Validus Growth Investors Named to PSN Top Guns List of Best Performing Strategies for Q3 2022
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies
San Diego, California—December 07, 2022— Validus Growth Investors, LLC, 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 Q3 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution, who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. “Validus Growth Investors has done remarkable work and we are pleased to include them as a top performer.”
Validus Growth Investors’ MA Global and International Equity Universe strategies seek growth and capital appreciation by generally holding 35 securities with compelling growth stories, and convincing positive buying behaviors, while implementing stock-specific risk management tools.
“From time to time, it’s nice to have independent third-party verification of what we know to be the reality for our clients – consistent idea generation, validated through our time-tested proprietary process, delivers superior results relative to our peers over time.” said Mark Scalzo, CIO.
Through a combination of 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.
Validus Growth Investors’ MA Global Equity strategy received a Top Gun 1 star rating and the MA International Equity strategy received a Top Gun 1,4, and 5 star rating.
Global Growth
One of the top ten returns for the quarter in our respective strategy.
International Growth
One of the top ten returns for the quarter in our respective strategy.
Had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.
Had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns.
Global Growth
Seeks growth and capital appreciation by generally holding 35 securities with compelling growth stories and convincing positive buying behaviors while implementing stock-specific risk management tools.
International Growth
Seeks growth and capital appreciation by generally holding 35 securities with compelling growth stories and convincing positive buying behaviors while implementing stock-specific risk management tools.
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.
About Validus Growth Investors
In a world where markets move faster than you can react, you need active investment management. For over a decade, Validus Growth Investors has been finding innovative ways to identify, validate and execute emerging points of inflection as they unfold. This is why our research spans every type of investment—from private early-stage US businesses to publicly traded global companies across every asset class—delivered in every format, including separately managed accounts and 40 act funds to customized derivative strategies designed to match any risk profile, investment objective and market condition. Our collective work across the universe of asset classes informs every investment we make. The technical term is Active Alpha and it’s why you need an active manager like Validus Growth Investors working for you.
Click here to see how you can add our brand of active Investment management to your portfolios.
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. 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 Margaret Tobiasen at Margaret.tobiasen@informa.com. Visit PSN online to learn more.
Validus Growth Investors, LLC seeks to invest in companies at every stage of their growth. From startups to publicly traded companies, our research identifies inflection points that have the potential to produce meaningful growth and income for the clients we serve.
Investment Advisory Services are offered through Validus Growth Investors, LLC (“Validus”), an SEC Registered Investment Adviser. No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any security or any investment product of Validus. Validus does not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Intended for educational purposes only and not intended as individualized advice or a guarantee that you will achieve a desired result. Opinions expressed are subject to change without notice. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results.