Alpine Saxon Woods named to the celebrated PSN Top Guns List of best performing managed accounts strategies for Q2 2026

HARRISON, N.Y., Sept. 18, 2026 /PRNewswire/ -- Alpine Saxon Woods announced today it has been named to the celebrated PSN Top Guns List of best performing managed accounts strategies for Q2 2026. The highly anticipated list, published by YCharts, remains an important reference for investors and asset managers.

"On behalf of YCharts, I want to extend my congratulations to this quarter's PSN Top Guns winners for their outstanding performance during a particularly challenging period for investment managers," says President and CEO of YCharts, Sean Brown.

"The second quarter tested even seasoned professionals, as markets shifted from early optimism to a more challenging environment that caught many portfolios off guard. What distinguishes these winners is their disciplined approach and ability to navigate uncertainty with conviction. They positioned portfolios with precision and delivered standout results when it counted most."

"As we look ahead, we're more excited than ever about the future of the SMA space. Our PSN Top Guns winners are leading the way in demonstrating what's possible when skill meets the right investment vehicle. We're committed to supporting this growth and helping investors and advisors connect with the exceptional talent that can deliver meaningful outcomes for their clients."

The Alpine Saxon Woods Dividend strategy invests in companies that maintain or increase their dividends. Fundamental research is performed on each company's ability to sustain its dividend and potentially increase those payments in the future, incorporating analysis on free cash flow and numerous balance sheet metrics. The value style strategy is market capitalization and sector agnostic, but the nature of dividend paying companies tends to tilt towards a large-to-mid capitalization profile.

In accepting the recognition, Portfolio Manager and CEO, Mark Spellman said, "We are honored to be recognized as a 4-, 5-, and 6-Star PSN Top Gun Manager in the All-Cap Value Universe. This recognition means a great deal to our team because it provides independent validation of the investment discipline and consistency that have defined the Alpine Saxon Woods Dividend Strategy. Most importantly, we view it as a reflection of our commitment to our clients and their long-term success."

Through a combination of PSN's proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

The Alpine Saxon Wood's Dividend product was awarded Top Guns status for 2Q 2026:

4-Star Category: Had an r-squared (r2 or correlation squared) of 0.80 or greater relative to PSN's 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 within the PSN peer group then become the 4 Star Top Guns.

5-Star Category: Had an r-squared (r2 or correlation squared) of 0.80 or greater relative to PSN's 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 PSN peer group. The top ten returns for the latest three-year period within the PSN peer group then become the 5 Star Top Guns.

6-Star Category: Has 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

The complete list of PSN Top Guns and an overview of the methodology can be located at PSN Top Guns List.

‍About Alpine Saxon Woods
Alpine Saxon Woods is an emerging investment firm based in Purchase, NY, with over $890 million in AUM. Our clients include foundations, trusts, and high-net-worth individuals. With a heritage spanning 25+ years. We offer several strategies—Large and Small Cap Dividend, Capital Return, Small Cap Growth, Core Momentum and Balanced—available in long only, long/short, and institutional accounts. Our portfolios focus on high-quality companies with strong free cash flow and momentum.

‍About PSN
For more than four decades, PSN has been a top resource for investment professionals. 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 over 40 Years of Data Including Net and Gross-of-Fee Returns.

About YCharts
YCharts is a top-ranked investment research and client engagement platform that enables financial advisors and asset managers to make smarter investment decisions and better communicate with clients. Trusted by over 15,000 financial professionals and recognized as the Investment Research market leader by Kitces research, YCharts delivers intuitive tools for security research, portfolio construction, AI-enabled proposals, client communication, and market monitoring. In the 2026 T3 / Inside Information Technology Survey, YCharts was named a "Software All-Star" across five categories. YCharts also earned a 2025 Wealthie Award for its AI Chat feature and has been recognized ten consecutive times on the Inc. 5000 list of America's fastest-growing private companies. Learn more at www.ycharts.com.

‍Alpine Saxon Woods pays no compensation to PSN for its consideration for the Top Guns, but does pay a nominal fee for the rights to use the PSN Top Gun name and badges in its own marketing. These Top Gun ratings are awarded based on performance reported by Alpine Saxon Woods to PSN. For additional information regarding the strategy, please click here. For definitions of the statistical metrics described, please click here.

SOURCE Alpine Saxon Woods