Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Sarasota, FL , February 24, 2025 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 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“The final quarter of 2024 was defined by both volatility and resilience. Success in these markets required relentless effort, rigorous research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns recognizes the top managers and teams whose expertise continues to drive the growth of SMAs amid today’s complex and rapidly evolving market conditions.”
CAIM primarily offers Separately Managed Accounts focusing on both higher dividend yields and dividend increases, 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. Our focus on risk control has helped us achieve this Manager of the Decade award.
“We are honored to be selected by Zephyr for this prestigious designation, and it reflects our research efforts in creating alpha with a sustainable lower risk approach”, said Catherine Avery, CEO and Portfolio Manager of the firm.
CAIM’s Dividend Focus strategy earned a PSN Top Guns Manager of the Decade award, meaning our strategy had a strong risk-adjusted return, with an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period, and the standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.
CAIM has outperformed its benchmark, the Russell 1000 Value index over the 1, 3, 5, 7 and 10 year periods with top quartile performance versus its peers. We believe our outperformance is a result of effectively combining dividend growth with dividend yields above our benchmark and significantly above the S&P 500. For clients, we provide extensive research and communications, including a widely read Quarterly Commentary. The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.
The lack of home affordability, increasing consumer delinquencies, expected slower GDP growth, stubborn interest rates, deficit worries, and the power of ‘bond vigilantes’ on longer rates should weigh on the stock market. And the market needs to get through its uncertainty phase concerning policy of the new administration, which appears to be also slowing corporate actions on investment and orders. As a result, we have had a conservative ‘guidance season’ and worry about its effect on stock prices, with most sectors at historically high P/E multiples. The 3.5% dividend yield on the portfolio coupled with a P/E that is at a 30% discount to the S&P 500 should provide our investors with lower volatility.
About CAIM
CAIM is an independent, 100% woman owned investment management firm specializing in a low volatility equity strategy that focuses on high quality dividend paying stocks. www.caimllc.com
About PSN
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.
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