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’s High Quality Mid Cap strategy was honored with two Top Gun ratings for Q2 2023: a 2-Star rating and a 1-Star rating, indicating top ten performance within its peer group over the past year and quarter, respectively. This is the second time BFM has received an award of this nature in 2023, and is in addition to 11 other awards BFM has received from Informa PSN over the past five years.
“Our exclusive focus is on helping clients achieve their financial goals by building portfolios of high-quality companies with strong and stable profitability,” said Brad Weafer, CFA, Chief Investment Officer. “Our team is thrilled to receive this Top Gun award, and believe it reflects our disciplined approach and bias toward high-quality investments.”
Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time. This quarterly ranking is widely used by institutional asset managers and investors.
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
Notes and Disclosures
¹ Registration is free to view Top Guns
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 Mid Cap 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.
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. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
Professional Designation Minimum Requirements Disclosure
CFA® – Chartered Financial Analyst. Minimum requirements for the CFA® designation include an undergraduate degree and four years of professional experience involving investment decision-making, in addition to successful completion of each of the three CFA level examinations.