December 4, 2019
As an asset manager, it is important to be different from the “crowd.” While there are many ways to do this, one of the more obvious ones is to deliver consistently strong performance.
Miles Capital’s active equity approach is targeted to delivering strong upside participation and mitigating downside volatility. While past performance is not a guarantee of future performance, we are proud to say that all of our domestic equity strategies are outperforming their benchmarks on a trailing 1 year, 2 year and 3 year basis!
In addition to the benchmark performance, we compare ourselves relative to peers. As of 9/30, our Large Cap Core and Dividend Advantage strategies are both ranked #1 among their peers (more than 200 peers*) on a YTD basis and are in the top quartile for 1 year, 2 years and 3 years!
This is a great example of living out one of our core values at Miles Capital: BOLDNESS. To us, this means viewing every day as an opportunity to improve and embracing opportunities to add value. Congratulations to our equity team on this achievement!
*PSN Large Cap Core Universe and Large Cap Value Universe