South Texas Money Management (STMM) Named One of Ten PSN “Bull & Bear Masters” for Investment Performance by Informa Investment Solutions

SAN ANTONIO, TEXAS – February 23, 2015 – South Texas Money Management announced it was named one of ten PSN “Bull & Bear Masters” in the PSN Global equity category, based on firms’ upside/downside capture ratios for the three-year periods ending December 31, 2014.

 

Jeanie Wyatt, CFA®, CEO & Chief Investment Officer of South Texas Money Management said, “At South Texas Money Management, our discipline is to be strategically diversified at all times. We work to accomplish this, not with portfolios of mutual funds, but with fifty-to-sixty highly researched individual stocks that provide exposure to both growth and value investment styles, domestic and international companies, all market capitalizations and no big sector bets. The goal with this strategy is to limit downside risk, what the consultants call good upside and downside capture ratios. This ‘Bull & Bear Masters’ designation is a nice confirmation that we are achieving that goal."

 

Jim Kee, Ph.D., President and Chief Economist added, “STMM takes the stewardship of our client’s investment portfolios very seriously.  Our disciplined strategy of diversification across multiple facets has always placed just as much emphasis on protecting capital during equity market disruptions as it has on participating in rising markets during the good times.”

 

Kee continued, “Attributing to our successful strategy execution is our deep bench of investment professionals that includes 8 CFA® charterholders, 5 CFP® professionals, 8 MBAs, 2 JDs, and one Ph.D. I want to congratulate our entire team for helping STMM earn this prestigious award.”

 

On numerous occasions, PSN has named STMM a “Top Gun” for quarterly performance in their style. STMM was also named “Top Guns of the Decade” for the ten-year period ending December 31, 2010.

 

About PSN Top Guns Bull & Bear Masters Ranking

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 a three year period ending September 30, 2014 and December 31, 2014. 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 Informa Investment Solutions PSN Bull & Bear Masters.

 

About South Texas Money Management

STMM was founded in 2000 by Jeanie Wyatt, CFA®. As of December 31, 2014, STMM managed approximately $2.6 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, Houston, Dallas and Corpus Christi.