Milwaukee, WI— Milwaukee Institutional Asset Management (MIAM), a division of Global Value Investment Corp. announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“Volatility in the market continues to drive investors to actively managed investments like SMAs,” said Chris Volpe, Director of Wealth Management Solutions for Zephyr. “PSN Top Guns provides the intelligence and insight to identify strategies that align with client goals. Milwaukee Institutional Asset Management is a best-in-class performer and worthy of this influential recognition.”
“Inclusion in PSN’s Top Guns List is the result of our team’s continued diligence and commitment to our research process,” said JP Geygan, MIAM Portfolio Manager and Chief Operating Officer. “In all three of our investment strategies, we make high-conviction investments in a limited number of undervalued companies, and the sustained uncertainty in global markets has provided ample opportunities for us to execute our investment discipline. We look forward to continuing to serve our clients as well as onboarding new advisors who would like to utilize our strategy.”
Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
MIAM’s Total Return Value Strategy (TRVS), Concentrated Equity Value Strategy (CEVS), and Focused Fixed Income Value Strategy (FFIVS) were all named to PSN’s Top Guns List, each for multiple awards. Below are the honors that were awarded for each strategy.
Concentrated Equity Value Strategy (CEVS):
- 2 Stars Small Cap Universe
- 3 Stars Small Cap Universe – Best of the Best
- 2 Stars Small Cap Value Universe
- 3 Stars Small Cap Value Universe – Best of the Best
- 2 Stars US Equity Universe
- 3 Stars US Equity Universe – Best of the Best
- 2 Stars US Value Universe
- 3 Stars US Value Universe – Best of the Best
Focused Fixed Income Value Strategy (FFIVS):
- 2 Stars Intermediate Maturity Universe
- 3 Stars Intermediate Maturity Universe – Best of the Best
- 2 Stars US Fixed Income Universe
- 3 Stars US Fixed Income Universe
Total Return Value Strategy (TRVS):
- 2 Stars US Balanced Universe – Best of the Best
- 3 Stars US Balanced Universe – Best of the Best
See below for ranking info and methodology.
1-Star Category: had one of the top ten returns for the quarter in their respective strategy.
2-Star Category: had one of the top ten returns for the one-year period in their respective strategy.
3-Star Category: had one of the top ten returns for the three-year period in their respective strategy.
Bull & Bear Masters: had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
Best of the Best: was the top performer in that category.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.
MIAM’s three strategies are based on value-oriented investment principles that view equity securities as fractional ownership interests in operating enterprises and debt securities as contractual claims on the cash flow and/or assets of an issuer. Rigorous financial statement analysis underpins the investment research process and provides critical context to understand qualitative analytical considerations. Catalysts for price appreciation are expected to be idiosyncratic; as such, associates emphasize the analysis of an issuer’s long-term strategy, management quality, and capital allocation priorities. Regular dialogue with company senior management both before and throughout the investment ownership period is of particular importance. Operational engagement provides a distinct information advantage while allowing the acceleration of value-creation initiatives if necessary.
About Milwaukee Institutional Asset Management
Milwaukee Institutional Asset Management provides portfolio management services to institutional clients through separate accounts and limited partnerships, interfacing either as a subadvisor or third-party advisor through a wide variety of custodians. Please visit www.GVI-Corp.com for more information.
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors rely. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Robby Resendez at PSNdata@informais.com Visit PSN online to learn more.
For Further Information Contact:
Kathleen Mackey
Global Value Investment Corp.
262-478-0640