SAN ANTONIO, TX – May 25, 2016 – South Texas Money Management announced today that for the three-year period ended March 31, 2016, it has been recognized with Top Guns status by Informa Investment Solutions' PSN manager database. STMM was recognized in the Top Guns category, ‘Bull and Bear Masters.’
“I am proud of our achievements at South Texas Money Management in limiting downside risk for our clients,” said Jeanie Wyatt, CFA®, CEO and Chief Investment Officer at South Texas Money Management, Ltd. “The ‘Bull and Bear Masters’ category recognition among the Top Guns, which measures upside and downside capture over a three-year period, is confirmation that our deep bench of financial professionals (including 8 CFAs® charterholders, 5 CFP® professionals, 7 MBAs, 2 JDs and one Ph.D.) and in depth research and strategic diversification are producing longer-term risk adjusted performance.”
Wyatt continued, “We manage our stock portfolios with disciplined diversification in order to achieve these results. All investors need to understand that wealth is accumulated by a long- term strategy where downside risk is mitigated. We invest in individual stocks, both value and growth, large, mid, and small cap stocks of both US and International companies, with a strong emphasis on sector control.”
Utilizing a proprietary blend of Informa Investment Solutions’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes.
For Bull and 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 and Bear Masters.
“This is what our investment process is designed to do, and it is always gratifying to be recognized by PSN as a Top Gun,” said Dr. Jim Kee, Ph.D., President and Chief Economist at South Texas Money Management, Ltd.
"The PSN Top Guns ranks products in six proprietary star categories in over 50 universes," said Leno Toich, Managing Director of Informa Investment Solutions. "This data-driven award recognizes elite performers on the leading investment manager database in North America and provides high-level exposure to hundreds of institutional clients and investors across our platform.”
The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns.
About South Texas Money Management, Ltd.
South Texas Money Management (STMM) is a registered investment advisory firm that helps clients build wealth over time so they can accomplish important goals. STMM becomes the clients’ advocate in those goals. STMM was founded in 2000 by Jeanie Wyatt, CFA®. As of March 31, 2016, STMM managed approximately $2.8 billion in assets including equity, fixed income, and balanced asset classes for individuals, trusts, retirement plans, charitable foundations and endowments, as well as for bank trust departments and other institutions. Based in San Antonio, STMM has additional offices in Austin, Corpus Christi, Dallas, and Houston.
About Informa Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Posted on Wed, May 25, 2016
by Danny Aleman