Q3 2023 Recognition

Private Capital Management Wealth Management Naples Florida
Private Capital Management Wealth Management Naples Florida
Private Capital Management Wealth Management Naples Florida
Private Capital Management Wealth Management Naples Florida

Value Focus

PSN Top Guns Bull/Bear

Small Cap Universe

PSN Top Guns 4 Stars

Small Cap Universe

Small Cap Value Universe

Small-Mid Cap Universe

Small-Mid Value Universe

PSN Top Guns 3 Stars

Small Cap Universe

Small Cap Value Universe

Small-Mid Cap Universe

Small-Mid Value Universe

Value Equity

PSN Top Guns Bull/Bear

Small Cap Universe

Small-Mid Cap Universe

Small-Mid Value Universe

PSN Top Guns 4 Stars

Small Cap Universe

Small-Mid Cap Universe

Small-Mid Value Universe

PSN Top Guns 3 Stars

Small-Mid Cap Universe

Small-Mid Value Universe

PSN Top Gun Category Definitions:

Bull & Bear Masters:  had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period.  Moreover, the strategy had 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.

4-Star Category:  had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period.  Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods.  The top ten returns for the latest three-year period then become the 4 Star Top Guns.

3-Star Category:  had one of the top ten returns for the three-year period in their respective strategy.

PSN Enterprise Ranking Awards for U.S. Value and U.S. Equity Managers include the period commencing September 30, 1994 through September 30, 2023.  PSN Awards and Ranking Data are made available pursuant to a licensing agreement that includes the payment of a standard licensing fee.