Performance Awards

Disclaimers 

IQI Global Equities currently has one client invested in the strategy.  IQI US Microcap currently has two clients invested in the strategy.  IQI Small Cap Strategy currently has two clients invested in the strategy.  PSN was not compensated for the awards other than licensing the PSN award logos depicted. The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant.
1 STAR CATEGORY: These top performers are strictly based on current quarter returns. 

2 STAR CATEGORY: These top performers are strictly based on returns for the one-year period. 

3 STAR CATEGORY: These top performers are strictly based on returns for the three-year period.

Bull & Bear Masters: Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three-year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three-year period, and Downside Market Capture ratio of 100 or less for the latest three-year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters.