March 20, 2023
Patrick A. Snell, CFA, CAIA
Chief Investment Officer
M Capital Advisors Awarded Manager of the Decade
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate
accounts, managed accounts, and managed ETF strategies
March 20, 2023 — M Capital 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 4Q 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. “M Capital Advisors has done remarkable work and we are pleased to include them as a top performer.”
The portfolio is constructed with a blend of large-cap value and growth stocks. The strategy combines long-term capital appreciation with income by investing in high quality, dividend-yielding securities. Our objective is to grow income, preserve capital and produce competitive returns.
“We are honored to receive this ranking. Our investment team worked hard for this well-deserved recognition, and it solidifies our commitment to serving our clients,” said Frank Mastrapasqua, PhD, Chairman of M Capital Advisors.
Through a combination of PSN’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 75 universes based on continued performance over time.
“The PSN Top Guns List award is certainly gratifying and a testament to M Capital’s disciplined investment process which tightly integrates a top-down macroeconomic view with bottom-up fundamental equity analysis” remarked Patrick Snell, CFA, Chief Investment Officer.
M Capital’s Large-Cap Core Equity strategy was named Manager of the Decade, meaning the Large-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 returns were greater than the style benchmark for the latest10-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.
Mastrapasqua Asset Management, Inc. does business as M Capital Advisors. If you have a question or need further information, please contact:
Edwin Barton, Principal, Chief Portfolio Strategist in Nashville at 615-255-9898, firstname.lastname@example.org
Claude Koontz, CFA, Principal & Portfolio Manager in San Antonio at 210-353-0519, email@example.com
© 2023 Mastrapasqua Asset Management, Inc. All rights reserved.
The information and opinions contained in this report should not be treated as fact or as insight that will produce desired investment results over time. Investment conclusions always bear risk, and that risk may not be reasonable for any particular reader. Obviously the writer, even assuming good intentions, does not know of the reader’s particular financial circumstance and therefore is not able to assess the propriety of whether a named security makes sense as part of a given individual, family, or institutional portfolio. Mastrapasqua Asset Management clients may, from time to time, own some of the companies mentioned. We hold out no duty to give readers of this column advanced notification of when we may change an opinion. Investors should receive investment advice based on an assessment of their own particular investment circumstances and not on the basis of recommendations in this report. Past performance is not indicative of future returns.