Runde & Co. LLC National Recognition
Runde Small/Mid-Cap Core - Finalist
Runde Large-Cap Core - Nominee
"Emerging Manager Monthly, in association with eVestment Alliance, presents the Emerging Manager Awards every year. Nominees in seven categories are ranked based on the following criterion: excess returns, performance versus peers, asset growth, asset percentage growth and standard deviation. The categories are large-cap equity, small-cap equity, small to mid-cap equity, mid-cap equity, all-cap equity, international equity and core fixed-income. Overall, over 500 products are considered. The top three managers in each category are considered by a committee made up of industry experts in the plan sponsor and emerging managers-of-managers communities. The committee evaluates the merits of each firm based on quantitative and qualitative measures. To be eligible for the awards, managers must have less than $2 billion in assets under management. Only separately managed accounts are considered."
-Emerging Manager Monthly
Runde Large-Cap Value - Nominee
Runde Mid-Cap Value - Nominee
Morningstar Four- and Five-Star Ratings
The Morningstar Rating is a quantitative assessment of a fund’s past performance—both return and risk—as measured from one to five stars. It uses focused comparison groups to better measure fund manager skill.
Only 10% of all funds earn Morningstar's five-star rating. The Morningstar Rating methodology rates funds based on an enhanced Morningstar Risk-Adjusted Return measure.
The Morningstar Rating is based on “expected utility theory,” which recognizes that investors are
a) more concerned about a possible poor outcome than an unexpectedly good outcome and b) willing to give up some portion of their expected return in exchange for greater certainty of return. The rating accounts for all variations in a fund’s monthly performance, with more emphasis on downward variations. It rewards consistent performance and reduces the possibility of strong short-term performance masking the inherent risk of a fund.
Runde Large-Cap Core was named to the Lipper Top 40 Money Managers for the Three Year Period ending March 31, 2012. "We are very excited about this national ranking," said Elizabeth Runde, President of Seattle-based Runde & Co. LLC. "It recognizes the powerful move Runde Large-Cap Core has had off the stock market lows in early 2009 and the offensive nature of the portfolio."
Only those performance streams which meet the qualifications outlined below are considered for the World's Best Money Managers rankings. Performance must be calculated “net” of all fees and brokerage commissions. Performance must be calculated inclusive of all cash reserves. Performance must be calculated in U.S. dollars. Performance must be calculated on an asset base which is at least $10 million in size for “traditional” U.S. asset classes. This minimum ensures that the firm and product are somewhat established while also not excluding promising emerging managers. The classification of the product must fall into one of the categories which we rank. We only publish rankings for categories/time period combinations for which we have at least 20 contenders.