Patty Quinn McAuley
Navigator® International ADR Recognized as Top International Equity SMA
Philadelphia, PA, March 20, 2018 —Clark Capital Management Group, an independent asset manager founded in 1986, announced it has received PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions in the PSN International Equity Universe category for the ten year period ending December 31, 2017.
“We are thrilled to receive this recognition from Informa,” said Sean Clark, CFA®, Chief Investment Officer. “I’m proud of our equity team which has implemented a disciplined, repeatable methodology across our separately managed accounts for over a decade.”
The Navigator® International ADR strategy is managed by Lead Portfolio Manager Anthony Soslow, CFA®, and a team of investment professionals responsible for research and implementation. This separately managed account focuses on high quality, undervalued companies with improving business prospects and seeks to deliver consistent excess returns over a full market cycle at or below benchmark volatility.
“We think today’s equity investors can benefit from diversified, international exposure that is actively managed,” said Soslow. “I believe this recognition is a testament to our disciplined process with a focus on long-term results.”
“We are honored to be recognized for this achievement,” said Brendan Clark, Chief Executive Officer. “For over three decades, Clark Capital has sought to provide advisors and investors with asset management excellence and consistent performance through a variety of markets. We believe this award is a testament to our passionate commitment to delivering successful outcomes to our clients.”
About Clark Capital Management Group
Clark Capital Management Group is an independent asset management firm providing institutional quality investment strategies to individual investors, corporations, foundations, and retirement plans. The Firm was founded in 1986 by Harry Clark, Executive Chairman, and has been entrusted with over $11 billion* in assets.
Our investment philosophy is driven by a single-minded focus: to add value for our collective clients. This focus enables us to seek superior risk-adjusted returns over full market cycles through a disciplined process focused on three principles: meaningful diversification, opportunistic asset allocation, and personalized risk management. It compels us to maintain a long-term perspective and provide innovative investment management strategies that enable advisors to deliver investment success to their clients. Portfolio Managers utilize both a relative strength, top down methodology and a fundamental, bottom-up methodology across fixed income, equity, alternative, and diversified asset allocation strategies.
Past performance is no guarantee of future results. The ranking shown above is not indicative of future performance and may not be representative of any one client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. Clark Capital reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Clark Capital Management Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Clark Capital’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
About Informa Investment Solutions
The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see lipperalpha.financial.thomsonreuters.com/lipper Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help in growing and retaining business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the ten year period ending December 31, 2017. Moreover, products must have returns greater than the style benchmark for the ten year period ending December 31, 2017 and also Standard Deviation less than the style benchmark for the ten year period ending DecemberR 31, 2017. At this point, the top ten performers for the latest 10 year period ending December 31, 2017 become the PSN Top Guns Manager of the Decade. This designation may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, the experiences of investors in the strategy. Though the strategy was in the top ten, it was not ranked first in the top ten category for each period.
*As of 12/31/2017, includes sub-advised assets.