Top Guns List serves as a key benchmark in the investment industry, showcasing the best-performing separate accounts, managed accounts, and exchange-traded fund (ETF) strategies. In the latest ranking, Lear's LIM Global Vigilance Tilt strategy, characterized by its aggressive risk approach, secured the second position within the one-year category when evaluated against 435 other strategies in the Global/International Balanced Universe.

LIM Global Vigilance, which adopts a moderate risk profile, also received accolades by ranking fourth in the same category, trailing only behind its more aggressive counterpart, LIM Global Vigilance Tilt. Moreover, the LIM Global Vigilance Conservative strategy ranked eighth, showcasing its robust performance amid conservative risk considerations.

Rick Lear, the Founder and Chief Investment Officer, stated, "This independent recognition by Zephyr/PSN reflects our team's commitment to serving client objectives. It signifies that investing is evolving, and it's essential to move beyond generic index-hugging strategies toward a more concentrated investment approach that effectively addresses investor needs."

Market Overview and Performance

According to PSN Product Manager Nick Williams, the third quarter of 2025 experienced strong market gains, presenting a favorable environment for active managers. He emphasized that the PSN Top Guns managers effectively capitalized on the broad market rally while skillfully navigating the subtle policy shifts by the U.S. Federal Reserve. Their strategic positioning across asset classes highlighted the distinct value of active management in SMAs, allowing them to not only participate in market gains but to seize opportunities across an expanding set of investment options.

These strong endorsements for Lear’s strategies affirm the firm’s expertise in identifying and capitalizing on macroeconomic trends and market opportunities. They utilize a disciplined approach to tactical asset allocation, which encompasses global equities, fixed income securities, commodities, real estate investment trusts (REITs), master limited partnerships (MLPs), and liquidity management.

About Lear Investment Management

Founded with a commitment to research-driven investment solutions, Lear Investment Management is an SEC-registered advisor based in Dallas. The firm designs and customizes portfolios aimed at delivering superior risk-adjusted returns throughout market cycles. The award-winning strategies align with their overarching philosophy of embracing innovation and critical thinking in investing.

Conclusion

The recognition from the PSN Top Guns List underscores Lear Investment Management's dedication to excellence in portfolio management. The firm’s focus on adaptability and responsiveness to market dynamics continues to redefine strategic investment practices, ensuring that client interests remain paramount. Investors seeking thoughtful and robust portfolio strategies can look to Lear’s top-ranking approaches as a pathway to potentially enhanced returns.

For the complete list of the PSN Top Guns results and methodology, please visit PSN Top Guns.