High Quality Balanced Taxable GMR Top Performer 2024 Award
We are honored to be recognized as a 2024 GMR Top Performer. Our High Quality Balanced Taxable strategy, which can be employed as either an equity or fixed-income strategy, was ranked in the top 3% of the GMR Balanced Universe.
This recognition is based on a weighted calculation that includes rate of return, standard deviation, and Sharpe ratio over a 5-year period. The comparative universe consists of 146 similar funds with at least 60 months of historical data.
More information and the full list can be found here.
