The 1492 Small Cap Core Alpha strategy was ranked 1st out of 110 offerings in the U.S. Small-cap Growth & Value Equity asset class and 5th out of 384 offerings in the overall U.S. Growth & Value Equity asset class for the three year period ended
“Once again, our investment team is excited to earn Lipper’s 'Best Money Manager' rankings in our Small Cap Core Alpha strategy. Our repeatable process and investment philosophy has served our clients well through a variety of recent market cycles,” stated
“I am very proud of our portfolio management and research teams. They continue to do an excellent job managing a difficult, volatile investment environment,” commented
Learn more about our strategies on our website at www.1492CapitalManagement.com or by contacting
Past performance does not guarantee future results. No investment firm, including 1492
Comments and opinions expressed in this document regarding individual securities, markets, strategies and case studies are not recommendations or predictions, and thus should not be acted upon. They are based only upon the judgments and opinions of 1492's professional staff. The use of any investment strategy does not guarantee that an investment return will be achieved, or that a loss will not occur from the advice provided. You are encouraged to contact us with your questions.
Minimum criteria for inclusion in Best Money Managers:
1. Performance must be calculated "net" of all fees and brokerage commissions. This means after all fees and commissions have been deducted. This standard is somewhat controversial, as the
2. Performance must be calculated inclusive of all cash reserves. To explain, any given investment portfolio will hold some level of cash over a particular reporting period. Even equity portfolios which specifically seek to be fully invested in the market at all times will temporarily have dividend payments and other ordinary cash flows which cannot instantaneously be invested in the market. These cash holdings obviously will have an effect on the performance of the overall portfolio - negative when cash returns are low relative to returns of the asset class, and positive if the opposite is true. While presentation of "equity-only" (for example) returns may provide a valuable insight into the security selection skills of the manager, we require for comparability's sake that performance results be inclusive of cash reserves for consideration in the rankings.
3. Performance results must be calculated in U.S. dollars, that is, from the perspective of a U.S.-based investor. Currency holdings can have a very significant impact on the performance of a portfolio with international holdings. While this will always be the case (as we do not make distinctions between hedged and un-hedged portfolios), we require that performance must be translated into U.S. dollars to ensure comparability to the point where these are all returns that would be seen by a U.S. based investor.
4. Performance results must be calculated on an asset base which is at least
5. The classification of the product must fall into one of the categories which we rank. We only publish rankings for categories/time period combinations for which we have at least 20 contenders.
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