RYE BROOK, N.Y., Feb. 24, 2025 /PRNewswire/ — Belle Haven Investments announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2024.
The highly anticipated list awarded three of Belle Haven’s SMA strategies the Top Guns Manager of the Decade distinction five times for the 10-year period ending Q4 2024.
Muni PLUS was awarded Manager of the Decade in the Municipals Universe. The strategy has received four previous Manager of the Decade recognitions.
Taxable PLUS was awarded Manager of the Decade in both the Core Fixed Income and US Fixed Income Universes for the sixth consecutive year (ten previous recognitions).
Taxable Ladder PLUS was awarded Manager of the Decade in both the Intermediate Core Fixed and Core Fixed Income Universe. The strategy has received four previous Manager of the Decade recognitions.
“We are honored to once again be recognized on the PSN Top Guns List, with multiple Belle Haven strategies earning the prestigious Manager of the Decade distinction. We take great pride in our ability to navigate the fixed income markets with precision and remain dedicated to providing high-quality investment solutions and client service.”
– Matt Dalton, CEO & CIO
Muni PLUS is Belle Haven’s flagship, actively managed separate account strategy that invests in tax-exempt municipal bonds. Taxable PLUS (a Core fixed income strategy) and Taxable Ladder PLUS (an Intermediate Govt/Credit strategy) are actively managed separate account strategies that invest in taxable municipal bonds, corporate bonds, agencies and treasuries.
Additionally, Taxable PLUS and Taxable Ladder PLUS received the following designations for the fourth quarter of 2024:
Taxable PLUS – 6 Stars – Core Fixed Universe
Taxable PLUS – 6 Stars – US Fixed Income Universe
Taxable Ladder PLUS – 6 Stars – Intermediate Core Fixed Universe
“The final quarter of 2024 was defined by both volatility and resilience, success in these markets required relentless effort, rigorous research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns recognizes the top managers and teams whose expertise continues to drive the growth of SMAs amid today’s complex and rapidly evolving market conditions.”
Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.
Belle Haven’s Muni PLUS, Taxable Ladder PLUS and Taxable PLUS strategies earned the PSN Top Guns Manager of the Decade award, meaning these strategies had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategies returns were 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 top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.
Belle Haven’s Taxable Ladder PLUS and Taxable PLUS strategies also earned the PSN Top Guns 6 Stars award, meaning these strategies 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. 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 6 Star Top Guns.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.
About BELLE HAVEN INVESTMENTS
Belle Haven Investments is an independent asset manager specializing in separately managed taxable and tax-exempt portfolios since 2002. The firm is uniquely committed to serving Consultants and Advisors along with the Institutions, Foundations, Family Offices and High Net Worth individuals whom they represent. The team’s expertise and focus on the fixed income asset class has resulted in award-winning strategies. Belle Haven is a Registered Investment Advisor with the Securities Exchange Commission (SEC). For more information, please visit www.bellehaven.com.
About PSN
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view online here. Visit PSN online to learn more.
Belle Haven Investments, L.P., (“Belle Haven” or the “Firm”) is defined as a fixed income manager of separately managed and sub-advised portfolios. The Firm manages taxable and tax-sensitive accounts which invest in U.S. municipal, corporate, government, and treasury securities. Not included in the “Firm” is the broker/dealer group Belle Haven Investments, L.P. Belle Haven Investments, L.P.’s investment philosophy seeks to capitalize on structural inefficiencies in the fixed income market through a bottom-up approach; identifying undervalued securities due to transaction size, optionality, and/or credit, among other characteristics. Any awards or recognition referenced in this piece are produced by firms other than Belle Haven Investments, L.P. Criteria used to determine these awards may vary depending on the organization presenting the award. Belle Haven Investments, L.P. cannot guarantee the accuracy of any other firm’s ranking or ranking methodology. For further information on obtaining a list of such criteria and/or additional information on our strategies or awards, please contact [email protected].
SOURCE Belle Haven Investments
