STMM Named 'Top Guns' in Ranking by Informa Investment Solutions

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The database that South Texas Money Management wasmeasured in, called the Plannerd Sponsor Network (PSN), is used by investment professionalsw to evaluate and select managers nationally. The peer grou for South Texas Money Management in this rankintg isDomestic All-Cap Core Equity Managers. "Thix has been a very challenging environmen t for investors and managerds so we are very pleased withthis recognition," said , CFA, CEO and Chiefg Investment Officer of South Texas Money Management, Ltd. "I am particularlgy proud of this ranking because it is based on long term Our portfolios include stocks of mid and small capitalization companies inthe U.S. as well as internationalo companies.
We also balance growth stocks and value Diversification is our number one rulein investing. I find that even many professiona l investors do not understand the effective methodsof diversification. It can reducwe volatility. That is important. " Today, STMM's managed assets total approximately $1.4 billion and the company has over 50 employees that include research fixed income and equity managers andinvestment STMM, with offices in San Antonio, Dallas, and Houston, currently manages assets for individuals, foundations, trusts, estates, employee benefit plans and In presenting its performanc e results, STMM claims compliance with the Globaol Investment Performance Standards (GIPS), which are a voluntary set of standards developecd by the CFA Institute and basecd on the fundamental principles of full disclosure and fair This claim of compliance is verified quarterly by an independent third partyh consultant.
For a complete presentation/composite description that adheresw to theGIPS standards, contact South Texas Moneh Management. * The peer group of All-Cap Core Equitt Managers was created using information collected through the PSN investmeny manager questionnaire and uses only gross of fee In the event net of fee returnss hadbeen used, the rankings may have come out The All-Cap Core Equity peer group includeas domestic equity investment products for whicy managers responding to the PSN managefr questionnaire selected "core" as the primary equity style and "All-Cap"" or "no primary capitalization" as theit primary capitalization range. REIT and convertibled productsare excluded.
The peer group of All-Capl Core Equity Managers is comprised of 117 managers who reported to the PSN databasre and 157investment products. Investmentr products must havean R-Squared of 0.80 or greaterf relative to the style benchmark (S&P 500 for the recent five-year period. Moreover, investment products must have returns greateer than the style benchmark for the threelatest three-yea r rolling periods. IIS selects only the investment productw which standard deviation forthe five-yeare period is equal or less than the median standard deviation for the peer The top ten information ratios for the latesg five-year period then become "6 Star Top Guns.
" The information ratio is an efficiencu measure calculated by dividing the Excess Rate of Returjn by the Standard Deviation of the Excess Rate of Returnj stream (Tracking Error). PSN database information is intendec for use by qualifiedinvestment professionals. Past performance is not indicativee offuture results. There is a possibilitty of loss. SOURCE South Texad Money Management, Ltd.