The Zephyr PSN Top Guns Manager of the Decade award recognizes investment managers such as the team at CAIM who have demonstrated exceptional performance over a ten-year period. To qualify, a strategy must meet several stringent criteria:
- Correlation and Benchmark Performance: The strategy’s correlation to its style benchmark must be 0.80 or greater, indicating a strong alignment with the benchmark. Additionally, the strategy’s returns must exceed those of the benchmark over the same ten-year period.
- Risk Assessment: The strategy’s standard deviation (a measure of risk) must be lower than that of the benchmark, demonstrating superior risk-adjusted performance.
CAIM has demonstrated top quartile performance versus peers for 1, 3, 5, 7, 10 years and currently yields 3.5% which is 3x the SP 500.
These rigorous standards ensure that only the most consistently high-performing strategies are honored with the Manager of the Decade designation. For instance, CAIM’s investment strategy received this accolade, highlighting its outstanding performance in the Municipals Universe over the past decade.
The PSN Top Guns awards, including the Manager of the Decade, are highly regarded in the investment community and are based on comprehensive data analysis provided by Zephyr’s PSN database. This database includes information on over 2,800 firms and more than 21,000 products, making it a valuable resource for asset managers and investors seeking top-performing investment strategies.
Please email us at info@caimllc.com or call (941) 388-7249 to receive a copy of our factsheet and further information, or complete the form below.
