Crossvault Named “Top Guns” In Ranking by Informa Investment Solutions

by Marilou Long on May 21, 2009

in Crossvault News

 

San Antonio,TX – May 20, 2009 – Crossvault Capital Management today announced that it has been named “Top Guns” by Informa Investment Solutions (IIS) PSN database in the Domestic Balanced Universe in the 1 Star category for the quarter ending March 31, 2009. The 1 Star ranking is based on performance for the most recent quarter.*  Each category recognizes the ten top performing managers for a specific time period vs. their peer group.   In February of this year, Crossvault  was also recognized by Informa as a “Tops Guns” recipient for both the Domestic All Cap Growth Equity Universe in the 1 Star category and the Domestic Municipals Fixed Income Universe in the 3 Star category for the period ending December 31, 2008.

The PSN database was the first investment manager search and evaluation database and has been recognized as a leader in providing separately managed account information. PSN presents information on more than 2,000 managers and more than 25 years of historical performance.  The database was designed to assist investment professionals in manager searches and evaluation processes.  More information about the database and IIS is available at their website, www.informais.com.

“We are pleased to receive this recognition for our moderate balanced portfolios in the midst of the on-going market turmoil. This has been a challenging environment for both fixed income securities and equities, and we feel that receiving this designation following our two “Top Guns” in February validates our current strategy,” said Laura Ehrenberg-Chesler, Co-CEO and Chief Investment Officer.

 

About Crossvault Capital Management, LLC

Crossvault Capital Management, LLC was founded in early 2000 as a boutique investment advisory firm by Laura Ehrenberg-Chesler and Marilou Long. It is registered with the Securities and Exchange Commission.  The firm is owned entirely by the founders and an additional principal, Jacque Smith.  Crossvault offers customized equity, fixed income, and balanced separate account management for high net worth individuals and institutions.  For additional information, see www.crossvault.com.

Crossvault Capital Management, LLC claims compliance with the CFA Institute’s Global Investment Performance Standards (GIPS®). The CFA Institute has not been involved with or reviewed Crossvault’s claim of compliance.  To receive a complete list and description of Crossvault’s composites and/or a presentation that adheres to the GIPS® standards, contact Marilou Long at 210-223-6929, or write Crossvault Capital Management, 7373 Broadway, Suite 107, San Antonio, Texas, 78209, or mlong@crossvault.com. Past Performance is no guarantee of future results.

*Additional information on the PSN database and ranking system:

The peer groups or universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. The 1 Star category top performers are strictly based on quarterly returns, and the 3 Star category top performers are strictly based on returns for the three year period.  Informa Investment Solutions states on its reports that the content of the Investment Manager Top Guns is intended for use by qualified investment professionals.

 

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