Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Boston, MA—May 20, 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 Q1 2025. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“Q1 2025 presented a fascinating market narrative marked by significant rotation and global shifts. Success demanded adaptability, deep market understanding, and strategic positioning,” says PSN Product Manager Nick Williams. “PSN Top Guns managers demonstrated exceptional skill in navigating these complex dynamics, where value sectors outperformed growth, international markets showed strength, and policy shifts created both challenges and opportunities. Their expertise in reading and responding to these evolving market conditions continues to showcase the enduring value of active management in separately managed accounts.”
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.
“Our first responsibility is always to safeguard and grow our clients’ capital. The past three years haven’t just been volatile—they’ve been transformational. Inflation, rising interest rates, war, and global realignment have reshaped the investment landscape. These Top Gun recognitions are a powerful testament to our team’s ability to remain steady through the storm and stay true to our risk-managed philosophy.” – Joseph Hosler, managing principal.
Through a combination of 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 had one of the top ten returns for the three-year period in its respective strategy.
Auour’s Global Equity strategy had one of the top ten returns for the three-year period in its respective strategy.
Auour’s Global Fixed Income strategy had one of the top ten returns for the first quarter, one-year, and three-year periods in its respective strategy.
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.