San Antonio. TX. November 9, 2022 – Robinson Value Management’s Market Opportunity strategy earned PSN Top Guns designations from Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
Market Opportunity received recognition for its top 10 performance for returns during the quarter, one-year, and three-year periods ending June 30, 2022 in PSN’s Large Cap Equity Universe.
For the periods ending June 30, 2022, the Large Cap Equity Universe is comprised of 411 firms and 884 US equity products that select Large Cap (10-50 billion) as their primary market capitalization range. The universe excludes REIT and convertible products. A copy of the three-year period ranking is included in this release, as well as a fact sheet describing the strategy in more detail.
“We are very pleased to see the strong results from our Market Opportunity product, especially in this difficult environment,” said Amy Abbey Robinson, CEO, Robinson Value Management, Ltd. “Market Opportunity is designed to run alongside other equity exposures to help mitigate some risks inherent to stocks through different and better diversification. It is an important aspect to how Robinson Value Management pursues its mission to deliver superior risk-adjusted returns using aggressively defensive investment management.”
About Robinson Value Management, Ltd.
Robinson Value Management, Ltd. is an independent investment management firm, not affiliated with any parent organization. Robinson Value Management has been registered with the appropriate regulatory body, the state of Texas or the United States Securities and Exchange Commission, since inception. Founded in 1997, Robinson Value Management, Ltd. took on its current name and ownership structure in 2008 having previously operated under the name Robinson & Wilkes, Ltd. Robinson Value Management compensated PSN for use of its copyrighted material. No compensation was paid to PSN for its consideration of Robinson Value Management for the Top Guns designation. The Market Opportunity composite includes all fee-paying, fully discretionary accounts primarily participating in market timing and select tactical investments. The approach uses margin, imbedded in Exchange Traded Funds (ETFs), to establish short and leveraged long positions. Leveraged long positions and short positions involve considerable risk and are not suitable for many investors. Robinson Value Management claims compliance with Global Investment Performance Standards (GIPS®). Robinson Value Management has been verified for the periods December 31, 1997 through December 31, 2020 by Riddles Investment Consulting, Inc. A copy of the verification report is available upon request. Past performance cannot guarantee comparable future results. To receive a complete list and description of Robinson Value Management Composites and/or a presentation that adheres to the GIPS standards, please call (210) 490-2545, email email@example.com, visit www.robinsonvalue.com, or write to Robinson Value Management, Ltd., 120 East Basse Road, #102, San Antonio, Texas 78209. GIPS®, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. CIMA® and RMA® are registered certification marks of the Investments and Wealth Institute®. Other third-party marks and brands are the property of their respective owners.
About Informa Financial Intelligence and Plan Sponsor Network (PSN)
Informa Financial Intelligence is a leading provider of solutions and custom services to financial institutions and investment professionals. For over 30 years, Informa Investment Solutions has supplied valuable data and offered tailored performance measurement, wealth management tools, reporting, and communications solutions to brokerages, money management firms, investment consultants, independent advisors and pension plan sponsors. Informa serves more than 1,300 clients and track data in its widely used PSN database for more than 2,000 investment management firms and 12,000 products worldwide. For more information on Informa Investment Solutions, visit www.informais.com. PSN, a division of Informa Investment Solutions Inc., maintains the world’s longest-running and most robust manager database, containing 12,000 institutional investment products reported by more than 2,000 managers.