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NovaPoint Capital Named to PSN Top Guns List of Best Performing Strategies for Q1 2026
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Atlanta, Georgia—May 20, 2026— NovaPoint Capital announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2026. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“Q1 2026 presented a dynamic market environment characterized by early uncertainty that intensified with geopolitical developments in late February, including military action in Iran, creating both challenges and opportunities for skilled active managers,” says PSN Product Manager Nick Williams. “PSN Top Guns managers excelled by navigating the quarter’s evolving landscape—from initial market hesitancy through the geopolitical shock and its ripple effects on energy markets—while positioning strategically amid persistent inflation concerns and shifting Fed expectations. Their ability to adapt quickly across asset classes while maintaining discipline throughout this volatile period demonstrates the distinct value of active management in SMAs. As markets transitioned from uncertainty to managing geopolitical risks and sticky inflation, these managers proved their worth by preserving capital during turbulent periods and strategically identifying opportunities as conditions evolved, delivering value when it mattered most.”
Two of NovaPoint’s equity strategies were recognized, the Focused REIT Strategy and the Power-Utility-Grid Strategy.
“We are proud that two of our specialty strategies were recognized this quarter,” said Joseph Sroka, NovaPoint’s Co-founder and Chief Investment Officer. “We strive to provide thought leadership that can translate into actionable investment ideas and returns for our clients”.
Through a combination 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.
NovaPoint’s Focused REIT strategy earned a PSN Top Guns 5 Star award in the REIT Universe, meaning our Focused REIT had 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 which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns. The Focused REIT Strategy focuses on owning Real Estate Investment Trusts in both traditional and specialty end-markets.
NovaPoint’s Power-Utility-Grid Strategy earned a PSN Top Guns One Quarter and One Year award within the Large Cap Universe for having one of the top ten returns for the quarter and for the one-year period. The Power-Utility-Grid Strategy focuses on owning stocks in the generation, transmission, and distribution of electricity and natural gas in the United States, as well as companies that supply the industry with vital infrastructure products and services.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp
NovaPoint is a SEC-registered Investment Adviser managing investment portfolios for high-net-worth individuals, family offices, corporations, pensions, endowments and foundations. NovaPoint also provides sub-advisory services for other investment advisers. The firm was founded in 2015 by Alan Conner and Joseph Sroka.
For more than four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. 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, model delivered SMA strategies and full holdings. Unique to PSN is its robust historical database of over 40 Years of Data Including Net and Gross-of-Fee Returns. Zephyr’s PSN produces the PSN Outlook eBook series provides insight and trends about the SMA industry. You can view them online here.
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