lists

Top Performing US-Focused Strategies: May 2022

22 June 2022
Managers aren't just competing against a benchmark. They're competing against an entire universe of other active managers. With eVestment data, manager performance is put in context with peer rankings, creating deeper insight for institutional allocators and better product positioning for managers. Request a tour of eVestment: solutions@evestment.com.

Equity Strategies

Asset ClassStrategyeVestment Primary UniverseFirm Location
EquityVanguard: Vanguard Energy Index FundUS Sector Focus EquityUnited States
EquityEnergy Opportunities Capital Management: Energy Opportunities Original StrategyUS Sector Focus EquityUnited States
EquityPIMCO: MLP & Energy InfrastructureMaster Limited Partnership (MLP)United States
EquityCohen & Steers Capital Management, Inc.: Cohen & Steers Master Limited Partnership StrategyMaster Limited Partnership (MLP)United States
EquityChickasaw Capital Management: Chickasaw MLP SMAMaster Limited Partnership (MLP)United States

Fixed Income Strategies

Asset ClassStrategyeVestment Primary UniverseFirm Location
Fixed IncomeSSI Investment Management LLC: SSI Investment Grade Convertible StrategyUS ConvertiblesUnited States
Fixed IncomeDana Investment Advisors, Inc.: Dana Preferred Income StrategyPreferred SecuritiesUnited States
Fixed IncomeInvesco, Ltd: Invesco Preferred ETF (PGX)Preferred SecuritiesUnited States
Fixed IncomeAdvent Capital Management, LLC: Investment Grade Convertible StrategyUS ConvertiblesUnited States
Fixed IncomeSSI Investment Management LLC: SSI Investment Grade Convertible Capped StrategyUS ConvertiblesUnited States

Products must be classified in an eVestment roll-up, secondary, and/or primary universe for inclusion. Managers must have reported May 2022 performance by 20 June 2022 in gross-of-fees for inclusion. Comparisons based on May 2022 returns in USD. Products reporting in non-USD currencies were converted to USD using EOM spot rates. List includes the top 5 equity and top 5 fixed income strategies.

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