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Informa Intelligence
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SMA Managers of the Decade: U.S. Core Universe

The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top ten performers for the latest 10 year period become the PSN Top Guns Manager of the Decade.

Product assets (MM$): these are the latest assets reported by the managers in PSN as of 2/15/2018.

View more Top Guns Managers of the Decade

The Investment Manager Top-Guns is powered by PSN, an investment manager database and is a division of Informa Investment Solutions, Inc. Both PSN and are owned by Informa, PLC.

ManagerFund TypeRORExcess RORStd DevPRODUCT ASSETS ($mil)
Atlanta CapitalHigh Qual. Smcap133.915.8$2,122
Kayne AndersonMid Cap Core10.9215.1$443
Kayne AndersonSmMid Cap Core10.81.915.8$1,992
Princeton Cap.Core Equity10.81.714.2$113
Nicholas CompanyEquity Income10.71.815.4$506
Martingale AssetLow Vol LgCap+10.71.312.4$4,904
Fiduciary MilwauAll Cap10.61.815.2$262
London Co.Core10.51.514.6$2,860
Markston Int'lS&P 500 Active10.31.615.9$41
Neuberger BermanBolton Equity10.21.314.6$3,210
S&P 500(*)8.5016.1
PSN E-Core Equity(**)
PSN M-Core Equity(**)8.5016.5
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