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Wakefield Large Cap Equity Portfolio Named Top-Performing Manager by Pensions & Investments

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Media & Awards

Englewood, CO, February 22, 2016 – Wakefield Asset Management, LLLP, is pleased to announce that our Wakefield Large Cap Equity Portfolio was named as a Top-Performing Manager by Pensions and Investments Magazine for performance returns as of the fourth quarter 2015. The Large Cap Portfolio is managed by G. Todd Gervasini, the President and Chief Investment Officer for Wakefield Asset Management.

Wakefield Asset Management, LLLP is a bottom-up research driven firm offering a unique investment strategy that stands apart from the mainstream investment community. Focusing on proprietary investment techniques, Wakefield captures inefficiencies over time using a highly disciplined and technologically advanced process for research, security selection, implementation, and monitoring. Headquartered near Denver, Colorado, Wakefield is a 100% employee owned SEC registered investment advisor managing separately managed accounts, primarily for high-net worth individuals, family offices, and institutions.

Past performance is not indicative of future results. Investing involves multiple risks, including but not limited to the risk of the permanent loss of capital. Adviser makes no guarantees or promissory representations as to the performance of any investment. Wakefield Large Cap Equity composite returns are used in the PSN investment manager questionnaire. Actual results may differ from the composite results depending on the size of the account, investment objectives, restrictions, transaction and related costs, the inception and date of the account and other factors. Wakefield does not provide compensation in connection with obtaining or using the third-party rankings.

Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Equity strategy was named to the Top Guns list in 2 categories by YCharts’ PSN manager database for performance returns for the quarter ended June 30, 2026. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 7 categories by YCharts’ PSN manager database for performance returns for the quarter ended June 30, 2026. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 5 Categories Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 7 categories by YCharts’ PSN manager database for performance returns for the quarter ended June 30, 2026. read more Wakefield Named 2026 Envestnet Asset Manager Category Winner of the Year Wakefield Asset Management, LLLP, is pleased to announce the Wakefield Large Cap Equity Strategy received the award for Manager of the Year by Envestnet, Inc. in the U.S. Large Cap & All Cap category. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Equity strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Tax Aware Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 5 Categories Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 5 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Biblically Responsible Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2024. read more Wakefield Small Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Small Cap Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended June 30, 2025 read more Wakefield Small Cap Equity Strategy Named Top Gun Performer Wakefield Small Cap Equity strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2025. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Large Cap Tax Aware Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2024. read more Large Cap Equity Strategy Named Top Gun Performer Wakefield Large Cap Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2024. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 4 Categories Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2024. read more Wakefield Asset Management Named 2022 Asset Manager
of the Year
Wakefield Asset Management is pleased to announce that our Wakefield Large Cap Equity Portfolio was named 2022 Manager of the Year by Envestnet and Investment Advisor magazine. read more
Wakefield Asset Management Large Cap Equity Portfolio Named Top Gun Performer The Wakefield Large Cap Equity Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Small Cap Equity Portfolio Named Top Gun Performer The Wakefield Small Cap Equity Portfolio was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more

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