Wakefield Asset Management Large Cap Tax Aware Equity Strategy Named Top Gun Performer in 6 Categories

Englewood, CO, May 21, 2024 – Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Tax Aware Equity strategy was named to the Top Guns list in 6 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2024. The list published by Zephyr remains one of the most important references for investors and asset managers. The Large Cap Tax Aware Equity 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 Tax Aware Equity strategy include:

  • Bull & Bear Masters within the Large Cap Universe based the top ten Upside/Downside Capture Ratio over the prior three-year period.
  • Bull & Bear Masters within the Large Core Equity Universe based the top ten Upside/Downside Capture Ratio over the prior three-year period.
  • Bull & Bear Masters within the US Core Universe based the top ten Upside/Downside Capture Ratio over the prior three-year period.
  • Bull & Bear Masters within the US Equity Universe based the top ten Upside/Downside Capture Ratio over the prior three-year period.
  • Top ten performer within the Large Core Equity Universe based on return for the three-year period (3 Stars).
  • Top ten performer within the US Core Universe based on return for the three-year period (3 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. To learn more about Wakefield, please click here to visit our website.

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 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 https://financialintelligence.informa.com.

About Informa Investment Solutions’ PSN Top Guns List:
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 rely. 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. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com. Visit PSN online to learn more.

The Large Cap universe is comprised of 409 managers with 920 strategies.

The Large Core Equity universe is comprised of 146 managers with 251 strategies.

The US Core universe is comprised of 266 managers with 677 strategies.

The US Equity universe is comprised of 736 managers with 2660 strategies.

Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 75 universes based on continued performance over time.

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.

Wakefield Wealth Management, LLLP is a boutique wealth management firm that offers guidance in a broad range of areas impacting our client’s financial well-being. Our goal is to create peace of mind through highly personalized, comprehensive customized financial solutions. Headquartered near Denver, Colorado, Wakefield is a 100% employee-owned registered investment advisor managing separately managed accounts, primarily for high-net worth individuals, family offices, and institutions. Past performance, ratings and awards are not indicative of future investment results.

WAKEFIELD WEALTH MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

investorrelations@wakefieldinc.com