Norfolk, Virginia, November 20, 2022: Wilbanks Smith & Thomas has the pleasure of announcing that WST Capital Management, the ETF strategy division of WST offering a platform of risk-managed, model-based asset class investment solutions, has been named to the PSN Top Guns List of best-performing separate accounts, managed accounts, and managed ETF strategies for Q3 2022. The 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. “WST Capital Management has done remarkable work and we are pleased to include them as a top performer.”

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. WST Capital Management’s Credit Select Risk-Managed strategy was named the following ratings:

Top Gun 1 rating: CSRM had one of the top ten returns for the quarter in their respective strategy.

Top Gun 2 rating: CSRM had one of the top ten returns for the one-year period in their respective strategy. 

Top Gun 3 rating: CSRM had one of the top ten returns for the three-year period in their respective strategy.

The CSRM strategy offers a risk-managed framework for fixed income investing, with the objective of harvesting high income while tactically managing credit risk.

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 PSN

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 Margaret Tobiasen at [email protected]

 

 

Besides attributed information, this material is proprietary and may not be reproduced, transferred or distributed in any form without prior written permission from WST. WST reserves the right at any time and without notice to change, amend, or cease publication of the information. This material has been prepared solely for informative purposes. The information contained herein may include information that has been obtained from third party sources and has not been independently verified. It is made available on an “as is” basis without warranty. This document is intended for clients for informational purposes only and should not be otherwise disseminated to other third parties. Past performance or results should not be taken as an indication or guarantee of future performance or results, and no representation or warranty, express or implied is made regarding future performance or results. This document does not constitute an offer to sell, or a solicitation of an offer to purchase, any security, future or other financial instrument or product.

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