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Wakefield Large Cap Equity Named Top Gun

Englewood, CO, January 27, 2017 – Wakefield Asset Management, LLLP, is pleased to announce that our Wakefield Large Cap Equity Portfolio was named as a Top Gun by Informa Investment Solutions’ PSN manager database in two categories for performance returns for the quarter ended December 31, 2016. The Large Cap Portfolio is managed by G. Todd Gervasini, the President and Chief Investment Officer for Wakefield Asset Management.

The awards for the Large Cap Equity Portfolio include:

  • Top ten performer within Large Cap Universe based on 3-year performance return and correlation to the benchmark (4 Stars)
  • Top ten performer within Large Core Equity Universe based on 3-year performance return (3 Stars)

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.

About Informa Investment Solutions’ PSN Top Guns List: 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. This is a highly anticipated quarterly ranking and is widely used by institutional asset managers and investors. 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. For more details on the methodology behind the PSN Top Guns Rankings contact Ruth Calderon at ruth.calderon@informais.com.

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.

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WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com