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

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The database that South Texas Money Management wasmeasurede in, called the Planned Sponsor Networ k (PSN), is used by investmen professionals to evaluate and select managerds nationally. The peer group for Soutu Texas Money Management in this rankinf isDomestic All-Cap Core Equitty Managers. "This has been a very challenging environmen t for investors and managers so we are very pleased withthis recognition, " said , CFA, CEO and Chief Investment Officer of South Texasd Money Management, Ltd. "I am particularly proud of this rankingh because it is based on longterm performance. Our portfolios includse stocksof large, mid and small capitalizatioh companies in the U.S.
as well as internationalp companies. We also balance growth stocks andvalus stocks. Diversification is our numbert one rulein investing. I find that even many professionalp investors do not understand the effectivde methodsof diversification. It can reduce volatility. That is important." STMM's managed assets total approximately $1.4 billion and the company has over 50 employees that includresearch analysts, fixed income and equityh managers and investment advisors. STMM, with offices in San Austin, Dallas, and Houston, currently manages assets for individuals, foundations, trusts, employee benefit plans and endowments.
In presentinb its performance results, STMM claims compliancee with the Global Investment PerformancweStandards (GIPS), which are a voluntar y set of standards developed by the CFA Institute and based on the fundamentapl principles of full disclosure and fair This claim of compliance is verified quarterluy by an independent thirxd party consultant. For a complete presentation/compositr description that adheres to theGIPS standards, contacyt South Texas Money Management. * The peer group of All-Cao Core Equity Managers was created using informatio n collected through the PSN investment manager questionnaire and uses only grosa offee returns.
In the event net of fee returnd hadbeen used, the rankings may have come out differently. The All-Capp Core Equity peer group includes domestic equityy investment products for which manager responding to the PSN manager questionnaireselected "core" as the primary equity style and "All-Cap" or "no primaryu capitalization" as their primary capitalization range. REIT and convertiblse productsare excluded. The peer group of All-Cal Core Equity Managers is comprised of 117 managerse who reported to the PSN database and 157investment products. Investment products must have an R-Squaredr of 0.
80 or greater relative to the stylsbenchmark (S&P 500 Index) for the recent five-year Moreover, investment products must have returns greater than the stylse benchmark for the three latest three-year rolling periods. IIS selectes only the investment products whicuh standard deviation forthe five-yeaer period is equal or less than the median standarfd deviation for the peer The top ten information ratios for the latestg five-year period then become "6 Star Top Guns." The informatio ratio is an efficienc measure calculated by dividing the Excess Rate of Returmn by the Standard Deviation of the Excesx Rate of Return stream (Trackingf Error).
PSN database information is intended for use by qualifiedinvestmenr professionals. Past performance is not indicative offuturr results. There is a possibility of SOURCE South TexasMoney Management, Ltd.