North America’s longest running database of investment managers, Informa Financial Intelligence’s PSN manager database, has awarded M Capital Advisors a PSN Top Guns distinction. M Capital Advisors’ leadership as well as the whole team have quite a bit of which to be proud. Due to their hard work and dedication to delivering value on their managed investments, they have received this PSN Top Guns distinction.
M Capital Advisors, a research-based investment manager offering fixed income and multiple equity strategies to institutional and individual clients, was founded more than 25 years ago by Frank Mastrapasqua. The firm has offices in San Antonio, Texas and Nashville, Tennessee. Since its founding, the firm has offered fee-only services rather than financial products in order to deliver top-notch value to its diverse base of clients. This work has been rewarded.
The PSN Top Guns distinction comes with an impressive 6-Star Top Gun rating for the firm’s Large-Cap Core Equity Strategy. This 6-Star rating is the result of assessment by a combination of Informa Financial Intelligence’s proprietary screens, ranking products’ performance in six categories in over 50 universes. This quarterly ranking is widely used and highly respected by institutional asset managers and investors. The ranking ranges from one to six stars and depending on performance over time – M Capital Advisors received the highest ranking.
Frank Mastrapasqua said of this achievement: “We are honored to be recognized with the highest possible 6-star ranking. Our investment team worked hard for this well-deserved recognition and it solidifies our commitment to serving our clients.” Based on the rigor with which investment managers are evaluated for this distinction, it is clear that what Mastrapasqua said is right. The team at M Capital Advisors certainly worked hard to deliver value for their clients.
Informa Financial Intelligence’s Zephyr supports asset allocation, investment analysis, portfolio development, and client communications. Ryan Nauman, a Market Strategist with Zephyr said of M Capital’s accomplishment: “Congratulations to M Capital Advisors … this highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
In order to earn the Top Gun 6 rating, M Capital’s Large-Cap Core Equity strategy had to maintain an r-squared of .8 or greater relative to the style benchmark for the recent five-year period. In addition to this requirement, rated projects must have returns greater than the style benchmark for the three latest three-year rolling periods. Of these products, qualifying products are selected which have a standard deviation for the five-year period equal or less than the median standard deviation for products in the peer group. Those information ratios which crack the top ten for the latest five-year period then become the 6-Star Top Guns.
M Capital’s portfolio was strategically constructed with an intentional mix of growth stocks and large-cap value in order to combine income by investing in high quality, dividend-yielding securities with long-term capital appreciation. This innovative strategy was designed with the intention of maintaining capital, growing income, and resulting in competitive returns. Based on the 6-Star rating, it is clear this strategy can be called a success.