Crossvault Capital Management, LLC Named “Top Guns”

by Marilou Moursund on September 15, 2015

in Crossvault News

During a period when market conditions remain challenging, we are pleased to announce that we have been named “Top Guns” by Informa Investment Solutions (IIS) PSN database in the All Cap Growth Equity Universe in the 1 Star category for the quarter ending June 30, 2015. Each category recognizes the ten top performing managers for a specific time period vs. their peer group. We were also named “Top Guns” in the US Balanced Universe in the 1 Star and 2 Star categories for the same quarter. The 1 Star ranking is based on performance for the quarter, and the 2 Star ranking is based on performance for the one year period.*

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 30 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,

Crossvault also received two Top Performing Managers rankings in Pensions & Investments magazine dated 8/10/15 for the one year period ending 6/30/15. Crossvault’s Taxable Equity Growth composite was included in the Large Blend equity universe, and the Taxable Moderate Balanced Conservative Growth composite was included in the Moderate Allocation universe. The source for the rankings is Morningstar’s separately managed account database. According to the Morningstar website, the database tracks over 10,000 active global products and 6300 U.S. domiciled separate account composites.

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 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 2 Star category top performers are strictly based on returns for the one 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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