Auour Investments Named Manager of the Decade for Global Fixed Income for Q4 2024
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Boston, MA—March 6, 2025— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and managed ETF strategies for Q4 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“The final quarter of 2024 was defined by both volatility and resilience; success in these markets required relentless effort, rigorous research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns recognizes the top managers and teams whose expertise continues to drive the growth of SMAs amid today’s complex and rapidly evolving market conditions.”
Auour Investments manages a suite of ETF-based dynamic strategies. The Instinct Family of Downside Protection Strategies by Auour utilizes the Auour Regime Model (ARM™), a proprietary risk detection algorithm that aims to be proactive in a changing risk environment. The strategies can provide tactical and core functionality within a client’s investment needs, aiming to mitigate losses in down markets while capturing most of the market’s positive returns.
“We are thrilled that our investment process and philosophy continue to be recognized for performance and risk mitigation among such a large and diverse group of institutional investors,” stated Robert Kuftinec, managing principal of Auour.
Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.
Auour’s Ultra Low Duration strategy earned a PSN Top Guns 1-Star award, meaning our Ultra Low Duration strategy had one of the top ten returns for the quarter in their respective strategy.
Auour’s Ultra Low Duration strategy earned a PSN Top Guns 3-Star award, meaning our Ultra Low Duration strategy had one of the top ten returns for the three-year period in their respective strategy.
Auour’s Global Fixed Income strategy earned a Manager of the Decade award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period, and the standard deviation was less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.
Auour’s Global Fixed Income strategy earned a PSN Top Guns 4-Star award, meaning our Global Fixed Income strategy 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.
Auour’s Global Fixed Income strategy earned a PSN Top Guns 5-Star award, meaning our Global Fixed Income strategy 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. Products are then selected that have a standard deviation for the five-year period equal to or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period, then become the 5 Star Top Guns.
Auour’s Global Fixed Income strategy earned a PSN Top Guns 6-Star award, meaning our Global Fixed Income strategy 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. Products are then selected that have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.
Auour has been recognized as an innovator in Regime-Based Investing, the foundation of the investment philosophy applied to all strategies. By detecting changes within the market’s risk appetite, Auour aims to produce better outcomes for institutional and individual investors.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.
About Auour Investments
Auour Investments (pronounced ‘our’), an SEC-registered investment adviser, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.
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Disclosure: Past performance is no guarantee of future returns. All investments carry the risk of the loss of principal. No compensation was provided to win this award, and Auour’s only involvement is in distributing the awards provided to the firm.