- U.S. equities experienced a downturn in Q1 2025, following two consecutive years of over 20% gains.
- Logan Capital Management, Wellington Management, and Western Asset Management were leading performers in their respective investment universes.
- Zephyr launched the PSN Manager Advantage program, enhancing promotional and market intelligence support for asset managers.
Zephyr, a subsidiary of Informa plc, has released its PSN Top Guns List for the first quarter of 2025, spotlighting the top-performing separate accounts, managed accounts, and managed ETF strategies. This release comes amid a notable shift in market dynamics, with U.S. equities witnessing a decline after two years of substantial gains, while international markets, particularly in Europe, exhibited robust performance.
Among the top performers, Wellington Management's European Contrarian Value strategy achieved a remarkable 15.4% return in the Europe Universe. Logan Capital Management's Concentrated Value strategy gained 12.0% in the Large Value universe, while Western Asset Management's US Long Duration Plus strategy secured a 3.8% increase in the Core Plus Universe. These strategies underscore the resilience and adaptability of asset managers in a changing economic landscape.
Beyond the quarterly report, Zephyr has introduced the PSN Manager Advantage program, designed to bolster promotional efforts and provide market intelligence packages to asset managers. This initiative offers digital coverage and brand building opportunities, coupled with actionable insights derived from the extensive PSN Database. This database encompasses over 2,800 firms, 285 universes, and more than 21,000 products, supported by over 40 years of historical data.
For asset and wealth managers seeking to capitalize on these insights and join the ranks of top performers, Zephyr offers comprehensive resources and data through its acclaimed PSN platform, which continues to be a vital tool for navigating the complexities of global investment markets.
