VGI Named to PSN Top Gun Q2 23
Validus Growth Investors Named to PSN Top Guns List of Best Performing Strategies for Q2 2023 Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies
San Diego, CA—September 5, 2023—Validus Growth Investors 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,” says 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. Validus’ Global Growth Strategy is a best-in-class performer and worthy of this influential recognition.”
Validus Growth’s Global Growth Strategy 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.
“It’s always nice to be recognized for exceptional quarterly and annual performance relative to our peer group,” states Mark Scalzo, Managing Partner and CIO for Validus Growth Investors. “Having been continuously implemented for over 10 years, our VG Global Growth strategy is ranked #1 since inception in our PSN category and continues to demonstrate that seeking out market and company-specific inflections can deliver differentiated results for our clients over time.”
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’s Global Growth strategy received Top Gun 1- and 2-star ratings, meaning our strategy
- had one of the top ten returns for the quarter in their respective strategy.
- had one of the top ten returns for the one-year period in their respective strategy.
“As many investors look inward for opportunities, staying close to home in an uncertain world, we think it’s a great time to look outward as well to non-US markets.” says Mr. Scalzo. “At Validus, we let the individual opportunities speak for themselves in the idea generation phase, regardless of geography, sector or index weight. We think this unbiased perspective allows us to uncover opportunities hiding in plain sight wherever they reside.”
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.
Validus Growth Advisors LLC, is a multi-strategy asset manager, founded in 2012, by leaders with over five decades of combined experience in investment banking and institutional asset management. Our mission is to help wealth advisors, family offices, non-profits and institutions deliver superior risk adjusted investment results at every opportunity.
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.
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.