Nov 28, 2018 | Post by: Roman Chuyan, CFA Comments Off on Model Capital Management named Top-Guns by Informa in Q3-2018

Model Capital Management named Top-Guns by Informa in Q3-2018


Nov 28, 2018

Model Capital Management LLC (“MCM”), a Boston-based asset management firm, has been awarded a Top-Guns designation by Informa Investment Solutions’ PSN manager database. MCM received this recognition for the following MCM’s strategies, as of the third quarter of 2018:

The Top-Guns designation positions the MCM’s strategies among the top five performers in their respective peer group.

The award-winning MCM’s strategies follow our fundamentals-based, forward-looking methodology, specifically:

  • The Tactical Growth and Tactical 2xGrowth strategies follows a U.S. unconstrained risk-on/risk-off framework, with a growth objective while managing the risk of significant downside.
  • The Tactical Income strategy does so within fixed-income assets only.
  • The American-Revival strategies are core allocations designed to take advantage of expected economic growth, and include a dynamic component designed to mitigate downside risk.

Investment managers must claim that they are GIPS compliant, adhering to all GIPS standards to be eligible for PSN Top Guns recognition. 2-Star Category products were top performers within their respective universes, based on returns for the one-year period. 3-Star Category products rank among the ten performers within their respective universes, based on returns for the three-year period.

PSN Top Guns ranks products in six proprietary categories in over 50 universes, through a combination of Informa Investment Solutions’ proprietary performance screens. It is a quarterly ranking that is widely used by institutional asset managers and investors. Informa Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions. The complete list of PSN Top Guns and an overview of the methodology can be located by visiting the Informa Investment Solutions website. For more details on the methodology behind the PSN Top Guns Rankings, please contact Informa PSN. For more details on the investment strategies, contact MCM.

Disclaimer: Model Capital Management LLC (“MCM”) is an SEC-registered investment adviser. This post is for informational purposes only. There are risks involved in investing, including loss of principal. MCM makes no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made by MCM. There is no guarantee that the goals of the strategies discussed in this article will be met. Information or opinions expressed may change without notice, and should not be considered recommendations to buy or sell any security.

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