NovaPoint Capital 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.
NovaPoint was honored with the Bull Bear Master designation for its Large Cap Dividend Growth Strategy for the three-year period ending March 31, 2019.
“We are very pleased to have our Large Cap Dividend Growth Strategy recognized among the Bull Bear Masters,” said Joseph Sroka, Chief Investment Officer and lead equity portfolio manager at NovaPoint Capital. “Our favorable upside to downside capture ratio is a key attribute of our Dividend Growth Strategy and demonstrates our durability in both up and down markets.”
Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN 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.
The Bull and Bear Master designation is for investment strategies with an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
NovaPoint Capital’s Large Cap Divided Growth Strategy seeks to identify compelling total return investment opportunities among U.S. large capitalization companies with a demonstrated track-record of annual dividend increases. The strategy employs a multi-factor approach to include quantitative, fundamental, and technical factors.
“Congratulations to NovaPoint Capital 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 https://psn.fi.informais.com/
For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com
About NovaPoint Capital
NovaPoint Capital is an investment management and advisory firm based in Atlanta, Georgia. The firm manages investment portfolios for institutional and individual investors. NovaPoint was recently awarded Large Cap Manager of the Year by Emerging Manager Monthly and a Three-Year Top Guns Award from Informa Investment Solutions. For more information visit us at www.novapointcapital.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 https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
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