CHICAGO, Aug. 29, 2013 /PRNewswire/ -- The Dividend Strategy has been named a Bull and Bear Master from PSN Top Guns in the Large Value Universe. This award was given to the top ten performing firms in their peer group for the top ten ratios of Upside Capture Ratio over Downside Capture Ratio.
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"We are thrilled about being recognized as a Bull & Bear Master. The Dividend Strategy has provided our clients with a sustainable yield in both stable and volatile market environments," said Mitch Zacks, Managing Director of Zacks Investment Management. "The Zacks Dividend Strategy is our solution for an investment objective that seeks income as well as capital appreciation."
The Zacks Dividend Strategy seeks tax efficient total returns from both capital appreciation and dividend payments. The objective is to outperform the Russell 1000 Value Index while maintaining a significantly higher dividend yield than the S&P 500.
Zacks utilizes a proprietary three factor alpha model to identify stocks for inclusion in the strategy. Furthermore, the portfolio managers utilize an optimizer to maximize predicted return while reducing predicted risk.
PSN, produced by Informa Investment Solutions, is one of the leading investment manager search and evalutation databases to be offered industry wide. PSN tracks more than 2,000 money management firms and over 20,000 investment products. For more information regarding Top Guns List, you can visit www.informais.com
About Zacks Investment Management
Zacks Investment Management is a wholly owned subsidiary of Zacks Investment Research, one of the largest providers of independent research in the U.S. We are an expert in the practice of using earnings estimates in the investment process.
Client portfolios are managed using a unique combination of Zacks independent research and Zacks quantitative models that have been proven year after year to deliver superior results. Zacks Investment Management is a Registered Investment Advisor. For more information please visit www.Zacksim.com.
Disclosure:
Past Performance is no guarantee of future results. Results for the Zacks DividendStrategy reflect the reinvestment of dividends and other earnings. Individual results may differ. The results submitted to PSN portray the performance history for a representative managed separate account gross of fees.
This press release is distributed for information purposes only; to notify readers of a PSN ranking. The results submitted to PSN portray the performance history for a representative managed account gross of fees, and do not include the deduction of investment advisory fees. An investor's actual return will be reduced by the advisory fees and any other expense which may be incurred in the management of an investment advisory account. Upon request, Zacks Investment Management will provide gross and net performance information for the Dividend Strategy.
PSN and Informa Investment Solutions have no affiliation with Zacks, but rather evaluate investments managers' performance on an objective basis. Products must have an R-Squared of .80 or greater relative to the style benchmark for the latest five year period ending June 30, 2013. Moreover, products must have returns greater than the style benchmark for the latest three year period ending June 30, 2013. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. At this point, the top ten information ratios for the latest five year period ending June 30, 2013 then become 6 STAR TOP GUNS.
Contact:
Internal Desk: 888.775.8351
Internal email: [email protected]
SOURCE Zacks Investment Research, Inc.
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