We are pleased to announce that with an overall 5-Year Q-Score1 of 0.78, the Ziegler Cap MVP Small Cap Growth portfolio ranks in the 94th percentile and was one of the highest ranking strategies in the Small-Cap Growth asset class as of March 31, 2023.
Overall Q-Score and Percentile Rank
5-Year Period as of 3/31/202
Source: Envestnet and their Quantitative Research Group. Peer Group: Envestnet US Separate Account Small Growth. Peer Group contains 113 observations. Data is monthly for the 5-years ending March 31, 2023. The peer group information was obtained from Envestnet. ZCM pays a fee to Envestnet for access to peer group rankings.
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The MVP Small Cap Growth strategy provides exposure to quality growth companies with a proven ability to invest in their business to generate increasing return on those investments.
The strategy is based on the idea that fundamental security analysis backed by portfolio risk control is essential in seeking superior risk-adjusted investment performance relative to the strategy’s benchmark. We believe our track record has shown that a stock selection strategy focusing on Cash Flow Return on Investment combined with a robust fundamental analysis of corporate performance and forward looking opportunities can deliver superior investment results over time.
Since the strategy’s inception, our time-tested approach has produced a long-term track record of outperformance. In 2022 we outperformed the Russell 2000 Index while sticking to our CFROI approach and adhering to the same fundamentals that have helped create our track record of outperformance since inception.
– Dan Skubiz, Senior Portfolio Manager
Learn more about the MVP Small Cap Growth Strategies and meet the team.
The information and opinions presented have been obtained or derived from sources believed to be reliable, but have not been independently verified by ZCM.
All investments involve risk, including the possible loss of principal, and there is no guarantee that investment objectives will be met. Equity securities are subject generally to market, market sector, market liquidity, issuer, and investment style risks, among other factors to varying degrees. Equity securities may rise and decline in value due to both real and perceived market and economic factors as well as general industry conditions. Small capitalization stocks are likely to be more volatile in price and carry a higher risk of failure than large capitalization stocks.
Reliance upon the “Q-Score Attribution” report is not intended to be a recommendation to buy or sell any particular security, portfolio or mutual fund. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. It is important to review your investment objectives, risk tolerance and liquidity needs before choosing an investment style or manager.
Past performance does not guarantee future results.