COLUMBIA, S.C.--(BUSINESS WIRE)--
Wallick Investments Core Growth Separate Account achieved prestigious 6-Star
status from PSN Top Guns in the All Cap Equity Universe. This award
is given to the top ten performing firms in their peer group for the
five-year period ending March 31, 2014. Wallick Investments Core Growth
ranked #9 out of 349 firms and 530 products in the All Cap Equity
Universe. WI Core Growth’s rate of return (annualized): 1 year - 28.53%
vs. Russell 3000 - 22.61%; 3 year - 16.97% vs. Russell 3000 - 14.61%;
and 5 year - 25.07% vs. Russell 3000 - 21.93% (time periods greater than
1 year - average annualized return).
“Wallick Investments Core Growth is a major part of our equity
allocation strategy. We are obviously quite pleased with our ranking as
it verifies that we add significant value to our clients’ portfolios,”
said Daniel Wallick, managing partner and chief investment officer of
PSN (Plan Sponsor Network) produced by Informa Investment Solutions, is
one of the leading investment manager search and evaluation databases to
be offered industry wide. PSN tracks more than 2,000 money management
firms and over 20,000 investment products. For more information
regarding the Top Guns List please visit www.informais.com.
PSN and Informa Investment Solutions have no affiliation with Wallick
Investments, LLC, but rather evaluate investments managers’ performance
on an objective basis. Products must have an R-Squared of .80 or greater
relative to the style benchmark for the latest five year period ending
March 31, 2014. Moreover, products must have returns greater than the
style benchmark for the three latest three-year rolling periods ending
March 31, 2014. 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. At this point, the top ten
information ratios for the latest five-year period ending March 31, 2014
then become 6 Star Top Guns.
In addition to the PSN Top Guns rating, Money Manager Review, San
Franciso-based firm providing independent analysis of private money
management firms, ranks Wallick Investments Core Growth Composite #1
in the nation for 3-year performance and #2 for 5-year performance
among multi-cap blend managers for first quarter 2014 (www.managerreview.com).
(See Portfolio Review at http://www.publish-it-online.com/publication/?m=13445&l=1).
Also, Morningstar®, a leading provider of independent investment
research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com),
continues to rank Wallick Investments Core Growth Composite with a 4-star
Morningstar RatingTM for overall performance
for mid-cap blend managers. Wallick Investments is one of only three
Registered Investment Advisory firms in South Carolina to received
Morningstar Separate Account RatingsTM.
Wallick Investments’ strategies are available to individuals and trust
accounts (IRA, joint or individual), pensions (401K), foundations,
endowments and other non-affiliated advisors (50K minimum).
More information is available at www.wallickinvestments.com.
Daniel Wallick, 803-699-9400
Source: Wallick Investments, LLC