Managed by Easterly Snow, the Focused Value Strategy has earned a coveted 4-Star Large Value Universe recognition on Zephyr’s PSN Top Guns Honors list for Q4 2024
BEVERLY, Mass. March 26, 2025 – Easterly Asset Management, home to investment teams that provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity, and active fixed income, today announced that the Easterly Focused Value Strategy has been recognized with a 4-Star Large Value Universe status by PSN Top Guns Honors.
Managed by Easterly Snow, the Focused Value Strategy identifies high-conviction, mid to large-cap value equities that seek to deliver long-term capital appreciation through a fundamental, contrarian, bottom-up investment process. Leveraging decades of experience in the value equity space, Easterly Snow has been a strategic partner of Easterly Asset Management since 2021.
“We’re honored that our Focused Value Strategy has been recognized by PSN Top Guns,” said Josh Schachter, Senior Portfolio Manager at Easterly Snow. “This recognition reflects the dedication of our team and our disciplined investment approach, that enables us to deliver value for clients.”
PSN Top Guns ranks thousands of investment strategies annually across 75 peer groups, through a meticulous review process, awarding them 1 to 6 stars based on their performance. The rankings cover various investment categories and highlight strategies that excel in different market conditions.
“We believe that a disciplined, research-driven approach is essential for success in today’s volatile market,” said Darrell Crate, Founder and Managing Principal of Easterly Asset Management. “Our team has an established track record of navigating uncertainty and delivering value for our clients, allowing us to identify opportunities and manage risk effectively in any market environment.”
About Easterly
Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity and active fixed income. Founded in 2019, Easterly’s goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors. Easterly enables high-performing managers to operate at scale by delivering best-in-class resources, risk management, operational support, infrastructure and an institutional and wealth distribution team. As of September 30, 2024, Easterly and its Strategic Partners manage over $60B of client assets. For more information, visit easterlyam.com.
Media Contacts
Jen Zeilman
jzeilman@easterlyam.com
Nneka Etoniru
easterly@avenuez.com
*Past performance is not indicative of future results.
PSN Top Guns employs the following rating categories in its award methodology:
1 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on current quarter returns.
2 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.
3 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the three year period.
4 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS.
6 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.
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