Catherine Avery Investment Management LLC (CAIM) Named to PSN Top Guns List of Best Performing Strategies for Q4 2022
Sarasota, FL—February 24, 2023— CAIM announced today it has been named to the celebrated PSN
Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2022. The highly anticipated list, published by Zephyr, remains one of the most important
references for investors and asset managers.
“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. CAIM has done remarkable work and we are pleased to include them as a top performer.”
CAIM offers primarily Separately Managed Accounts focusing on Dividends and ESG characteristics, in
what we believe is a unique combination of the two focus areas. Our proprietary screens focus on
fundamentals with high free cash flows and strong relative growth, with an overlay of strong and/or
improving measures in Environmental, Social and Governance factors. The result is a portfolio of
companies with above average dividend yield and dividend growth, as well strong corporate
stewardship.
“We are delighted to be selected by Zephyr for this prestigious designation, and it reflects our research
efforts in creating alpha with a lower risk and sustainable approach”, said Catherine Avery, CEO and
Portfolio Manager of the firm.
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