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AH Williams & Co Named to PSN Top Guns List of Best Performing Strategies



Haddonfield, NJ—February 21, 2024— AH Williams & Co 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 4Q 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

As the needs and viewpoints of investors are becoming more diverse, investment advisors must incorporate strategies capable of being customized to their client’s goals. SMA strategies are becoming increasingly important as an efficient tool to provide custom investment solutions for portfolios of all sizes and have seen asset growth of over 19% in 2023. It is also increasingly important for managers to identify quality SMA strategies Zephyr PSN has been helping advisors find quality products for 40 years and achieving Top Gun status confirms that AH Williams has outperformed their peers in a meaningful way.” Said Nick Williams Product Manager of PSN at Zephyr.

AH Williams CorePlus municipal bond strategy seeks to combine tax free income with active proprietary trading the objective being enhancing total return.

“We are delighted to be recognized as a top performer in our peer group. Our performance is a testament to the specialization, focus, and decades of experience in the municipal securities marketplace” says Glenn Williams, President.

Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.

AH Williams’s CorePlus strategy was named in several Top Gun rating categories including:

1* Star category: Municipals Universe meaning it had one of the top ten returns for the quarter in their respective strategy.

2**Star category: Municipals Universe / US Fixed Income Universe/ Long Maturity Universe meaning it had one of the top ten returns for the one-year period in their respective strategy.

3 ***Star Category: Municipals Universe/ US Fixed Income Universe/ Long Maturity Universe meaning it had one of the top ten returns for the three-year period in their respective strategy.

4**** Star category: CorePlus 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.

CorePlus strategy combines aspects of a traditionally managed portfolio with an active trading strategy. It is focused primarily on generating income with a growth component. Client accounts will be invested with the majority of the portfolio constructed to maximize income. A portion of the portfolio will be available to participate in leveraged active trading. Incorporating short term trading strategies produces a unique opportunity to decrease the amortization of core holdings and promote portfolio growth. This strategy seeks to enhance the total return potential of client portfolios. The combination of investment strategies provides the potential for higher yield and performance in a "blended" return.
 
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.

AH Williams & Co employs expertise in institutional-level trading to create an alternative way to invest in municipal bonds. By using active management and margin accounts clients participate in trades that many traditional fixed income managers are not able to replicate. A.H. Williams & Co separately managed account (SMA) programs are specific to each client’s investment objectives and risk profile, because each account is held directly by each individual client.

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. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Robby Resendez at PSNdata@informais.com Visit PSN online to learn more.


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