3 PSN Top Guns Designations Awarded to Dana

We believe the greatest measure of success is our ability to meet clients’ investment objectives. However, a close second is recognition as a best-in-class manager among our peers. 

We’re thrilled to announce that three of our investment strategies were named to the PSN Top Guns List^† of best performing separate accounts, managed accounts, and managed ETF strategies for 3Q 2023. 

★★★★★
Concentrated Dividend Equity
5 Stars, Large Value Universe

★★★
Unconstrained Equity
3 Stars, Large Growth Universe

★★
All Cap Equity
2 Stars, All Cap Equity Universe

Published quarterly by Zephyr, the highly anticipated PSN Top Guns Awards act as one of the most important references for investors and asset managers. Rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1 - 6 stars.

We’re proud of these three equity strategies’ notable 3Q rankings and already hard at work with the goal of achieving similarly strong rankings and results for our investors in 4Q.

^† 5-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded 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. 3-Star Category: had one of the top ten returns for the three-year period in their respective strategy. 2-Star Category: had one of the top ten returns for the one-year period in their respective strategy.