Accuvest Global Advisors has again been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
Accuvest’s AlphaBrands Core Equity Strategy was honored with 2 stars in the Large Cap Core Equity Universe which translates to the strategy being a top performer over the trailing 1-year period. This is particularly noteworthy given the difficult equity markets over the last 1 year. A testament to the multi-pronged approach to investing in leading global brands. Alpha Brands Core equity strategy utilizes a multi-factor approach and selects a focused portfolio of brands across three important style factors: strong growth and margins (Operating Kings), high dividend and FCF yields (Sustainable Yielders), and price momentum leaders.
“Receiving the two-star designation from PSN is yet another proof-point that top global brands can be attractive investments, even in difficult economic and macro environments. In a world where inflation and rates should stay a bit higher for longer, pricing power and free cash flow generation are paramount…this is an ideal set-up for leading brands” says Dave Garff, CIO of Accuvest. “Consumption is a $40+ trillion annual market which makes the thematic the ideal core equity choice, and brand relevancy drives our consumption habits” says lead Portfolio Manager, Eric Clark.
For Advisors who utilize Separately Managed Accounts and/or model delivered SMA’s, the Core Brands strategy is available across a variety of top SMA platforms. For those who prefer active mutual funds, our team sub-advises a fund through Catalyst Funds called Dynamic Brands, HSUTX. Both strategies invest in iconic and highly relevant brands around the globe. Many of these brands are the household names we spend our time and money on each year. Brands Matter.
Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors.
Top Guns 2 Stars:
Accuvest’s strategy was named Top Gun for the U.S. Large Cap Core Universe, meaning the strategy was a top performer over the trailing 1-year period. Moreover, the strategy’s returns exceeded the S&P 500 benchmark for the one year, three years, and since 9/2016 inception periods as of 7/31/2023.
About Informa Financial Intelligence’s Zephyr:
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
Top Gun rating definition: Top Gun Rating System
Disclosure:
This information was produced by Accuvest and the opinions expressed are those of the author as of the date of writing and are subject to change. Any research is based on the author’s proprietary research and analysis of global markets and investing. The information and/or analysis presented have been compiled or arrived at from sources believed to be reliable, however the author does not make any representation as their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Some internally generated information may be considered theoretical in nature and is subject to inherent limitations associated therein. There are no material changes to the conditions, objectives or investment strategies of the model portfolios for the period portrayed. Any sectors or allocations referenced may or may not be represented in portfolios managed by the author, and do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that any investments in sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. The charts depicted within this presentation are for illustrative purposes only and are not indicative of future performance. Past performance is no guarantee of future results.