February 2019—Bernardi Asset Management (BAM), a wholly owned subsidiary of Bernardi Securities, Inc. (BSI) has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers for BAM’s High Income Municipal and Short-Term Taxable strategies.
Top Guns firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time. BAM’s High Income Municipal and Short-Term Taxable strategies were named a Top Gun with a star rating of 1, meaning products with this rating performed among the top ten within their respective universes, based on quarterly returns. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors
“The Bernardi team is proud to have the High Income Municipal and Short-Term Taxable strategies to be recognized as Top Guns and leaders among our peers,” said Tom Bernardi, CFA and lead portfolio manager.
The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at [email protected].