Euclid Investment Advisory Blog

Euclid Awarded Top Guns Designation

Euclid Awarded Top Guns Designation
by Informa Financial Intelligence

Euclid Investment Advisory 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.

Euclid was honored with a Manager of the Decade Top Gun rating for its Large Cap Growth Strategy in the Large Cap and US Equity Universe and its ETF Growth Strategy won Two- and Three-Star Ratings in the ETF Global Equity Universe for the Fourth Quarter of 2020.  Frederic M Smoak, CFA points out that “award is a result of our portfolio team’s, proprietary strategy which is managed to compound capital gains and reduce downside volatility.”

Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) 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.

Euclid’s Large Cap Growth strategy was named Top Gun Manager of the Decade, meaning our Large Cap Growth Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, returns must have exceeded the appropriate style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the Manager of the decade Award.

Euclid also received 2 and 3 Stars Awards in the ETF Global Equity Universe. The strategy had an r-squared of 0.80 or greater relative to the style benchmark for a one and three-year period. Moreover, products become the PSN 2 and 3 Star Award Winners.

“Congratulations to Euclid for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”

The complete list of PSN Top Guns and an overview of the methodology can be located on psn.fi.informais.com

About Euclid Investment Advisory
Euclid is a Bethesda, Maryland based investment management firm which provides management services to individuals, corporations, Retirement accounts and trusts. For more information visit www.EuclidInvestment.com.

About Informa Financial Intelligence's Zephyr
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 financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.

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