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Belle Haven named Manager of the Decade for the Taxable PLUS strategy in both the Core Fixed Income and US Fixed Income Universes, by PSN Informa, as of 12/31/2019


Belle Haven named one of the Best Places to Work in Money Management by Pensions and Investments for the second year in a row.

  

Belle Haven named one of the Best Companies to Work for in New York by NYSSHRM for the third year in a row.

 

Q1

PSN Top Guns

Muni PLUS  6 Stars  Municipals Universe

Taxable PLUS  6 Stars  Core Fixed Universe 

Taxable PLUS  5 Stars  Intermediate Core Fixed Income Universe 

Taxable PLUS  6 Stars  Intermediate Core Fixed Income Universe 

Taxable PLUS  5 Stars  Intermediate Maturity Universe 

Taxable PLUS  6 Stars  Intermediate Maturity Universe 

Taxable Ladder PLUS  5 Stars  Intermediate Core Fixed Income Universe 

Taxable Ladder PLUS  6 Stars  Intermediate Core Fixed Income Universe 

Taxable Ladder PLUS  5 Stars  Intermediate Maturity Universe 

Taxable Ladder PLUS  6 Stars  Intermediate Maturity Universe 

 

Lipper Best Money Managers

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

    12 Quarters (Ranked 16 out of 127)

    20 Quarters (Ranked 5 out of 105)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

    12 Quarters (Ranked 6 out of 127)

    20 Quarters (Ranked 1 out of 105)

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

    1 Quarter (Ranked 23 out of 304)

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

    1 Quarter (Ranked 15 out of 60)

    4 Quarters (Ranked 16 out of 58)

    12 Quarters (Ranked 8 out of 50)

    20 Quarters (Ranked 6 out of 46))

Taxable PLUS - U.S. Core Plus Fixed Income

    1 Quarter (Ranked 18 out of 60)

    12 Quarters (Ranked 5 out of 50)

    20 Quarters (Ranked 4 out of 46)

    40 Quarters (Ranked 12 out of 42)

 

Q3


PSN Top Guns

Taxable PLUS  5 & 6 Stars  Intermediate Core Fixed Income Universe 

Taxable PLUS  5 & 6 Stars  Intermediate Maturity Universe 

Taxable Ladder PLUS  5 & 6 Stars  Intermediate Core Fixed Income Universe 

Taxable Ladder PLUS  5 & 6 Stars  Intermediate Maturity Universe 


Lipper Best Money Managers

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

    4 Quarters (Ranked 4 out of 26)

Muni PLUS - U.S. Municipals (All Durations)

    4 Quarters (Ranked 25 out of 280)

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

    4 Quarters (Ranked 1 out of 26)

    12 Quarters (Ranked 7 out of 22)

Ladder PLUS - U.S. Municipals (All Durations)

    4 Quarters (Ranked 10 out of 280)

3-17 Year Ladder - U.S. Municipals (All Durations)

    4 Quarters (Ranked 6 out of 280)

    12 Quarters (Ranked 21 out of 255)

Taxable PLUS - U.S. Core Plus Fixed Income

    1 Quarter (Ranked 14 out of 45)

    12 Quarters (Ranked 17 out of 41)

    20 Quarters (Ranked 18 out of 41)

Q2


PSN Top Guns

Muni PLUS  5 & 6 Stars  Municipals Universe

Taxable PLUS  5 & 6 Stars  Intermediate Core Fixed Income Universe 

Taxable PLUS  5 & 6 Stars  Intermediate Maturity Universe 

Taxable Ladder PLUS  6 Stars  Intermediate Core Fixed Income Universe 

Taxable Ladder PLUS  6 Stars  Intermediate Maturity Universe 

 

Lipper Best Money Managers

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

    1 Quarter (Ranked 5 out of 33)

    4 Quarters (Ranked 3 out of 33)

    12 Quarters (Ranked 10 out of 27)

    20 Quarters (Ranked 9 out of 23)

Ladder PLUS - U.S. Municipals (All Durations)

    4 Quarters (Ranked 22 out of 290)

3-17 Year Ladder - U.S. Municipals (All Durations)

    4 Quarters (Ranked 10 out of 290)

    12 Quarters (Ranked 16 out of 252)

Taxable PLUS - U.S. Core Plus Fixed Income

    20 Quarters (Ranked 13 out of 46)

    40 Quarters (Ranked 15 out of 41)

  • Lipper Criteria

    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 Criteria

    PSN 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.

2019

Q1

PSN Top Guns

Muni PLUS 5 Stars Municipals Universe

Muni PLUS 6 Stars Municipals Universe

Tax Ladder PLUS 5 Stars Intermediate Maturity Universe

Tax Ladder PLUS 6 Stars Intermediate Maturity Universe

Taxable PLUS 5 Stars Core Fixed Universe

Taxable PLUS 6 Stars Core Fixed Universe

Taxable PLUS 4 Stars Intermediate Maturity Universe

Taxable PLUS 6 Stars US Fixed Income Universe

 

Lipper Best Money Managers

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

    12 Quarters (Ranked 10 out of 28)

Taxable PLUS - U.S. Core Plus Fixed Income

    4 Quarters (Ranked 3 out of 52)

    12 Quarters (Ranked 20 out of 51)

    20 Quarters (Ranked 5 out of 45)

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

    4 Quarters (Ranked 7 out of 52)

    20 Quarters (Ranked 14 out of 45)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

    4 Quarters (Ranked 13 out of 134)

    20 Quarters (Ranked 20 out of 106)

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

    4 Quarters (Ranked 19 out of 134)

Q3

Matt Dalton and Brian Steeves ranked the #1 Fund Managers by Citywire in the Bonds – Intermediate Municipal Debt Funds category over a 5-year period for their management of the Transamerica Intermediate Muni Fund.


PSN Top Guns

Muni PLUS 6 Stars Municipals Universe

Taxable PLUS 5 Stars Core Fixed Universe

Taxable PLUS 6 Stars Core Fixed Universe

Taxable PLUS 4 Stars Intermediate Maturity Universe

 

Lipper Best Money Managers

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

    12 Quarters (Ranked 9 out of 26)

    20 Quarters (Ranked 9 out of 22)

Taxable PLUS - U.S. Core Plus Fixed Income

    12 Quarters (Ranked 13 out of 52)

    20 Quarters (Ranked 6 out of 48)

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

    20 Quarters (Ranked 20 out of 48)

Q2

Pensions & Investments

Taxable PLUS: Top Performing Managers of Domestic Intermediate-Duration Fixed Income, 5 year returns


PSN Top Guns

Muni PLUS 5 Stars Municipals Universe

Muni PLUS 6 Stars Municipals Universe

Tax Ladder PLUS 5 Stars Intermediate Maturity Universe

Tax Ladder PLUS 6 Stars Intermediate Maturity Universe

Taxable PLUS 5 Stars Core Fixed Universe

Taxable PLUS 6 Stars Core Fixed Universe

Taxable PLUS 4 Stars Intermediate Maturity Universe

Taxable PLUS 6 Stars US Fixed Income Universe

 

Lipper Best Money Managers

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

    12 Quarters (Ranked 9 out of 28)

Taxable PLUS - U.S. Core Plus Fixed Income

    4 Quarters (Ranked 19 out of 52)

    12 Quarters (Ranked 18 out of 51)

    20 Quarters (Ranked 5 out of 45)

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

    20 Quarters (Ranked 14 out of 45)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

    20 Quarters (Ranked 20 out of 104)

Q4

PSN Top Guns

Taxable PLUS Manager of the Decade Core Fixed Universe

Taxable PLUS Manager of the Decade US Fixed Income Universe

Taxable PLUS 5 Stars Core Fixed Universe

Taxable PLUS 6 Stars Core Fixed Universe

Taxable PLUS 3 Stars Intermediate Core Fixed Income Universe 

Taxable PLUS 4 Stars Intermediate Core Fixed Income Universe 

Taxable PLUS 5 Stars Intermediate Core Fixed Income Universe 

Taxable PLUS 6 Stars Intermediate Core Fixed Income Universe 

Taxable PLUS 4 Stars Intermediate Maturity Universe

Taxable PLUS 6 Stars US Fixed Income Universe

Taxable Ladder PLUS 5 Stars Intermediate Core Fixed Income Universe

Taxable Ladder PLUS 6 Stars Intermediate Core Fixed Income Universe

 

Lipper Best Money Managers

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

    1 Quarter (Ranked 10 out of 36)

    20 Quarters (Ranked 10 out of 25)

Taxable PLUS - U.S. Core Plus Fixed Income

    12 Quarters (Ranked 15 out of 52)

    20 Quarters (Ranked 7 out of 48)

    40 Quarters (Ranked 17 out of 44)

 

  • 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 Criteria

    PSN 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.

2018

Wealth & Finance Intl 2018 Leading Experts Awards - Leading Money Management Adviser of the Year

2018 Best Company to Work for in New York State

Q2


Pensions & Investments 

Top performing managers by category: separate accounts

Taxable PLUS - Intermediate-Term Bond: 1 Year


PSN Top Guns

Muni PLUS - Municipals Universe: 5 Stars

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

Taxable PLUS - Intermediate Maturity Universe: 4 Stars

Taxable PLUS - US Fixed Income Universe: 5 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 10 out of 34)

   4 Quarters (Ranked 9 out of 32)

   12 Quarters (Ranked 7 out of 27)

   20 Quarters (Ranked 7 out of 26)

Taxable PLUS - U.S. Core Plus Fixed Income

   1 Quarter (Ranked 8 out of 64)

   4 Quarters (Ranked 10 out of 62)

   12 Quarters (Ranked 12 out of 58)

   20 Quarters (Ranked 10 out of 51)

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

   1 Quarter (Ranked 8 out of 64)

   4 Quarters (Ranked 12 out of 62)

 

 

Q1


PSN Top Guns

Muni PLUS - Municipals Universe: 5 & 6 Stars

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

Cash Management - Municipals Universe: 1 Star

 

Lipper Best Money Managers

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

   12 Quarters (Ranked 7 out of 27)

   20 Quarters (Ranked 6 out of 26)

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

   12 Quarters (Ranked 10 out of 27)

Taxable PLUS - U.S. Core Plus Fixed Income

   1 Quarter (Ranked 12 out of 62)

   12 Quarters (Ranked 13 out of 56)

   20 Quarters (Ranked 15 out of 51)

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

   1 Quarter (Ranked 13 out of 62)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

   1 Quarter (Ranked 17 out of 161)

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

   1 Quarter (Ranked 20 out of 161)

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

   1 Quarter (Ranked 15 out of 325)

Q3

PSN Top Guns

Taxable PLUS - Core Plus Universe: 5 & 6 Stars

Taxable PLUS - Intermediate Maturity Universe: 4 Stars

 

Lipper Best Money Managers

Taxable PLUS - U.S. Core Plus Fixed Income

   4 Quarters (Ranked 8 out of 57)

   12 Quarters (Ranked 18 out of 54)

   20 Quarters (Ranked 9 out of 48)

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

   4 Quarters (Ranked 12 out of 57)

   20 Quarters (Ranked 18 out of 48)

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

   1 Quarter (Ranked 4 out of 33)

   4 Quarters (Ranked 9 out of 30)

   12 Quarters (Ranked 10 out of 25)

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

   1 Quarter (Ranked 24 out of 305)

 
  • 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. 

2017

Q1


PSN Top Guns

Muni PLUS - Municipals Universe: 1 & 5 Stars

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 Stars

 

Lipper Best Money Managers

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

   1 Quarter (Ranked 5 out of 37)

   12 Quarters (Ranked 7 out of 30)

   20 Quarters (Ranked 7 out of 26)

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 54)

   20 Quarters (Ranked 16 out of 51)

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

   12 Quarters (Ranked 18 out of 54)

Q3

PSN Top Guns

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

 

Lipper Best Money Managers

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

   12 Quarters (Ranked 6 out of 29)

   20 Quarters (Ranked 5 out of 26)

Taxable PLUS - U.S. Core Plus Fixed Income

   12 Quarters (Ranked 8 out of 51)

   20 Quarters (Ranked 15 out of 47)

Q2 

PSN Top Guns

Muni PLUS - Municipals Universe: 5 & 6 Stars

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 Stars

 

Lipper Best Money Managers

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

   1 Quarter (Ranked 7 out of 41)

   4 Quarters (Ranked 9 out of 40)    

   12 Quarters (Ranked 7 out of 34)

   20 Quarters (Ranked 7 out of 29)

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

   4 Quarters (Ranked 8 out of 40)

   40 Quarters (Ranked 7 out of 24)

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

   4 Quarters (Ranked 25 out of 328)

Taxable PLUS - U.S. Core Plus Fixed Income

   12 Quarters (Ranked 9 out of 52)

   20 Quarters (Ranked 17 out of 49)

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

   12 Quarters (Ranked 18 out of 52)

Q4

Wealth & Finance International

Most Innovative in Wealth & Money Management

 

PSN Top Guns

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

 

Lipper Best Money Managers

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

   12 Quarters (Ranked 8 out of 32)

   20 Quarters (Ranked 6 out of 29)

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

   40 Quarters (Ranked 10 out of 23)

Taxable PLUS - U.S. Core Plus Fixed Income

   12 Quarters (Ranked 16 out of 56)

   20 Quarters (Ranked 15 out of 50)

  • 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. 

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) 

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)

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)

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)

  • 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
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2012
2011
2010
2009
2008