Want to beat the market and win accolades for it at the same time? Think small cap in small countries. FIS Group just got recognized for it by Informa.
Emerging and frontier market specialist, the FIS Group, was awarded “Top Guns” status by Informa Investment Solutions’ PSN manager database on Monday. The recognition came for the FIS Group’s Non-U.S. Small Cap Equity Strategy in the Europe, Australasia, and Far East (EAFE) category, as well as the FIS Group Frontier Markets Equity Strategy.
The firm is run by Tina Byles Williams, CEO and CIO of FIS Group, a long time expert on non-traditional markets outside of the major developing countries. They take a tactical and a manager-of-managers approach to investing. They have around $4 billion in assets under management.
Informa Investment Solutions’ ranks investment products in six proprietary star categories in over 50 markets. The quarterly ranking is primarily used by institutional asset managers and investors. It is the longest-running investment manager database in North America.
Top Guns receive a star rating in the range from one to six. The stars indicate the continued performance over length of time. FIS was awarded three stars, meaning it was a top ten performer within its market segment, based on returns for the three-year period.
The same fund was also named a PSN Bull & Bear Master for the three-year period ending March 31, 2017. To qualify, products must have an R-Squared of 0.80 or greater relative to the style benchmark for the three-year period. In addition, products must have an upside market capture of over 100 and a downside market capture less than 100 relative to the style benchmark.
In addition, the FIS Group Frontier Markets Equity Strategy was named to Top Guns with a star rating of 2 meaning it was a top 10 performer within its market segment, based on returns for the one-year period.
“Large managers and large products have proven to be less nimble in capacity constrained markets. Returns deteriorated by over 70% for managers that hit the $500 million level in product AUM, according to our analysis. Any manager that disregards the capacity limits of less liquid spaces, like the frontier markets, puts their clients’ returns in peril,” says Byles Williams.
The FIS Group Non-US Small Cap Equity Strategy launched in June 2013 and has outperformed its benchmark MSCE EAFE Small Cap (SCZ 60,11 +0,44 +0,74%) for both the one year and three year periods ending March 31. 2017. The FIS Group Frontier Markets Equity Strategy launched in November 2013 and beat the MSCI Frontier Markets (FM 26,79 +0,12 +0,45%) for both the one year and three year periods ending March 31, 2017. Here’s How This Frontier Player Beats Markets, Wins Awards
Want to beat the market and win accolades for it at the same time? Think small cap in small countries. FIS Group just got recognized for it by Informa.
Emerging and frontier market specialist, the FIS Group, was awarded “Top Guns” status by Informa Investment Solutions’ PSN manager database on Monday. The recognition came for the FIS Group’s Non-U.S. Small Cap Equity Strategy in the Europe, Australasia, and Far East (EAFE) category, as well as the FIS Group Frontier Markets Equity Strategy.
The firm is run by Tina Byles Williams, CEO and CIO of FIS Group, a long time expert on non-traditional markets outside of the major developing countries. They take a tactical and a manager-of-managers approach to investing. They have around $4 billion in assets under management.
Informa Investment Solutions’ ranks investment products in six proprietary star categories in over 50 markets. The quarterly ranking is primarily used by institutional asset managers and investors. It is the longest-running investment manager database in North America.
Top Guns receive a star rating in the range from one to six. The stars indicate the continued performance over length of time. FIS was awarded three stars, meaning it was a top ten performer within its market segment, based on returns for the three-year period.
The same fund was also named a PSN Bull & Bear Master for the three-year period ending March 31, 2017. To qualify, products must have an R-Squared of 0.80 or greater relative to the style benchmark for the three-year period. In addition, products must have an upside market capture of over 100 and a downside market capture less than 100 relative to the style benchmark.
In addition, the FIS Group Frontier Markets Equity Strategy was named to Top Guns with a star rating of 2 meaning it was a top 10 performer within its market segment, based on returns for the one-year period.
“Large managers and large products have proven to be less nimble in capacity constrained markets. Returns deteriorated by over 70% for managers that hit the $500 million level in product AUM, according to our analysis. Any manager that disregards the capacity limits of less liquid spaces, like the frontier markets, puts their clients’ returns in peril,” says Byles Williams.
The FIS Group Non-US Small Cap Equity Strategy launched in June 2013 and has outperformed its benchmark MSCE EAFE Small Cap (SCZ 60,11 +0,44 +0,74%) for both the one year and three year periods ending March 31. 2017. The FIS Group Frontier Markets Equity Strategy launched in November 2013 and beat the MSCI Frontier Markets (FM 26,79 +0,12 +0,45%) for both the one year and three year periods ending March 31, 2017.