Emerging Manager Awards 2007
Runde & Co. LLC National Recognition
Runde Large-Cap Core - Nominee
Runde Large-Cap Value - Nominee
Runde Mid-Cap Value - Nominee
Lipper Top 40 Money Managers
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 ability of the portfolio to capture upside in a rising market."
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.
Emerging Manager Awards 2011
Top Guns of the Decade 2018
"Utilizing a proprietary blend of our clients’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a highly anticipated ranking and is widely used by institutional asset managers and investors."
Top Guns of The Decade Criteria: "The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top ten performers for the latest 10 year period become the PSN Top Guns of the Decade."
Runde Small/Mid-Cap Value - Top Gun of the Decade
Runde Large-Cap Value - Four-Star Rating - Ten Year Returns
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.
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 Smid-Cap Value - Four-Star Rating - Five and Ten Year Returns
Runde Small-Cap Value - Five-Star Rating -Five Year Returns
Morningstar Four-Star Ratings
"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