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

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.

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Wakefield Large Cap Equity Named Top Gun In 7 Categories Wakefield Large Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 1Q2018. read more Wakefield Asset Management Named Large Cap Manager of the Year Wakefield Asset Management, LLLP has been named Large Cap Manager of the Year for the 12th Annual Emerging Manager Awards by Emerging Manager Monthly. read more Wakefield Large Cap Equity Named Top Gun Wakefield Large Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 4Q2017. read more Wakefield Small Cap Equity Named Top Gun Wakefield Small Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 4Q2017. read more Top-Performing Manager by Pensions & Investments 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. read more

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(303) 771-0630

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