Financial Trust Asset Management Plays David to the Big Firms' Goliath in "Top Guns" Awards

Financial Trust Asset Management based in Boca Raton, Florida won 17 Plan Sponsor Network (PSN) "Top Guns" Awards for the first quarter in 2014, beating out a number of larger institutional firms with assets in excess of a billion dollars.


BOCA RATON, Fla., June 12, 2014 (GLOBE NEWSWIRE) -- via PRWEB - Financial Trust Asset Management won 17 Plan Sponsor Network (PSN) "Top Guns" Awards for the first quarter in 2014. To win, their Separately Managed Account Strategies had to place in the top ten in gross returns for specified times and styles. Of the 17 awards, seven strategies were number one in their peer group.

Financial Trust Asset Management which has combined Asset Under Management (AUM) and Assets Under Advisement (AUA) of $72 million beat out a number of larger institutional firms with AUM & AUA in excess of a billion dollars, in PSN's latest "Top Guns" Awards for the 1Q 2014. PSN / Informa Investment Solutions is one of the foremost (and the longest-running) investment manager search-and-evaluation databases in North America, tracking more than 2,000 managers and more than 20,000 institutional investment products. Managers must also claim GIPS® compliance to be included in the criteria for Top Guns.

Financial Trust's Health Value, International ValueMomentum, Asia ValueMomentum, Latin ValueMomentum and VMV Emerging Markets were the five strategies that received PSN's Top Guns awards. Said Arno O. Mayer, President of Financial Trust Asset Management, "We are pleased to have won 17 Top Guns awards for the 1Q2014. We've had a very successful 2013, winning a total of 54 awards throughout the year."

  • Health Value Strategy™ is made up of 50 health industry stocks that ranked #4 (out of 928 firms and 3,055 peer products) in the U.S. Equity category for the three year period. The strategy also ranked #1 in both Mid-Cap and Mid-Cap Value category for the one- and three-year period ending March 31, 2014.
  • VMV Emerging Strategy ™, which is a concentrated 8 stock portfolio of emerging market stocks, ranked #1 in both Equity Universe and Emerging Market Universe categories.
  • Latin Value Momentum™ Strategy, comprised of 20 Latin American stocks, ranked #1 in the four-star category for the Emerging Market Universe. Four-Star category products must have an R-squared of 0.80 or more relative to the style benchmark for the most recent five-year period and must have returns greater than the style benchmarks over the last three years. The top ten returns for the latest three-year period then become the Top Guns.
  • International ValueMomentum™ Strategy, comprised of 35 international stocks, ranked #3 (out of 169 firms and 276 peer products) in the EAFE Universe category for the 1 year period.

For details on these strategies visit their Investment Strategies webpage.

Located in Boca Raton, Florida, Financial Trust Asset Management is a fee-only, state-registered Investment Advisory firm specializing in quantitative investment management. Clients utilizing our Separate Account Strategies include foundations, endowments, pension plans, high net worth individuals as well as other non-affiliated advisors, broker-dealers and institutional investors. Additional information about Financial Trust Asset Management Chartered is also available on the SEC's website at http://www.adviserinfo.sec.gov

Financial Trust Asset Management--4755 Technology Way, Suite 110, Boca Raton, Florida 33431. (561) 391-8188.

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