L&S Advisors, Inc. Named to PSN Top Guns List of Best Performing Strategies for 4Q 2023
February 21, 2024
Los Angeles, California—February 21, 2024— L&S Advisors, Inc. 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 4Q 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“As the needs and viewpoints of investors are becoming more diverse, investment advisors must incorporate strategies capable of being customized to their client’s goals. SMA strategies are becoming increasingly important as an efficient tool to provide custom investment solutions for portfolios of all sizes and have seen asset growth of over 19% in 2023. It is also increasingly important for managers to Identify quality SMA strategies Zephyr PSN has been helping advisors find quality products for 40 years and achieving Top Gun status confirms that L&S Advisors has outperformed their peers in a meaningful way.” Said Nick Williams Product Manager of PSN at Zephyr.
L&S strategies were honored with the following distinctions:
L&S High Yield Fixed Income
3 Star Category ★★★ High Yield Universe
L&S Short-Duration High Yield
3 Star Category ★★★ High Yield Universe
3 Star Category ★★★ US Fixed Income Universe
L&S L&S High Yield Fixed Income and L&S Short-Duration High Yield are co-managed by Senior Managing Director and Lead Portfolio Manager Kenneth Malamed and Portfolio Manager and Senior Analyst Matthew Nussbaum, CFA.
“We are incredibly proud to be recognized by PSN again,” said Sy Lippman, CEO of L&S Advisors. He continued, “We feel we have built a very strong team of talented portfolio managers and could not be more proud of Ken and Matthew for this wonderful accomplishment. ”
Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
[3-Star Category:] had one of the top ten returns for the three-year period in their respective strategy.
About L&S Advisors, Inc.
L&S Advisors, Inc. is a registered investment advisor (RIA) headquartered in Los Angeles that was originally founded in 1979. L&S specializes in investment advisory services for high-net-worth investors, as well as institutional accounts, endowments and family offices. As an independent, fee-only RIA dedicated exclusively to managing assets, L&S Advisors provides objective and unbiased investment advice. The firm is defined by its client-focused, flexible investment strategies and its complete commitment to objectivity, independence, and transparency in all areas of its business.
About PSN
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 rely. 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. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com.
L&S Advisors received this award from Informa Financial Intelligence’s Zephr on February 21, 2024 for the period ending December 31, 2023. L&S paid no compensation for this ranking; however, L&S does pay an unrelated monthly subscription fee to Informa to produce marketing reports using the PSN system.