Belle Haven Investments' Brian Steeves Named World's Top Portfolio Manager - Age 40 and Under

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Mar 07, 2017, 11:15 ET

RYE BROOK, N.Y., March 7, 2017 /PRNewswire/ -- Belle Haven Investments is proud to announce that Brian Steeves has been ranked the #1 portfolio manager, age 40 and under, in the U.S. Dollar Municipal Bonds sector by Citywire Holdings. In this ranking, Citywire looked at 20 of the top managers worldwide who are age 40 and under. The portfolio managers are ranked based on their manager ratios over a three-year period until the end of January. This measure, created by Citywire, assesses the value added by each manager and factors in the risks each manager has taken.

"Brian being named number one reinforces our belief that the combination of seasoned, veteran leadership and young, aspiring talent is paramount in building a successful firm for years to come," said Matt Dalton, CEO & CIO, of Belle Haven Investments.

"This recognition is truly an honor," said Brian Steeves, Portfolio Manager, of Belle Haven Investments. "It's really a reflection of our entire team. No one person can achieve the level of success we've had over the years. We have a talented group of men and women who work very hard each and every day for our clients."

About:

Brian Steeves serves as a Portfolio Manager at Belle Haven Investments. He joined Belle Haven in 2008 and was named a Partner in 2012. Brian works directly with Matt Dalton as a co-portfolio manager of Belle Haven's strategies. He is responsible for executing portfolio strategies, portfolio allocations, risk-management and the daily operations of the Portfolio Management Team. These efforts have helped Belle Haven's SMA strategies earn recognition from Lipper and PSN Top Guns. Along with Matt Dalton, Brian was named the top portfolio manager in the United States by Citywire for his management of the Transamerica Intermediate Municipal mutual fund in 2016.

Based in Rye Brook, New York, Belle Haven Investments is an independent money manager specializing in separately managed taxable and tax-exempt portfolios. Belle Haven has been managing portfolios since 2002. The firm is uniquely committed to serving Consultants and Advisors along with the Institutions, Foundations, Family Offices and High Net Worth individuals whom they represent. The team's expertise and focus in one asset class have resulted in award-winning strategies. Belle Haven is a Registered Investment Advisor with the Securities Exchange Commission (SEC). For more information, please visit www.bellehaven.com

Disclaimer:

Past performance does not guarantee future results. Municipal bond prices can rise or fall depending on interest rates. Interest rate changes generally have a greater effect on long-term bond prices. All municipal bonds carry credit risk that the issuer will default or be unable to make timely payments of interest and principal. Generally, lower rated bonds carry more credit risk. Awards and recognition referenced on this page are produced by firms other than Belle Haven. Criteria used to determine these awards may vary depending on the organization presenting the award. For any questions or to receive a GIPS compliant presentation, please contact [email protected].

SOURCE Belle Haven Investments