Northfield, IL 3Q 2023 — Bernardi Asset Management’s (BAM) Short Taxable strategy achieved “Top Guns” status within Zephyr’s PSN manager database.
PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars.
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.
For nearly forty years, Bernardi has specialized in municipal bond portfolio management. The firm provides unique access to separate account management through a hybrid-advisor, offering both active and passive municipal bond strategies.
Contact us at (312) 281-2021 or [email protected] for more information.