Patty Quinn McAuley
Navigator® International ADR Recognized as Top International Equity SMA for the Second Year in a Row
Philadelphia, PA, March 6, 2019 — Clark Capital Management Group, an independent asset manager founded in 1986, has received the PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions in the PSN International Equity Universe category for the ten-year period ending December 31, 2018.
The Navigator® International Equity/ADR Strategy, managed by Senior Portfolio Manager Anthony Soslow, CFA® alongside analysts Scott Swickard, CFA®, and Marek Hlinka, CFA®, focuses on identifying high quality, undervalued companies with improving business prospects and seeks to deliver consistent excess returns over a full market cycle. The strategy has outperformed its benchmark, the MSCI All Country World ex USA Index, on an annualized basis since its inception in 2008.
For investors searching for opportunities in today’s global markets, Soslow believes that international equities remain attractive. “With recent volatility we’ve seen in the markets, we believe investors can benefit from an active approach and bottom-up stock selection.”
This is the second consecutive year the strategy has been recognized for its 10-year performance and lower standard deviation. “We are thrilled to receive this recognition from Informa,” said Sean Clark, CFA®, Chief Investment Officer. “To be recognized for this award two years in a row is a testament to our equity team’s consistent application of a disciplined investment approach.”
“For over three decades, Clark Capital has sought to provide advisors and investors with asset management excellence and consistent performance through a variety of markets,” said Brendan Clark, CFA®, Chief Executive Officer. “We are honored to receive this recognition and believe it is a reflection of our passionate commitment to delivering successful client outcomes.”
About Clark Capital Management Group
Clark Capital Management Group is an independent asset management firm providing institutional quality investment strategies to individual investors, corporations, foundations, and retirement plans. The Firm was founded in 1986 by Harry Clark, Executive Chairman, and has been entrusted with over $14.3 billion* in assets.
Our investment philosophy is driven by a single-minded focus: to add value for our collective clients. This focus enables us to seek superior risk-adjusted returns over full market cycles through a disciplined process focused on three principles: meaningful diversification, opportunistic asset allocation, and personalized risk management. It compels us to maintain a long-term perspective and provide innovative investment management strategies that enable advisors to deliver investment success to their clients. Portfolio Managers utilize both a relative strength, top down methodology and a fundamental, bottom-up methodology across fixed income, equity, alternative, and diversified asset allocation strategies.
*As of January 31, 2019; includes assets under management and sub-advised assets.
Clark Capital Management Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Clark Capital’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
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/.
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. Clark Capital Management Group was named a Top Gun Manager of the Decade meaning 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 top10 performers for the latest 10-year period become the PSN Top Guns of the Decade. The complete list of PSN Top Guns and an overview of the methodology is available at http://www.informais.com/resources/psn-top-guns.
The ranking shown above is not indicative of future performance and may not be representative of any one client’s experience because it reflects an average of all, or a sample of all, the experiences of an adviser’s clients.