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Jackson Creek Named to PSN Top Guns List of Best Performing Strategies for Q4 2022
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies
Media Contact:
Chris McQuillan
Jackson Creek Investment Advisors
cmcquillan@jacksoncreekinvest.com
(720) 826-4106
Castle Rock, Colorado - March 23, 2023 — Jackson Creek Investment Advisors 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 Q4 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. “Jackson Creek has done remarkable work and we are pleased to include them as a top performer.”
Mark Jaeger, Managing Member of Jackson Creek Investment Advisors stated, “We are very pleased to receive this acknowledgement from PSN. The fact that two of our strategies were recognized makes it even more special.” Mark Jaeger and John Riddle, Managing Member & Chief Investment Officer, have both been managing the Jackson Creek U.S. Small Cap Equity and U.S. Mid Cap Equity strategies since their inception in 2007. “Receiving accolades for multiple timeframes is quite rewarding,” adds Riddle.
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. The complete list of PSN Top Guns and an overview of the methodology can be located via the link above. Registration is required but is free of charge.
Jackson Creek’s Mid Cap Core Equity strategy was named Top Gun 2-Star rating, meaning our US Mid Cap Core Equity strategy had one of the top ten returns for the one-year period in their respective strategy.
Jackson Creek’s Mid Cap Core Equity strategy was named Top Gun 3-Star rating, meaning our US Mid Cap Core Equity strategy had one of the top ten returns for the three-year period in their respective strategy.
Jackson Creek was named Top Gun Manager of the Decade, meaning our US Small Cap Core Equity strategy had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s gross of advisory fees returns were greater than the style benchmark for the latest 10-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.
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.
Jackson Creek Investment Advisors did not provide any compensation to PSN to be included in the rankings. Our firm has no affiliation or relationship with PSN.
About Jackson Creek Investment Advisors
Jackson Creek Investment Advisors LLC is an independent, SEC-registered, 100% employee-owned, investment advisor. We combine market analysis, psychology, risk management, and a commitment to excellence to create customized strategies based on each client's specific goals. As fiduciaries, we always put client interests first. Jackson Creek Investment Advisors LLC was established in July 2020 and whose employees have a history of providing valuable investment advice to clients. The team has been working together - and on the current strategies - for over five years, with most employees having over ten years together. Our process and track record date back to 1996 when our first institutional strategy was launched. At Jackson Creek, we strive to provide knowledgeable, understandable, and useful advice to clients. We are able to accomplish this by acting as a fiduciary. This means we always have your best interest in mind. We invite you to have a conversation and get to know us.
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 rely. 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 Margaret Tobiasen at Margaret.tobiasen@informa.com. Visit PSN online to learn more.
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