"We are again delighted that our Non-US Equity portfolio is ranked in the top 10 of over 900 Non-US products within the PSN database."
RALEIGH, NC, November 28, 2018 /24-7PressRelease/ -- Cardinal Capital Management, Inc. has been awarded a Top Guns designation for its Non-US equity portfolio by Informa Investment Solutions' PSN manager database, North America's longest running database of investment managers. This means that Cardinal Capital Management's Non-US equity portfolio finished in the top 10 performers within its peer group.
Cardinal Capital Management was recognized in the following two categories for performance ending September 30, 2018:
1.) Non-US Equity Bull & Bear Master
2.) Non-US Equity 1-Star Non-US Equity Core Universe
"PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process," said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. "Congratulations to Cardinal Capital Management, Inc. on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter."
Cardinal Capital Management's President Glenn C. Andrews, CFA said, "We are again delighted that our Non-US Equity portfolio is ranked in the top 10 of over 900 Non-US products within the PSN database. We are particularly pleased to be recognized as a PSN Bull & Bear Master for the three-year period ending September 30, 2018 as it demonstrates our emphasis on positive risk-adjusted returns. Specifically, our Non-US Equity Portfolio captured 106% of the positive or 'up' quarters and suffered only 42% of 'down' quarters over the previous three years. These attributes reflect our value-oriented methodology that results in significantly lower-volatility portfolios that aim to outperform the benchmark over time as illustrated in the Performance Summary."
Through a combination of Informa Investment Solutions' proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions.
Top Guns firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time. Cardinal Capital Management was named a Top Gun with a star rating of 1-Star and Bull & Bear Masters which means:
1-Star Category: Products with this rating performed among the top ten within their respective universes, based on quarterly returns.
Bull & Bear Masters: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
Cardinal Capital Management's Non-US equity portfolio is comprised of high-quality predominately dividend paying companies that enhance overall portfolio returns with significantly reduced risk.
About Informa Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.
About Cardinal Capital Management, Inc.
Cardinal Capital Management is an independent, fee-based, registered investment advisor. The company's clients include individuals, trusts, and foundations. Cardinal Capital Management claims compliance with the Global Investment Performance Standards (GIPS®). A complete list and description of composites and policies for valuing portfolios, calculating performance, and preparing compliant presentations are available by calling (919) 532-7500 or contacting Andrea Boyle at [email protected].
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