The 2025 “PSN Top Guns Manager of the Decade” ranking was given by Informa Financial Intelligence in February 2026 and covers the ten-year period ending December 31, 2025. KAR has not paid fees to Informa Financial Intelligence to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
The 2024 “PSN Top Guns Manager of the Decade” ranking was given by Informa Financial Intelligence in February 2025 and covers the ten-year period ending December 31, 2024. KAR has not paid fees to Informa Financial Intelligence to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.
Barron’s fund rankings are measured by each funds’ performance against all other funds in its LSEG Lipper category, with a percentile ranking of 100 being the highest and 1 the lowest. The result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, that performance boosts the overall ranking, while poor performance in the biggest funds will hurt a firm’s ranking. To be included in the ranking a firm must have at least three funds in the general equity category, one world equity, one mixed equity (such as a balanced or target-date fund), two taxable bond funds, and one national tax-exempt bond fund. For additional information regarding Barron’s ranking methodology please refer to the end of the article reprint located here: https://www.virtus.com/assets/files/7v0/barrons_best_fund_families_2024.pdf
The Pensions & Investments’ Top-Performing Managers report was published on March 5, 2024, and covers overall U.S. equity separate accounts for one year; overall U.S. equity separate accounts for five years; overall U.S. equity CITs for one year; and overall U.S. equity CITs for five years ending December 31, 2023. KAR did not pay any fees to participate in the ranking or fees for a license to reprint and distribute the results of the ranking. All data for the Pensions & Investments’ Top-Performing Managers report is provided from Morningstar’s global separate account/collective investment trust database. The data for the separate account and CIT rankings on which the story is based was pulled February 21, 2024. Please see historical performance for the Small Cap Quality Select strategy in this factsheet.
The 2023 “PSN Top Guns Manager of the Decade” ranking was given by Informa Financial Intelligence in February 2024 and covers the ten-year period ending December 31, 2023. KAR has not paid fees to Informa Financial Intelligence to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk- adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
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