Haddonfield,
NJ—August
15,
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 2Q 2024. The highly anticipated list,
published by Zephyr, remains one of the most important references for
investors and asset managers.
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 best in class manager. Our
performance reflects our 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.