TOP GUNS PSN MID CAP VALUE UNIVERSE PERIODS ENDING JUNE 30, 2021
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. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the five-year period ending June 30, 2021. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending June 30, 2021. 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 performers for the latest three-year period become the 5 STAR TOP GUNS.
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Returns presented are for the Ballast Quality Value Mid Cap composite. Ballast Equity Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of the CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Click here for a GIPS report on the Ballast Quality Value Mid Cap composite.
(*) Style Benchmark
The PSN Mid Cap Value universe is comprised of 105 firms and 135 products