Blog |News|WST Capital Management Named to PSN Top Guns List of Best Performing Strategies for 3Q 2023

WST Capital Management Named to PSN Top Guns List of Best Performing Strategies for 3Q 2023

 

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies

Norfolk, VA—November 17, 2023: WST Capital Management, a division of Wilbanks Smith & Thomas, a Norfolk-based asset management firm, has been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and managed ETF strategies for 3Q 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“Investing in SMAs has grown substantially over the past decade,” says Chris Volpe, Director of Wealth Management Solutions for Zephyr. “Zephyr’s PSN SMA database pioneered the curation of SMA data and is the leader in providing important due diligence on strategies. WST Capital Management is a best-in-class performer and worthy of this influential recognition.”

WST Capital Management’s Credit Select Risk-Managed strategy was named Top Gun 3 rating, having one of the top ten returns for the three-year period in their respective strategy.

The CSRM strategy offers a risk-managed framework for fixed income investing, with the objective of harvesting high income while tactically managing credit risk.

Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.

The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.  Registration is required.

 


About PSN

For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Robby Resendez at [email protected]  Visit PSN online to learn more.



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