Zacks' All-Cap Core Strategy Earns Top Guns of the Decade Ranking
CHICAGO, Feb. 28, 2012 /PRNewswire/ -- The Zacks All-Cap Core Strategy has made PSN's Top Guns of the Decade in the All-Cap Core Equity Universe. This rank was awarded to the top ten performing firms in their peer group for the ten year period ending December 31st, 2011.
This new accolade for the Zacks All-Cap Core Strategy from PSN is in addition to the Manager of the Decade distinction awarded to the Strategy just two short years ago. These recurrent recognitions for Zacks' flagship strategy is a testament to their superior strategy performance, and came as no surprise given their strict adherence to a fundamental investing philosophy based on earnings and earnings estimate revisions.
The Zacks All-Cap Core Strategy's objective is to provide risk-adjusted returns and diversification benefits relative to the S&P 500. The strategy relies upon a bottom up fundamental stock selection process coupled with our proprietary quantitative stock screening model.
"The Zacks All-Cap Core Strategy is a cornerstone for many of our wealth management client portfolios" said Robert Coulton, the Managing Director of the firm's Wealth Management Group. "It is a dynamic, tactical strategy that shifts between small-, mid- and large-cap stocks based on our quantitative models and the experience of our portfolio managers."
PSN, produced by Informa Investment Solutions, is one of the leading investment manager search and evaluation databases to be offered industry wide. PSN tracks more than 1,600 money management firms and over 7,000 investment products. Since 1984, firms included in PSN are the major players of the investment management business. For more information regarding the Top Guns List, you can visit www.informais.com.
About Zacks Investment Management
Zacks Investment Management, a leading expert on earnings and using earnings estimates in the investment process, is a wholly owned subsidiary of Zacks Investment Research, one of the largest providers of independent research in the U.S. Zacks builds and manages investment strategies with the goal of generating positive alpha for their clients.
Through a team of highly experienced advisors, Zacks helps clients gain the piece of mind a customized investment allocation with actively managed strategies can provide. Zacks Investment Management is a Registered Investment Advisor. For more information please visit www.ZacksWMG.com.
Disclosure:
Past Performance is no guarantee of future results. Results for the Zacks All-Cap Core Strategy reflect the reinvestment of dividends and other earnings. Individual results may differ. The results submitted to PSN portray the performance history for a representative separately managed account gross of fees.
This press release is distributed for informational purposes only; to notify readers of a PSN ranking. The results submitted to PSN portray the performance history for a representative managed separate account gross of fees, and do not include the deduction of investment advisory fees. An investor's actual return will be reduced by the advisory fees and any other expenses which may be incurred in the management of an investment advisory account. Upon request, Zacks Investment Management will provide gross and net performance information for the All Cap Core Strategy.
PSN and Informa Investment Solutions have no affiliation with Zacks, but rather evaluate investment managers' performance on an objective basis. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten year period ending December 31, 2011. Moreover, products must have returns greater than the style benchmark for the latest ten year period ending December 31, 2011. At this point, the top ten performers for the latest ten year period become the TOP GUNS OF THE DECADE.
Zacks Investment Management is represented by the following individuals:
Andrew Bresnahan – Chicago; Herb Brown – San Francisco; Phil Carter – New York; Richard Delio – Fort Lauderdale; Mark DeProspero – St Louis; Jay Falini – New Jersey; Brad Gaglione – Connecticut & Rhode Island; Tim Harper – Orlando; Jeffrey Haskin – Chicago; Greg Huffman – Virginia; Alex Insley – Chicago; Michael Jazo – Chicago; Dave Kecskes – Cincinnati; John Kelly – Minneapolis; David Koty – Nashville; Rashid Kourany – Indianapolis; Brian Langenkamp – Chicago; Randy LeClair – North Carolina; Wayne Lockwood – Seattle; Ron Lyke – Detroit; Brad Miksek – Dallas/Ft. Worth; Rob Patti – Atlanta; Joe Peck – Washington D.C; Mark Rafaloff – New York; Paula Sauer – Chicago; Matthew Schaeffer – New York; Casper Terpinski – Houston; Christian Whittemore – Chicago; Larry Zerg – Los Angeles.
Zacks Contact Information:
Media Inquires:
Robert J. Coulton
312-265-9263
[email protected]
Investor Inquires:
888-600-2783
[email protected]
SOURCE Zacks Investment Management
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