Arrow Overview

In a nutshell

Based in Westchester County, New York, Belle Haven Investments is an independent, employee-owned money manager specializing in separately managed taxable and tax-exempt portfolios. Belle Haven has been managing portfolios since 2002. We are uniquely committed to serving Consultants and Advisors along with the Institutions, Foundations, Family Offices and High Net Worth individuals whom they represent. Our team's expertise and focus in one asset class have resulted in award-winning strategies.  Our goal is to provide an unrivaled level of service, reliability and customization to our Advisors in building what we hope are partnerships for years to come.

Arrow Philosophy

Low volatility should never mean low expectations

Our mission is simple: to be a best-in-class fixed income manager. This is not an easy task, but at Belle Haven we believe that by providing compelling risk-adjusted returns in combination with outstanding client service, we will accomplish this mission. Our investment philosophy is centered on the belief that active management can add value through security selection, credit research and a focus towards trade execution. Our goal is to ease reliance on interest rate forecasting or credit trends. Our active management seeks to reduce risk and enhance total return regardless of interest rate cycles or credit quality.

Arrow History

An institutional heritage supporting the educated advisor

While our money management dates back to 2002, Belle Haven can trace its history back to 1991 when we were founded as an institutional broker/dealer. In many respects, it is this background in institutional trading that has helped form our unique approach to portfolio management. We understand the advantages from an institutional perspective and we deploy those concepts in the strategies we manage. Our CEO and CIO, Matt Dalton, has been with Belle Haven since 1996 and has over 30 years of experience in the fixed income marketplace. Over the years, Matt has built a humble, dedicated and talented team of professionals, which truly form the foundation of our success.

ArrowAwards & Recognitions

2017

Archive >

2016

Q1

PSN Top Guns

Taxable PLUS - Core Plus Universe: 2, 3, 4, 5 & 6 Stars
Taxable PLUS - Intermediate Maturity Universe: 4, 5 & 6 Stars
Taxable PLUS - US Fixed Income Universe: 5 & 6 Stars
Taxable Ladder PLUS - Core Fixed Universe: 2, 5 & 6 Stars
Taxable Ladder PLUS - Intermediate Universe: 4, 5 & 6 Stars
Taxable Ladder PLUS - US Fixed Income Universe: 5 Stars


Lipper Best Money Managers

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

   1 Quarter (Ranked 10 out of 33) 

   4 Quarters (Ranked 8 out of 29) 

   12 Quarters (Ranked 7 out of 28) 

Taxable PLUS - U.S. Intermediate Duration Fixed Income

   12 Quarters (Ranked 13 out of 142) 

   4 Quarters (Ranked 3 out of 161)

Taxable PLUS - U.S. Core Plus Fixed Income 

   20 Quarters (Ranked 13 out of 51) 

   4 Quarters (Ranked 2 out of 59) 

   12 Quarters (Ranked 7 out of 52) 

Taxable Ladder PLUS - U.S. Intermediate Duration Fixed Income

   4 Quarters (Ranked 4 out of 161)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income 

   20 Quarters (Ranked 16 out of 51) 

   4 Quarters (Ranked 5 out of 59) 

   12 Quarters (Ranked 13 out of 52) 

Q3

PSN Top Guns

Muni PLUS - Municipals Universe: 1 Star

Taxable PLUS - Core Plus Universe: 4, 5 & 6 Stars

Taxable PLUS - Intermediate Maturity Universe: 4 Stars

Taxable PLUS - US Fixed Income Universe: 5 & 6 Stars

Taxable Ladder PLUS - Intermediate Maturity Universe: 5 & 6 Stars


Lipper Best Money Managers

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

   1 Quarter (Ranked 3 out of 40)

   12 Quarters (Ranked 8 out of 27)

   20 Quarters (Ranked 10 out of 22)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

   1 Quarter (Ranked 5 out of 40)

Taxable PLUS - U.S. Core Plus Fixed Income

   12 Quarters (Ranked 7 out of 49)

   20 Quarters (Ranked 17 out of 48)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

   12 Quarters (Ranked 15 out of 49)

Q2

PSN Top Guns

Taxable PLUS - Core Plus Universe: 4, 5 & 6 Stars

Taxable PLUS - Intermediate Maturity Universe: 4, 5 & 6 Stars

Taxable PLUS - US Fixed Income Universe: 5 Stars

Taxable Ladder PLUS - Core Fixed Universe: 5 Stars

Taxable Ladder PLUS - Intermediate Maturity Universe: 5 & 6 Stars


Lipper Best Money Managers

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

   12 Quarters (Ranked 8 out of 27)

   20 Quarters (Ranked 10 out of 22)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

   4 Quarters (Ranked 5 out of 163)

   12 Quarters (Ranked 18 out of 141)

Taxable PLUS - U.S. Core Plus Fixed Income

   4 Quarters (Ranked 5 out of 61)

   12 Quarters (Ranked 5 out of 54)

   20 Quarters (Ranked 13 out of 53)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

   4 Quarters (Ranked 17 out of 61)

   12 Quarters (Ranked 15 out of 54)

Q4

PSN Top Guns

Muni PLUS - Top Guns Manager of the Decade - Municipals Universe

Taxable PLUS - Core Plus Universe: 4, 5 & 6 Stars

Taxable PLUS - Intermediate Maturity Universe: 4 Stars

Taxable PLUS - US Fixed Income Universe: 5 & 6 Stars

Taxable Ladder PLUS - Core Fixed Universe: 5 Stars

Taxable Ladder PLUS - Intermediate Maturity Universe: 5 & 6 Stars

Cash Management - Municipals Universe: 1 Star


Lipper Best Money Managers

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

   20 Quarters (Ranked 8 out of 25)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

   40 Quarters (Ranked 6 out of 21)

Taxable PLUS - U.S. Core Plus Fixed Income

   12 Quarters (Ranked 6 out of 55)

   20 Quarters (Ranked 19 out of 52)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

   12 Quarters (Ranked 16 out of 55)

Cash Management - U.S. Municipals (All Durations)

   1 Quarter (Ranked 7 out of 330)

  • Lipper Criteria

    Lipper Criteria

    Lipper Best Money Manager Rankings:  Lipper MarketPlace Rankings are based upon past performance which does not guarantee future results. Lipper MarketPlace is an investment manager database that serves as a third-party supplier of information. Lipper MarketPlace’s Best Money Manager ranking is a survey of institutional money manager performance. To be eligible for inclusion as a Lipper Best Money Manager, performance must be calculated on an asset size which is at least $10 million in size for traditional U.S. asset classes or $1 million for international and alternative investments. Classifications must fall into one of the categories that Lipper ranks (minimum of 20 contenders).   Lipper MarketPlace rankings reflect strategies’ historical total return performance, excluding sales charges, as applicable, relative to peers as of the above quarter end date. Performance data must be calculated in U.S. dollars and net of fees. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. Strategies are placed into peer groups by Lipper MarketPlace, based upon information submitted by portfolio managers. Lipper MarketPlace does not guarantee the accuracy of this information. See www.lippermarketplace.com for more information on categories and performance rankings. For recent performance information on any Belle Haven strategy, please contact service@bellehaven.com.

    Awards and recognition referenced on this page are produced by firms other than Belle Haven. Criteria used to determine these awards may vary depending on the organization presenting the award. Criteria used by firms mentioned on this page are outlined below. Belle Haven cannot guarantee the accuracy of any other firm’s ranking or ranking methodology. For further information on our strategies or awards, please contact service@bellehaven.com. 

  • PSN Top Guns Criteria

    PSN Top Guns Criteria

    PSN Informa Top Gun Awards: Managers eligible for the Top Gun Awards are categorized into one of six “star” categories; within those categories, managers are ranking according to the below criteria. All Belle Haven Strategies are currently classified as 2 star and above and subject to the below analysis. For more information on other categories or rankings, please see http://psn.informais.com/topguns/topguns.asp: 

    Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. At this point, the top ten performers for the latest 3 year period become the 4 STAR TOP GUNS. 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 performers for the latest 3 year period become the 5 STAR TOP GUNS. The top ten information ratios for the latest five-year period ending then become the 6 STAR TOP GUNS.

    1-Star Category: Products with this rating were top ten performers within their respective universes, based on quarterly returns. 

    2-Star Category: These products were top ten performers within their respective universes, based on returns for the one-year period. 

    3-Star Category: These products were top ten performers within their respective universes, based on returns for the three-year period. 

    4-Star Category: Products with this rating must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS. 

    5-Star Category: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that they select only the products which standard deviation for the five-year period is 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 TOP GUNS. 

    6-Star Category: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that they select only the products which standard deviation for the five-year period is equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS. 

    Manager of the Decade: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, products must have returns greater than the style benchmark for the latest 10-year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top-10 performers for the latest 10-year period become the PSN Top Guns of the Decade.

    The content of the Investment Manager Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment using content or implied content from any Investment Manager Top Guns.

    Because of the possibility of human or mechanical error by Informa Investment Solutions (IIS) sources or others, IIS does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall IIS be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on any Investment Manager Top Guns results.

    Awards and recognition referenced on this page are produced by firms other than Belle Haven. Criteria used to determine these awards may vary depending on the organization presenting the award. Criteria used by firms mentioned on this page are outlined below. Belle Haven cannot guarantee the accuracy of any other firm’s ranking or ranking methodology. For further information on our strategies or awards, please contact service@bellehaven.com. 

2015

Q1

PSN Top Guns:

Muni PLUS - Intermediate Maturity Universe: 5 Stars

Muni PLUS - Municipal Universe: 1 Star

Taxable PLUS - Intermediate Maturity Universe: 4, 5 & 6 Stars

Q3

PSN Top Guns:

Muni PLUS - Intermediate Maturity Universe: 4 Stars

Muni PLUS - Municipals Universe: 5 Stars

Ladder PLUS - Intermediate Maturity Universe: 5 Stars

Taxable PLUS - Core Plus Universe: 1, 2, 3, 4, 5 & 6 Stars

Taxable PLUS - Intermediate Maturity Universe: 1, 2 & 4 Stars

Taxable PLUS - US Fixed Income Universe: 4, 5 & 6 Stars

Taxable Ladder PLUS - Core Fixed Universe: 4 & 5 Stars

Taxable Ladder PLUS - US Fixed Income Universe: 5 Stars

Lipper Marketplace Best Money Managers:

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

   12 Quarters (Ranked 6 out of 31)

   20 Quarters (Ranked 8 out of 27)

   4 Quarters (Ranked 5 out of 35)

   1 Quarter (Ranked 7 out of 38)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

   1 Quarter (Ranked 2 out of 193)

   4 Quarters (Ranked 4 out of 177)

Taxable PLUS - U.S. Core Plus Fixed Income

   12 Quarters (Ranked 9 out of 55)

   20 Quarters (Ranked 17 out of 51)

   4 Quarters (Ranked 3 out of 59)

   1 Quarter  (Ranked 4 out of 66)

Taxable Ladder PLUS - U.S. Intermediate Duration Fixed Income

   1 Quarter (Ranked 11 out of 193)

   4 Quarters (Ranked 13 out of 177)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

   12 Quarters (Ranked 15 out of 55)

   4 Quarters (Ranked 5 out of 59)

   1 Quarter (Ranked 7 out of 66)


Q2

PSN Top Guns:

Muni PLUS - Intermediate Maturity Universe: 4 Stars

Taxable PLUS - Core Plus Universe: 2, 4, 5 & 6 Stars

Taxable PLUS - Intermediate Maturity Universe: 4, 5 & 6 Stars

Taxable Ladder PLUS - Core Fixed Universe: 5 Stars

Cash Management - Municipals Universe: 1 Star

Lipper Marketplace Best Money Managers:

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

   12 Quarters (Ranked 6 out of 28) 

   4 Quarters (Ranked 6 out of 33)

   20 Quarters (Ranked 8 out of 26)

Taxable PLUS - U.S. Core Plus Fixed Income

   4 Quarters (Ranked 5 out of 60)

   1 Quarter (Ranked 19 out of 64)

   12 Quarters (Ranked 19 out of 55)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

   4 Quarters (Ranked 8 out of 170)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

   1 Quarter (Ranked 15 out of 64) 

   4 Quarters (Ranked 6 out of 60)

Q4

PSN Top Guns

Muni PLUS - Municipals Universe: Top Guns of the Decade & 5 Stars

Muni PLUS - Intermediate Maturity Universe: 2 Stars

Taxable PLUS - Core Plus Universe: 2, 3, 4, 5 & 6 Stars

Taxable PLUS - Intermediate Maturity Universe: 4 Stars

Taxable PLUS - US Fixed Income Universe: 4, 5 & 6 Stars

Taxable Ladder PLUS - Core Fixed Universe: 2, 4, 5 & 6 Stars

Taxable Ladder PLUS - Intermediate Maturity Universe: 4 Stars

Taxable Ladder PLUS - US Fixed income Universe: 5 Stars

Cash Management - Less than 1 Year Mat Universe: 1 Star

Lipper Marketplace Best Money Managers

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

   4 Quarters (Ranked 3 out of 32) 

   12 Quarters (Ranked 7 out of 30)

Taxable PLUS - U.S. Core Plus Fixed Income

   4 Quarters (Ranked 2 out of 61) 

   12 Quarters (Ranked 7 out of 53) 

   20 Quarters (Ranked 14 out of 52) 

   1 Quarter (Ranked 10 out of 63)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

   1 Quarter (Ranked 16 out of 166) 

   4 Quarters (Ranked 4 out of 159) 

   12 Quarters (Ranked 16 out of 139) 

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

   4 Quarters (Ranked 5 out of 61) 

   12 Quarters (Ranked 12 out of 53) 

   20 Quarters (Ranked 18 out of 52) 

   1 Quarter (Ranked 8 out of 63)

Taxable Ladder PLUS - U.S. Intermediate Duration Fixed Income

   1 Quarter (Ranked 15 out of 166) 

   4 Quarters (Ranked 7 out of 159) 

  • Lipper Criteria

    Lipper Criteria

    Lipper Best Money Manager Rankings:  Lipper MarketPlace Rankings are based upon past performance which does not guarantee future results. Lipper MarketPlace is an investment manager database that serves as a third-party supplier of information. Lipper MarketPlace’s Best Money Manager ranking is a survey of institutional money manager performance. To be eligible for inclusion as a Lipper Best Money Manager, performance must be calculated on an asset size which is at least $10 million in size for traditional U.S. asset classes or $1 million for international and alternative investments. Classifications must fall into one of the categories that Lipper ranks (minimum of 20 contenders).   Lipper MarketPlace rankings reflect strategies’ historical total return performance, excluding sales charges, as applicable, relative to peers as of the above quarter end date. Performance data must be calculated in U.S. dollars and net of fees. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. Strategies are placed into peer groups by Lipper MarketPlace, based upon information submitted by portfolio managers. Lipper MarketPlace does not guarantee the accuracy of this information. See www.lippermarketplace.com for more information on categories and performance rankings. For recent performance information on any Belle Haven strategy, please contact service@bellehaven.com.

     Awards and recognition referenced on this page are produced by firms other than Belle Haven. Criteria used to determine these awards may vary depending on the organization presenting the award. Criteria used by firms mentioned on this page are outlined below. Belle Haven cannot guarantee the accuracy of any other firm’s ranking or ranking methodology. For further information on our strategies or awards, please contact service@bellehaven.com. 

  • PSN Top Guns Criteria

    PSN Top Guns Criteria

    PSN Informa Top Gun Awards: Managers eligible for the Top Gun Awards are categorized into one of six “star” categories; within those categories, managers are ranking according to the below criteria. All Belle Haven Strategies are currently classified as 2 star and above and subject to the below analysis. For more information on other categories or rankings, please see http://psn.informais.com/topguns/topguns.asp: 

    Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. At this point, the top ten performers for the latest 3 year period become the 4 STAR TOP GUNS. 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 performers for the latest 3 year period become the 5 STAR TOP GUNS. The top ten information ratios for the latest five-year period ending then become the 6 STAR TOP GUNS.

    1-Star Category: Products with this rating were top ten performers within their respective universes, based on quarterly returns. 

    2-Star Category: These products were top ten performers within their respective universes, based on returns for the one-year period. 

    3-Star Category: These products were top ten performers within their respective universes, based on returns for the three-year period. 

    4-Star Category: Products with this rating must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS. 

    5-Star Category: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that they select only the products which standard deviation for the five-year period is 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 TOP GUNS. 

    6-Star Category: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that they select only the products which standard deviation for the five-year period is equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS. 

    Manager of the Decade: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, products must have returns greater than the style benchmark for the latest 10-year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top-10 performers for the latest 10-year period become the PSN Top Guns of the Decade.

    The content of the Investment Manager Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment using content or implied content from any Investment Manager Top Guns.

    Because of the possibility of human or mechanical error by Informa Investment Solutions (IIS) sources or others, IIS does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall IIS be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on any Investment Manager Top Guns results.

    Awards and recognition referenced on this page are produced by firms other than Belle Haven. Criteria used to determine these awards may vary depending on the organization presenting the award. Criteria used by firms mentioned on this page are outlined below. Belle Haven cannot guarantee the accuracy of any other firm’s ranking or ranking methodology. For further information on our strategies or awards, please contact service@bellehaven.com. 

     
2014
Muni Plus | Q1

Top Gun for trailing 1 year and trailing 5 year

Taxable Plus | Q3

Top Gun for trailing 3 year and trailing 5 year

Muni Plus | PSN Top Guns Q3

Intermediate Maturity Universe: 1 Star, 4 Stars

Muni Plus | Q4

Top Gun for trailing 5 year

  • Lipper Criteria

    Lipper Criteria

    Lipper Best Money Manager Rankings:  Lipper MarketPlace Rankings are based upon past performance which does not guarantee future results. Lipper MarketPlace is an investment manager database that serves as a third-party supplier of information. Lipper MarketPlace’s Best Money Manager ranking is a survey of institutional money manager performance. To be eligible for inclusion as a Lipper Best Money Manager, performance must be calculated on an asset size which is at least $10 million in size for traditional U.S. asset classes or $1 million for international and alternative investments. Classifications must fall into one of the categories that Lipper ranks (minimum of 20 contenders).   Lipper MarketPlace rankings reflect strategies’ historical total return performance, excluding sales charges, as applicable, relative to peers as of the above quarter end date. Performance data must be calculated in U.S. dollars and net of fees. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. Strategies are placed into peer groups by Lipper MarketPlace, based upon information submitted by portfolio managers. Lipper MarketPlace does not guarantee the accuracy of this information. See www.lippermarketplace.com for more information on categories and performance rankings. For recent performance information on any Belle Haven strategy, please contact service@bellehaven.com.

     

    Awards and recognition referenced on this page are produced by firms other than Belle Haven. Criteria used to determine these awards may vary depending on the organization presenting the award. Criteria used by firms mentioned on this page are outlined below. Belle Haven cannot guarantee the accuracy of any other firm’s ranking or ranking methodology. For further information on our strategies or awards, please contact service@bellehaven.com. 

  • PSN Top Guns Criteria

    PSN Top Guns Criteria

    PSN Informa Top Guns Awards: Managers eligible for the Top Gun Awards are categorized into one of six “star” categories; within those categories, managers are ranking according to the below criteria. All Belle Haven Strategies are currently classified as 2 star and above and subject to the below analysis. For more information on other categories or rankings, please see http://psn.informais.com/topguns/topguns.asp:

    Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. At this point, the top ten performers for the latest 3 year period become the 4 STAR TOP GUNS. 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 performers for the latest 3 year period become the 5 STAR TOP GUNS. The top ten information ratios for the latest five-year period ending then become the 6 STAR TOP GUNS.

    The content of the Investment Manager Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment using content or implied content from any Investment Manager Top Guns.

     

    Because of the possibility of human or mechanical error by Informa Investment Solutions (IIS) sources or others, IIS does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall IIS be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on any Investment Manager Top Guns results.

    Awards and recognition referenced on this page are produced by firms other than Belle Haven. Criteria used to determine these awards may vary depending on the organization presenting the award. Criteria used by firms mentioned on this page are outlined below. Belle Haven cannot guarantee the accuracy of any other firm’s ranking or ranking methodology. For further information on our strategies or awards, please contact service@bellehaven.com. 

2013
2012
Taxable Ladder Plus | Lipper Top 20 Money Managers Q2

4 Quarters Return for U.S. Core Plus Fixed Income

Muni Plus | Lipper Top 10 Money Managers Q3

12 Quarters Return for U.S. Municipals (Duration 3+ yrs)

Taxable Ladder Plus | Lipper Top 40 Money Managers Q2

4 Quarters Return for U.S. Intermediate Duration Fixed Income

Ladder Plus | Lipper Top 10 Money Managers Q3

20 Quarters Return for U.S. Municipals (Duration 3+ yrs)

  • Lipper Criteria

    Lipper Criteria

    Lipper Best Money Manager Rankings:  Lipper MarketPlace Rankings are based upon past performance which does not guarantee future results. Lipper MarketPlace is an investment manager database that serves as a third-party supplier of information. Lipper MarketPlace’s Best Money Manager ranking is a survey of institutional money manager performance. To be eligible for inclusion as a Lipper Best Money Manager, performance must be calculated on an asset size which is at least $10 million in size for traditional U.S. asset classes or $1 million for international and alternative investments. Classifications must fall into one of the categories that Lipper ranks (minimum of 20 contenders).   Lipper MarketPlace rankings reflect strategies’ historical total return performance, excluding sales charges, as applicable, relative to peers as of the above quarter end date. Performance data must be calculated in U.S. dollars and net of fees. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. Strategies are placed into peer groups by Lipper MarketPlace, based upon information submitted by portfolio managers. Lipper MarketPlace does not guarantee the accuracy of this information. See www.lippermarketplace.com for more information on categories and performance rankings. For recent performance information on any Belle Haven strategy, please contact service@bellehaven.com.

    Awards and recognition referenced on this page are produced by firms other than Belle Haven. Criteria used to determine these awards may vary depending on the organization presenting the award. Criteria used by firms mentioned on this page are outlined below. Belle Haven cannot guarantee the accuracy of any other firm’s ranking or ranking methodology. For further information on our strategies or awards, please contact service@bellehaven.com. 

2011
Muni Plus | Q1

Top Gun for trailing 5 year.

Muni Plus | Q2

Top Gun for trailing 1 year and trailing 3 year.

Ladder Plus | Q1

Top Gun for trailing 3 years.

Ladder Plus | Q2

Top Gun for trailing 3 years.

2010
2009
2008