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Elemental Capital Management, LLC Awarded Top Guns Designation by Informa Financial Intelligence
Glen Allen, Virginia - November 18, 2019 - Elemental Capital Management has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, for the third quarter of 2019 ending September 30.
Elemental Capital was honored with both a 2-Star and 3-Star Top Gun rating for its Small and Mid-Cap Growth strategy in two investment universes: The Mid Cap universe and the Small-Mid Cap universe. The Small and Mid Cap Growth strategy was also honored with a 3-Star Top Gun rating in the US Equity universe. Finally, the Small and Mid Cap Growth strategy was honored with a Bull & Bear Masters award in the Small-Mid Cap universe.
“We are thrilled with our results, which we believe confirm the soundness and strength of our investment philosophy and process,” said Founder and Chief Investment Officer, Michael Grizzard.
Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision- making solutions and custom services to financial institutions.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
Elemental Capital’s Small and Mid-Cap Growth strategy was named a Top Gun with a 2-Star rating, meaning it had one of the top ten returns for the one-year period in its respective universes, and a 3-Star rating, meaning it had one of the top ten returns for the three-year period in its respective universes. The firm’s Small and Mid-Cap Growth strategy was also named a Bull & Bear Master, meaning it had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
The PSN Mid Cap universe is comprised of 272 firms and 441 products. The PSN Small-Mid Cap universe is comprised of 155 firms and 216 products. The US Equity universe is comprised of 821 firms and 2,909 products.
Elemental’s Small and Mid-Cap Growth strategy has been managed by Michael Grizzard since its inception on August 31, 2016. The concentrated strategy seeks to own shares of dominant, well run small and mid-sized businesses that can consistently generate cash flows at high rates of return on capital.
“Congratulations to Elemental Capital Management for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com.
About Elemental Capital Management, LLC
Elemental Capital Management, LLC is a boutique wealth and investment management firm that focuses on active investment management and comprehensive planning. We offer services to individuals, families and institutions through our equity and balanced portfolio strategies. Elemental is headquartered in Glen Allen, Virginia and commenced operations on May 13, 2008.
Elemental Capital Management, LLC is a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. The information presented in this material is general in nature and is not designed to address your investment objectives, financial circumstances, or needs. Prior to making any investment decision, you should assess, or seek advice from a professional regarding whether any transaction is relevant or appropriate to your individual circumstances. Although taken from reliable sources, Elemental cannot guarantee the accuracy of the information received from third parties. Past performance and rating are not indicative of future performance. More information can be found by visiting www.elementalcapital.com
Media Contact:
James Ruffin
Director of Wealth Management
James.Ruffin@elementalcapital.com
(804) 340-0230
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit
https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma
Elemental Capital was honored with both a 2-Star and 3-Star Top Gun rating for its Small and Mid-Cap Growth strategy in two investment universes: The Mid Cap universe and the Small-Mid Cap universe. The Small and Mid Cap Growth strategy was also honored with a 3-Star Top Gun rating in the US Equity universe. Finally, the Small and Mid Cap Growth strategy was honored with a Bull & Bear Masters award in the Small-Mid Cap universe.
“We are thrilled with our results, which we believe confirm the soundness and strength of our investment philosophy and process,” said Founder and Chief Investment Officer, Michael Grizzard.
Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision- making solutions and custom services to financial institutions.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
Elemental Capital’s Small and Mid-Cap Growth strategy was named a Top Gun with a 2-Star rating, meaning it had one of the top ten returns for the one-year period in its respective universes, and a 3-Star rating, meaning it had one of the top ten returns for the three-year period in its respective universes. The firm’s Small and Mid-Cap Growth strategy was also named a Bull & Bear Master, meaning it had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
The PSN Mid Cap universe is comprised of 272 firms and 441 products. The PSN Small-Mid Cap universe is comprised of 155 firms and 216 products. The US Equity universe is comprised of 821 firms and 2,909 products.
Elemental’s Small and Mid-Cap Growth strategy has been managed by Michael Grizzard since its inception on August 31, 2016. The concentrated strategy seeks to own shares of dominant, well run small and mid-sized businesses that can consistently generate cash flows at high rates of return on capital.
“Congratulations to Elemental Capital Management for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com.
About Elemental Capital Management, LLC
Elemental Capital Management, LLC is a boutique wealth and investment management firm that focuses on active investment management and comprehensive planning. We offer services to individuals, families and institutions through our equity and balanced portfolio strategies. Elemental is headquartered in Glen Allen, Virginia and commenced operations on May 13, 2008.
Elemental Capital Management, LLC is a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. The information presented in this material is general in nature and is not designed to address your investment objectives, financial circumstances, or needs. Prior to making any investment decision, you should assess, or seek advice from a professional regarding whether any transaction is relevant or appropriate to your individual circumstances. Although taken from reliable sources, Elemental cannot guarantee the accuracy of the information received from third parties. Past performance and rating are not indicative of future performance. More information can be found by visiting www.elementalcapital.com
Media Contact:
James Ruffin
Director of Wealth Management
James.Ruffin@elementalcapital.com
(804) 340-0230
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit
https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma
