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Wakefield Asset Management Large Cap Biblically Responsible Portfolio Named Top Gun Performer In 4 Categories

Englewood, CO, May 23, 2022 – Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Biblically Responsible Equity Portfolio 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, 2022. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. The Large Cap Biblically Responsible strategy is managed by G. Todd Gervasini, the Managing Partner and Chief Investment Officer for Wakefield Asset Management, LLLP.

The awards for the Large Cap Biblically Responsible Equity portfolio include:

  • Top ten performer within the Large Cap Universe based on return for the most recent one-year period (2 Stars)
  • Top ten performer within the Large Core Equity Universe based on return for the most recent quarter and one-year period (1 Stars, 2 Stars)
  • Top ten performer within the US Core Universe based on return for the most recent one-year period (2 Stars)
  • Top ten performer within the US Equity Socially Responsible Universe based on return for the most recent quarter and one-year period (1 Stars, 2 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. 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 informais.com. For more details on the methodology behind the PSN Top Guns Rankings contact Margaret Tobiasen at Margaret.Tobiasen@informais.com.

About Informa Financial Intelligence’s Zephyr:
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit financialintelligence.informa.com.

The Large Cap universe is comprised of 416 managers with 887 strategies.

The Large Core Equity universe is comprised of 148 managers with 242 strategies.

The US Core universe is comprised of 268 managers with 652 strategies.

The US Equity Socially Responsible universe is comprised of 80 managers with 144 strategies.

Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes.

1-Star Category: had one of the top ten returns for the quarter in their respective universe.

2-Star Category: had one of the top ten returns for the one-year period in their respective universes.

3-Star Category: had one of the top ten returns for the three-year period in their respective universes.

4-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.

5-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns.

6-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.

Bull & Bear Masters: had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had 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 the PSN Bull & Bear Masters.

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WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com