Award-Winning Portfolios: Our Returns have Spoken

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Top Gun Designation

PSN Informa/ Zephyr

What do these Top Gun awards mean?

  • 3 Star: the portfolio had one of the top ten returns for the three-year period ending 6/30/3022.
  • 4 Star: the portfolio had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns. 
  • Bull & Bear Masters: The portfolio had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
  • Best-of-the-Best: The portfolio was the #1 portfolio among the metrics measured for the relevant award.

 

PSN Informa is the longest-running database of Investment Managers. Severin Investments did not directly or indirectly compensate PSN Informa/Zephyr in connection with obtaining or using any of the Top Gun Awards. However, Severin Investments does pay a small licensing fee to use the PSN Bull/Bear Logo. 

 

 

 

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Five Star Rating

Morningstar

Our Long Term Growth, Moderate Growth, Conservative Growth, and Moderate Growth & Income portfolios have all received a 5-Star Overall Morningstar Rating™ as of June 30, 2022, meaning they are in the top 10% of funds within their category. Morningstar rates funds from one to five stars based on how well they have performed (after adjusting for risk) in comparison to similar funds. Past performance is no guarantee of future results.

 

Severin Investments did not directly or indirectly compensate Morningstar in connection with obtaining or using any of the Morningstar Awards. However, Severin Investments does pay a licensing fee to use the Morningstar 5 Star logo. 

 

A+ Rating

Better Business Bureau

The Better Business Bureau is the leader in advancing marketplace trust. We are proud to have been accredited by the Better Business Bureau. The accreditation is based on the Better Business Bureau's assessment of type of business, time in business, transparency of business practices and other factors.