QSV Named to PSN Top Guns List of Best Performing Strategies for Q4 2023

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.

Naperville, IL – February 23, 2024 – QSV Equity Investors announced today its QSV Select strategy has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for 4Q 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers. QSV was honored with a Five Star Ranking for its Select strategy in the Small-Mid Cap Universe, highlighting its top ten ranking on a risk adjusted basis over the trailing three years.

“As the needs and viewpoints of investors are becoming more diverse, investment advisors must incorporate strategies capable of being customized to their client’s goals. SMA strategies are becoming increasingly important as an efficient tool to provide custom investment solutions for portfolios of all sizes and have seen asset growth of over 19% in 2023. It is also increasingly important for managers to identify quality SMA strategies. Zephyr PSN has been helping advisors find quality products for 40 years and achieving Top Gun status confirms that QSV Equity Investors has outperformed their peers in a meaningful way,” said Nick Williams, Product Manager of PSN at Zephyr.

“Small and mid-cap stocks currently present exciting opportunities, but selectivity is important,” noted QSV Chief Investment Officer Randy Hughes. “QSV’s Select strategy holds our firm’s best ideas. We believe its focus on businesses with durable competitive advantages will continue to reward our clients over time.” QSV CEO Jeff Kautz added that “this Top Guns rating highlights the long-term competitiveness and risk management of QSV Select that we continually seek to deliver.”

Through a combination of 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. QSV Select was awarded a Top Gun 5-Star rating, meaning that QSV Select had an r-squared of 0.80 or greater relative to the  style benchmark for the recent five-year period. Moreover, Select’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three year period then become the 5 Star Top Guns.

QSV manages three fundamental strategies, Small Cap, Mid Cap and Select, each of which seeks to reward clients with performance that is above its benchmark and peers over a full market cycle with less volatility. QSV ’s investment team invests alongside its clients in small and mid-cap businesses they believe can sustain high returns on invested capital through durable competitive advantages. QSV believes that selectively owning shares of these businesses, purchased at reasonable valuations, offers investors an attractive opportunity to diversify their portfolios and grow long-term wealth. 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. For more details on the specific performance and characteristics of QSV ’s strategies, including a fully GIPS compliant presentation, please visit www.QSVequity.com.

About QSV Equity Investors, LLC

QSV Equity Investors is an employee-owned asset management firm that invests alongside its clients in high conviction portfolios of quality small and mid-capitalization businesses. QSV manages these portfolios of publicly traded companies for individuals, family offices and institutions. Based in Naperville, Illinois, QSV was founded in 2016 by Jeff Kautz and Randy Hughes, investment professionals who previously held senior roles at Janus Henderson subsidiary Perkins Investment Management and have invested together for over 25 years.

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 Visit PSN online to learn more.

Media Contact:

Dave Mertens
QSV Equity Investors, LLC
dmertens@qsvequity.com
(630) 376-4392