Boston Financial Management (“BFM”) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
BFM was honored with a 1-Star Top Gun rating for our High Quality Dividend Appreciation strategy, in recognition of having one of the top ten returns over the previous quarter in PSN’s Large Cap Universe.
“We are very pleased to be recognized and receive PSN’s designation as a top performer in our domestic equity peer universe”, says Brad Weafer, CFA, Chief Investment Officer. “Our team follows a disciplined approach and maintains a concentrated selection of companies which we believe possess favorable attributes such as a history of stable and growing cash flows and dividends, high re-turns on invested capital and low capital intensity, as well as companies which we perceive to have a significant economic moat. We are thrilled that our results have benefited our clients’ financial goals.”
Through a combination of Informa Financial Intelligence’s proprietary performance screens, ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/ ¹.
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Di-vision 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, in-vestment 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. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://finan-cialintelligence.informa.com/products-and-services/da-ta-analysis-and-tools/psn-sma.
View larger image of Top Guns Quartile Report Here
Disclosure – Rates of return referenced above may not be representative for any one client’s experience because they reflect the averages for all clients in the BFM High Quality Dividend Appreciation Strategy, respectively. Past performance is not indicative of future results. It should not be assumed that future performance of any investment strategy in this presentation will be profitable or will correspond to any index or past performance. BFM did not pay a fee to be considered for the Top Guns award but did pay a fee of $1,000 to use the above PSN exhibit once we were awarded with the designation.
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