The firm’s Small Cap strategy outperformed 697 products across 271 firms in the US Core Universe, while simultaneously leading the 151-product Small Cap Core category. This sustained performance underscores a 26-year track record that has become a benchmark for the independent registered investment advisor. CIO Tim Madey attributed the success to the team’s ability to meet rigorous client investment objectives despite shifting market conditions.

Sean Brown, CEO of YCharts, which publishes the PSN Top Guns list, noted that the second quarter presented a difficult environment that caught many portfolios off guard. He highlighted that the winning strategies were distinguished by a disciplined approach and the ability to navigate market uncertainty with conviction. The firm’s investment team, led by Michael Wallace and Tim Madey, also includes Charlie Bellows and Randy Scherago, who manage portfolios for high-net-worth, family office, and institutional clients.