Our primarily backward looking, statistical methodology has averaged above market returns with below market risk over the course of several decades.
 
  Effron PSN TOP GUN Performance Rankings  
     
 
Time Period Press Release Ranking
1 year ending 9/30/09 RVM Recognized in Ninth "Top Guns" Ranking from Effron-PSN in 2 star rating
Quarterly performance puts RVM in Top 10 among peer investment firms
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1 year ending 06/30/09 RVM Recognized for "Top Guns" Ranking by Informa Investment Solutions
One Year Performance Continues to Lead Large Cap Equity Universe
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1 year ending 12/31/08 RVM Featured in Pensions & Investments "Top-Performing Equity Managers" and Recognized by Informa Investment Solutions for "Top Guns" Ranking
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3 years ending 3/31/02 Robinson & Wilkes Achieves Fifth "Top Gun" Ranking from Effron-PSN
Three year performance puts Robinson & Wilkes first among peer investment firms
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3 years ending 12/31/01 Robinson & Wilkes Given "Top Gun" Ranking by Effron-PSN for Fourth Time
Three year performance puts R&W in top ten among peer investment firms
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Quarter ending 12/31/01 Robinson & Wilkes Makes its Third Appearance on Effron-PSN's "Top Guns" List
Fourth Quarter performance puts R&W in top ten among peer investment firms
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Quarter ending 3/31/01 Robinson Wilkes Again Achieves "Top Guns" Ranking from Effron-PSN
First Quarter performance puts RW second among domestic large cap investment firms
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Quarter ending 3/31/01 Robinson Wilkes Achieves “Top Gun” Ranking from Effron-PSN
First Quarter performance puts RW first among peer investment firms
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  Nelson's "World's Best Money Managers"  
 
Date Category Ranking
12/31/03 U.S. Tactical Asset Allocation 3 Year Returns 20 out of 81
12/31/03 U.S. Tactical Asset Allocation 5 Year Returns 19 out of 72
9/30/03 U.S. Tactical Asset Allocation 3 Year Returns 11 out of 77
9/30/03 U.S. Tactical Asset Allocation 5 Year Returns 19 out of 69
 
     
  Databases  
  Robinson Value Management, Ltd. participates in several databases in order to make its information available to investment advisors, consultants and individual investors.  
     
     
 
Provider Databases
Informa Investment Solutions Effron PSN
CRA RogersCasey InvestWorks
Morningstar Principia: Separate Accounts Module
Nelson's Marketplace
eVestment Alliance eASE ANALYTICS
 
     
  FOOTNOTES  
  Robinson Value Management Ltd. (RVM) is an independent investment management firm, not affiliated with any parent organization. Founded in 1997, Robinson Value Management, Ltd. is registered with the SEC and serves both individual and institutional clients. The name was changed to Robinson Value Management, Ltd. from Robinson & Wilkes, Ltd. on December 31, 2008.

Robinson Value Management, Ltd. claims compliance with the Global Investment Performance Standards (GIPS®). To receive a complete list and description of Robinson Value Management, Ltd.’s composites, a presentation that adheres to GIPS® standards, or a copy of the verification report, contact us at 210-490-2545, write Robinson Value Management, Ltd., 342 West Woodlawn Avenue, #201, San Antonio, TX, 78212, or email us at amy@robinsonvalue.com.
 
     
  Robinson Value Management, Ltd.
342 W. Woodlawn Avenue, #201
San Antonio, Texas 78212

Phone: 210.490.2545
Fax: 210.490.2353
amy@robinsonvalue.com
   
   
   
   
 
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