Northfield, IL February 2023 — Bernardi Asset Management’s (BAM) Tactical Ladder and High Income strategies were awarded Manager of the Decade status within the Municipals’ and Intermediate Maturity fixed income universes. The PSN Top Guns Manager of the Decade list includes the top ten performers for the latest 10-year period.
These municipal strategies were also named to PSN Top Guns List of separate accounts strategies for Q4 2022.
The High Income strategy received a Top Gun 1 Star rating in the Municipals Universe having one of the top ten returns during 4Q2022 and received a Top Gun 2 Star rating in the Long Maturity Universe having one of the top ten returns during the 2022 calendar year.
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. The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.
“The Bernardi team is extremely proud to have the Tactical Ladder and High Income tax-exempt strategies recognized as standouts amongst our peers. This reinforces our belief in our bottom-up security selection and credit research process.” -Tom Bernardi, CFA, CIPM and Director of Portfolio Management.
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 over thirty-eight 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.