CHICAGO--(BUSINESS WIRE)--Sterling Partners Equity Advisors (“SPEA”), an SEC Registered Investment Adviser specializing in long-only, small-capitalization equity investment strategies, announced today that it was recognized by Informa Investment Solutions’ PSN manager database as a “Top Gun” investment manager. This is the seventh time in just two years that SPEA has been recognized for its performance across multiple investment categories. SPEA was formed in 2017 as an affiliate of Sterling Partners, a Chicago-based diversified investment management firm.
Investment Philosophy & Decision Making
Led by Chief Investment Officer Kevin Silverman, who has 35 years of institutional equity experience, Sterling Partners Equity Advisors’ investment decision-making process is centered on a research-driven, fundamentals-based effort to estimate the intrinsic value – or “true worth” – of companies. SPEA focuses on companies within the market-capitalization range of the Russell 2000 Value Index and those it believes offer the best total return on a risk-adjusted basis. SPEA constructs extensive financial models of its candidates for purchase, reviews public filings and conference call transcripts, and analyzes competitors, suppliers, and customers to make its best estimate of intrinsic value and expected return. Traditional value investors relying on old school metrics may be missing opportunities.
“We work hard with the goal of achieving good returns for our clients, and we are thrilled to be recognized as a Top Gun Manager,” said Silverman. “Our team is particularly proud of the risk-containment element within our overall strategy. By paying attention to a margin of safety, analyzing risk and the volatility of earnings, we have been able to consistently and successfully offer our clients risk-adjusted returns and value.”
Recent Accolades
For the second consecutive quarter, SPEA was recognized as a “Top Gun Manager” in both its small-cap and large-cap value strategies, with improved rankings from the previous quarter. Informa’s PSN manager database is one of North America’s longest-running databases of investment managers.
“Congratulations to Sterling Partners Equity Advisors on being named a PSN Top Gun,” said Ryan Nauman, Vice President, Product and Market Strategist at Informa Financial Intelligence. “This highly respected ranking spotlights the performance of leading investment managers each quarter.”
SPEA’s achievements over the past two quarters across multiple categories as follows:
SCV Diversified Bull/Bear Small Cap Value Universe
SCV Diversified 3 Stars Small Cap Value Universe
SCV Diversified 3 Stars US Value Universe
QIV Bull/Bear Large Value Universe
QIV 4 Stars Large Value Universe
QIV 5 Stars Large Value Universe
Q4 2018 Accolades*
SCV Diversified Bull/Bear Small Cap Universe
SCV Diversified Bull/Bear Small Cap Value Universe
SCV Diversified 3 Stars Small Cap Value Universe
SCV Diversified 3 Stars US Value Universe
QIV Bull/Bear Large Value Universe
QIV 3 Stars Large Value Universe
Three, four, and five stars are awarded to strategies that, among other criteria, hold the top ten returns in their category for three or more consecutive years. Bull/Bear is awarded to strategies that rise more than the market when the market is up and decline less than the market when the market is down over a three-year period.
About Sterling Partners Equity Advisors: Sterling Partners Equity Advisors (“SPEA”) is an SEC-registered investment advisor specializing in long-only, small-capitalization equity investment strategies. SPEA offers an experienced investment management team coupled with an institutional financial services infrastructure. SPEA’s objective is straightforward: to offer clients risk-adjusted returns in excess of the Russell 2000 Value Index. SPEA’s disciplined and repeatable investment process has been developed over decades of experience, resulting in a long-term track record in small-cap value. Learn more at, http://www.spequityadvisors.com/.
* 3-Star Category: These products rank among the top ten performers within their respective universes, based on returns for the three-year period.
4-Star Category: These products had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, returns must have exceeded the appropriate 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.
5-Star Category: These products had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than 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.
Bull & Bear Masters: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have 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.
