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Business Wire
24-04-2025
- Business
- Business Wire
Third Avenue Real Estate Value Fund UCITS Named Best Global Real Estate Fund by LSEG Lipper
NEW YORK--(BUSINESS WIRE)--Third Avenue Management LLC ('Third Avenue' or 'the Firm') announced today that the Third Avenue Real Estate Value UCITS Fund ('the Fund')¹ was named the Best Global Real Estate Fund Over Three Years and the Best Global Real Estate Fund Over Five Years at the 2025 LSEG Lipper Funds Awards in Europe, Switzerland, France, and the U.K. The Lipper Fund Awards have been synonymous with strong risk-adjusted performance for more than three decades and focus the investment world on top-performing funds. The 2025 Awards were presented for the Fund's performance over the three-year and five-year period ended December 31, 2024² and mark the seventh time the Third Avenue Real Estate team has been recognized by LSEG Lipper in the Best Global Real Estate Fund category.³ "We are honored to receive recognition from LSEG Lipper for delivering sector-leading results to the investors in the Third Avenue Real Estate Value UCITS Fund," said Ryan Dobratz, Co-Portfolio Manager of the Fund. 'Receiving a Lipper Award for the seventh time is also a testament to the durability of Third Avenue's Real Estate strategy and the robust process we have developed over two decades.' Third Avenue's Real Estate Value strategy has pursued value-oriented opportunities in listed real estate for more than 25 years. During that span, the strategy has focused on not only real estate investment trusts ('REITs'), but also real estate operating companies ('REOCs') involved with commercial, residential, and real estate services globally. 'The Fund's long-term results reflect Third Avenue's unique approach to listed real estate,' added Jason Wolf, Co-Portfolio Manager of the Fund. 'As we've done since 1998, we will continue to identify and invest in well-capitalized and well-managed enterprises that trade at a discount to our estimate of net-asset value—irrespective of whether they are included in a benchmark. We believe such a combination is the key to generating superior long-term results.' Otto Christian Kober, Head of Lipper Research, LSEG Data & Analytics, noted, 'There is no way to have foreseen the range of fundamental and non-financial factors that impacted the markets these past few years. We applaud the 2025 LSEG Lipper Fund Award winners such as Third Avenue Management for delivering outperformance and the accompanying comfort of consistency to investors' portfolios through a cross-current of global market disruptions.' The LSEG Lipper Fund Awards were presented for the Europe Region on February 2, 2025, for Switzerland on March 27, 2025, for France on April 17, 2025, and for the U.K. on April 24, 2025. Fund Awards: LSEG Lipper Fund Awards Europe 2025 Winner, Third Avenue Real Estate Value Fund, Best Global Real Estate Fund Over Three Years. LSEG Lipper Fund Awards Europe 2025 Winner, Third Avenue Real Estate Value Fund, Best Global Real Estate Fund Over Five Years. LSEG Lipper Fund Awards Switzerland 2025 Winner, Third Avenue Real Estate Value Fund, Best Global Real Estate Fund Over Three Years. LSEG Lipper Fund Awards Switzerland 2025 Winner, Third Avenue Real Estate Value Fund, Best Global Real Estate Fund Over Five Years. LSEG Lipper Fund Awards France 2025 Winner, Third Avenue Real Estate Value Fund, Best Global Real Estate Fund Over Three Years. LSEG Lipper Fund Awards France 2025 Winner, Third Avenue Real Estate Value Fund, Best Global Real Estate Fund Over Five Years. LSEG Lipper Fund Awards United Kingdom 2025 Winner, Third Avenue Real Estate Value Fund, Best Global Real Estate Fund Over Three Years. LSEG Lipper Fund Awards United Kingdom 2025 Winner, Third Avenue Real Estate Value Fund, Best Global Real Estate Fund Over Five Years. About LSEG Lipper Fund Awards For more than 30 years and in over 17 countries worldwide, the highly-respected LSEG Lipper Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at ¹ Refers to the Third Avenue Real Estate Value Fund Class R Accumulation (USD) Shares (ISIN: IE00B57HGY48), a share class of the Third Avenue Real Estate Value UCITS, a sub-fund of Gemcap Investment Funds (Ireland) plc ('Gemcap Funds') and is not available to U.S.-based investors. Gemcap Funds provides UCITS Funds for non-U.S. based investors and does not offer any products or services to U.S.-based investors. Third Avenue Management serves as a sub-adviser to Gemcap Funds. ² The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. The 2025 LSEG Lipper Fund Awards for the Best Global Real Estate Fund Over Three Years were upon based on a review of 43, 32, 30, and 40 qualified shares classes that were eligible in Europe, Switzerland, France, and the United Kingdom, respectively. The 2025 LSEG Lipper Fund Awards for the Best Global Real Estate Fund Over Five Years were upon based on a review of 41, 30, 27, and 30 qualified shares classes that were eligible in Europe, Switzerland, France, and the United Kingdom, respectively. For more information, see Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper. ³ For past LSEG Lipper Fund Awards results, please visit: Expand About Third Avenue Management Third Avenue Management is a United States-based investment adviser founded in 1986 by legendary value investor Martin J. Whitman. For nearly four decades, the Firm has specialized in value-oriented investment strategies, targeting well-capitalized enterprises with discounted securities and long-term wealth creation potential. Today, the Firm is partnered with AMG and has more than $1.4 billion in assets under management across five core strategies (Global Value, Small-Cap Value, Real Estate Value, International Real Estate, and International Value), which are available to investors through Mutual Funds, Managed Accounts, and UCITS Funds.
Yahoo
07-04-2025
- Business
- Yahoo
RBC GAM's BlueBay U.S. Fixed Income team awarded for investment excellence at LSEG Lipper Fund Awards 2025 United States
MINNEAPOLIS, April 7, 2025 /PRNewswire/ - RBC Global Asset Management-U.S. ("RBC GAM-U.S.") announced today that its BlueBay U.S. Fixed Income team was recognized at the LSEG Lipper Fund Awards 2025 United States for outstanding investment performance of its RBC BlueBay Core Plus Bond Fund (R6 Share). The RBC BlueBay Core Plus Bond Fund was awarded "Best Core Plus Bond Fund" for excelling in delivering consistently strong risk-adjusted performance over a three-year period among 70 Core Plus Bond Funds for the period ending November 30, 2024. "This recognition of our RBC BlueBay Core Plus Bond Fund validates our excellence in managing broad U.S. fixed income portfolios," said Dan Chornous, Chief Investment Officer of RBC Global Asset Management. "I would like to congratulate our BlueBay U.S. Fixed Income team for their continued dedication to our clients and thank the LSEG Lipper Fund Awards for recognizing our highly credible U.S. fixed income capabilities." For more than three decades, the LSEG Lipper Fund Awards have recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and 10-year performance relative to their peers. Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance. The Lipper Award was presented to RBC GAM during the 2025 United States LSEG Lipper Fund Awards ceremony in New York City on March 13. More information about RBC GAM's U.S. mutual funds can be found at About RBCRoyal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 98,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 19 million clients in Canada, the U.S. and 27 other countries. Learn more at We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at About RBC Global Asset ManagementRBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC). RBC GAM is a provider of global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. RBC Funds, BlueBay Funds, PH&N Funds and RBC ETFs are offered by RBC Global Asset Management Inc. (RBC GAM Inc.) and distributed through authorized dealers in Canada. The RBC GAM group of companies, which includes RBC GAM Inc. (including PH&N Institutional) and RBC Indigo Asset Management Inc., manage approximately $710 billion in assets (CAD) and have approximately 1,600 employees located across Canada, the United States, Europe and Asia. Contact:Tony Catinella, The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. Mutual fund investing involves risk. Principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in lower-rated and non-rated securities present a greater risk of loss to principal and interest than higher-rated securities. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. Derivatives such as futures, forwards, and swaps involve risks different from, and in certain cases, greater than the risks presented by more traditional investments. These risks are described more fully in the investing, you should consider carefully a fund's investment objectives, risks, charges, and expenses. This and other information is in the prospectus, which you can view by visiting or request by calling 800.422.2766. Please read the prospectus carefully before investing. Not FDIC Insured. No Bank Guarantee. May Lose Value. RBC Global Asset Management (U.S.) Inc. is the Adviser for the RBC Funds Trust. The Funds are distributed by Quasar Distributors, LLC. Securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, member NYSE/FINRA/SIPC. RBC GAM is the asset management division of Royal Bank of Canada (RBC) which includes RBC Global Asset Management Inc. (RBC GAM Inc.), RBC Global Asset Management (U.S.) Inc. (RBC GAM-US), RBC Global Asset Management (UK) Limited (RBC GAM-UK), RBC Global Asset Management (Asia) Limited (RBC GAM-Asia) and RBC Indigo Asset Management Inc. (RBC Indigo), which are separate, but affiliated subsidiaries of RBC. ®/™ Trademark(s) of Royal Bank of Canada. Used under license. © 2025 RBC Global Asset Management (U.S.) Inc. View original content to download multimedia: SOURCE RBC Global Asset Management (U.S.) Sign in to access your portfolio
Associated Press
14-03-2025
- Business
- Associated Press
Two Baird Municipal Bond Funds Receive Lipper Award
Baird Advisors' commitment to delivering consistent competitive returns for clients has again been recognized by LSEG Lipper. This year, Baird Strategic Municipal Bond Fund (BSNIX) was recognized as the Best Fund Over 3- and 5-year periods among short-intermediate municipal debt funds and the Baird Municipal Bond Fund (BMQIX) was recognized as Best Fund Over 3- and 5-Years among the General & Insured Debt Funds, for the period ending November 30, 2024. For most recent month-end performance go to Baird Funds and Performance. Both Funds are co-managed by Lyle Fitterer, CFA, Duane McAllister, CFA, Erik Schleicher, CFA, Joe Czechowicz, CFA and Gabe Diederich, CFA. 'This is the sixth year in a row that our municipal team has been recognized with a Lipper Award,' said Baird Advisors Chief Investment Officer Emeritus and Baird Funds President Mary Ellen Stanek, CFA. 'It speaks to their team approach, deep expertise in the sector and continued focus on consistent results for clients.' For more than three decades, the LSEG Lipper Fund Awards have recognized funds and for their consistently strong risk-adjusted three-, five-, and ten-year performance relative to peers. Based on Lipper's quantitative proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance. For more on Lipper's methodology, click here. Said Lyle Fitterer, Managing Director and Senior Portfolio Manager, 'We are excited to receive this recognition at a time when the opportunity in bonds, particular municipal bonds, is compelling.' We asked Municipal Sector Co-Leads Lyle Fitterer and Duane McAllister to share a few thoughts on the current market: Congress and the Trump administration are turning their attention toward tax reform legislation. Are you anticipating any changes that might impact the municipal markets? There are currently several proposals that are being considered regarding the municipal exemption as well as potential changes to both corporate and personal income tax rates, but no finalized draft has been submitted yet. While we could see some minor changes to the municipal exemption as part of the final proposal, we don't expect any proposals that will substantially increase the cost of issuing debt for states, local governments and government entities. Inflation continues to be the focus as the administration imposes new tariffs. How have you adjusted your positioning, if at all, on inflation concerns? The new administration's tariff plans are one of many proposals being put forth that could ultimately impact not only inflation, but also the broader economic environment. Volatility across most markets has increased due to these uncertainties. We have gradually been reducing risk in our portfolios and also maintaining higher levels of liquidity which should allow us to take advantage of any dislocations that may occur. The spread between municipal bonds and treasuries remains attractive. Is this an opportunity for more investors to consider relatively safe municipal bonds? Municipal bond yields have not declined as quickly as treasury yields recently, so they have become more attractive on a tax-adjusted basis. However, from a longer-term perspective, we believe current, high-quality fixed income yields look attractive relative to other asset classes. A 3.5 – 4% tax-exempt yield equates to about 6 – 6.75% on a tax-adjust basis for top individual tax brackets which compares very favorably to the long-term returns of other more risky asset classes. About Baird Funds Baird Funds is a no-load mutual fund family with more than $133 billion in assets as of March 14, 2025. The Baird Funds offer proven track records and a variety of portfolios spanning fixed income and equity asset classes. The ten bond funds and five stock funds feature competitive fees and are managed with a careful focus on risk control. For more information, visit About Baird Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm with more than 200 offices worldwide. Established in 1919, Baird has approximately 5,200 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $455 billion in client assets as of June 30, 2024. Committed to being a great place to work, Baird ranked No. 34 on the 2024 Fortune 100 Best Companies to Work For ® list – its 21 st consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird's principal operating subsidiaries are Robert W. Baird & Co. Incorporated and Baird Trust Company in the United States and Robert W. Baird Group Ltd. in Europe. Robert W. Baird Limited and Baird Capital Partners Europe Limited are authorized and regulated by the Financial Conduct Authority. For more information, please visit Baird's website at Disclosure: The performance data quoted represents past performance. Past performance does not guarantee future results. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the data quoted. To obtain the most recent month-end performance data available, please visit Investors should consider the investment objectives, risks, charges and expense of each fund carefully before investing. This and other information is found in the prospectus and summary prospectus. For a prospectus or summary prospectus, visit Please read the prospectus or summary prospectus carefully before investing. Because the Fund may invest more than 25% of its total assets in municipal obligations issued by entities located in the same state or the interest on which is paid solely from revenues of similar projects, changes in economic, business, or political conditions relating to a particular state or types of projects may have a disproportionate impact on the Fund. In a rising interest rate environment, the value of fixed-income securities generally decline and conversely, in a falling interest rate environment, the value of fixed income securities generally increase. High yield securities may be subject to heightened market, interest rate or credit risk and should not be purchased solely because of the stated yield. Municipal securities may or may not be appropriate for all investors, especially for those in lower tax brackets. All investments carry risk, including loss of principal. The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper. (414) 376-7663 SOURCE: Baird Copyright Business Wire 2025. PUB: 03/14/2025 02:11 PM/DISC: 03/14/2025 02:12 PM
Yahoo
14-03-2025
- Business
- Yahoo
Two Baird Municipal Bond Funds Receive Lipper Award
Baird Municipal Bond, Baird Strategic Municipal Bond Recognized MILWAUKEE, March 14, 2025--(BUSINESS WIRE)--Baird Advisors' commitment to delivering consistent competitive returns for clients has again been recognized by LSEG Lipper. This year, Baird Strategic Municipal Bond Fund (BSNIX) was recognized as the Best Fund Over 3- and 5-year periods among short-intermediate municipal debt funds and the Baird Municipal Bond Fund (BMQIX) was recognized as Best Fund Over 3- and 5-Years among the General & Insured Debt Funds, for the period ending November 30, 2024. For most recent month-end performance go to Baird Funds and Performance. Both Funds are co-managed by Lyle Fitterer, CFA, Duane McAllister, CFA, Erik Schleicher, CFA, Joe Czechowicz, CFA and Gabe Diederich, CFA. "This is the sixth year in a row that our municipal team has been recognized with a Lipper Award," said Baird Advisors Chief Investment Officer Emeritus and Baird Funds President Mary Ellen Stanek, CFA. "It speaks to their team approach, deep expertise in the sector and continued focus on consistent results for clients." For more than three decades, the LSEG Lipper Fund Awards have recognized funds and for their consistently strong risk-adjusted three-, five-, and ten-year performance relative to peers. Based on Lipper's quantitative proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance. For more on Lipper's methodology, click here. Said Lyle Fitterer, Managing Director and Senior Portfolio Manager, "We are excited to receive this recognition at a time when the opportunity in bonds, particular municipal bonds, is compelling." We asked Municipal Sector Co-Leads Lyle Fitterer and Duane McAllister to share a few thoughts on the current market: Congress and the Trump administration are turning their attention toward tax reform legislation. Are you anticipating any changes that might impact the municipal markets? There are currently several proposals that are being considered regarding the municipal exemption as well as potential changes to both corporate and personal income tax rates, but no finalized draft has been submitted yet. While we could see some minor changes to the municipal exemption as part of the final proposal, we don't expect any proposals that will substantially increase the cost of issuing debt for states, local governments and government entities. Inflation continues to be the focus as the administration imposes new tariffs. How have you adjusted your positioning, if at all, on inflation concerns? The new administration's tariff plans are one of many proposals being put forth that could ultimately impact not only inflation, but also the broader economic environment. Volatility across most markets has increased due to these uncertainties. We have gradually been reducing risk in our portfolios and also maintaining higher levels of liquidity which should allow us to take advantage of any dislocations that may occur. The spread between municipal bonds and treasuries remains attractive. Is this an opportunity for more investors to consider relatively safe municipal bonds? Municipal bond yields have not declined as quickly as treasury yields recently, so they have become more attractive on a tax-adjusted basis. However, from a longer-term perspective, we believe current, high-quality fixed income yields look attractive relative to other asset classes. A 3.5 – 4% tax-exempt yield equates to about 6 – 6.75% on a tax-adjust basis for top individual tax brackets which compares very favorably to the long-term returns of other more risky asset classes. About Baird Funds Baird Funds is a no-load mutual fund family with more than $133 billion in assets as of March 14, 2025. The Baird Funds offer proven track records and a variety of portfolios spanning fixed income and equity asset classes. The ten bond funds and five stock funds feature competitive fees and are managed with a careful focus on risk control. For more information, visit About Baird Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm with more than 200 offices worldwide. Established in 1919, Baird has approximately 5,200 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $455 billion in client assets as of June 30, 2024. Committed to being a great place to work, Baird ranked No. 34 on the 2024 Fortune 100 Best Companies to Work For® list – its 21st consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird's principal operating subsidiaries are Robert W. Baird & Co. Incorporated and Baird Trust Company in the United States and Robert W. Baird Group Ltd. in Europe. Robert W. Baird Limited and Baird Capital Partners Europe Limited are authorized and regulated by the Financial Conduct Authority. For more information, please visit Baird's website at Disclosure: The performance data quoted represents past performance. Past performance does not guarantee future results. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the data quoted. To obtain the most recent month-end performance data available, please visit Investors should consider the investment objectives, risks, charges and expense of each fund carefully before investing. This and other information is found in the prospectus and summary prospectus. For a prospectus or summary prospectus, visit Please read the prospectus or summary prospectus carefully before investing. Because the Fund may invest more than 25% of its total assets in municipal obligations issued by entities located in the same state or the interest on which is paid solely from revenues of similar projects, changes in economic, business, or political conditions relating to a particular state or types of projects may have a disproportionate impact on the Fund. In a rising interest rate environment, the value of fixed-income securities generally decline and conversely, in a falling interest rate environment, the value of fixed income securities generally increase. High yield securities may be subject to heightened market, interest rate or credit risk and should not be purchased solely because of the stated yield. Municipal securities may or may not be appropriate for all investors, especially for those in lower tax brackets. All investments carry risk, including loss of principal. The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper. View source version on Contacts Jody LoweJody@ (414) 376-7663 Sign in to access your portfolio
Associated Press
14-03-2025
- Business
- Associated Press
Clark Capital's NTBIX Wins Fourth Lipper Award
Navigator Tactical Fixed Income Fund is Named Best 10-Year Fund in Alternative Credit Focus Funds Category Philadelphia, Pennsylvania--(Newsfile Corp. - March 14, 2025) - Clark Capital Management Group, an independent asset manager founded in 1986, announced that it has been awarded a 2025 LSEG Lipper Fund Award. The firm's Navigator® Tactical Fixed Income Fund (Ticker: NTBIX) was named Best 10-Year Fund in the Alternative Credit Focus Funds category. The fund was recognized for its 'consistently strong risk-adjusted 10-year performance relative to its peers.' 'We are honored to receive this recognition, which represents the fund's fourth Lipper Award,' said Sean Clark, CFA®, Chief Investment Officer. 'I'm proud of our team and believe this award is a testament to their disciplined investment approach, which they have applied consistently since the inception of the fund.' NTBIX is managed by Sean Clark, CIO, Alexander Meyer, Head of Fixed Income and Senior Portfolio Manager, Robert Bennett, Head of Cross Asset Management and Senior Portfolio Manager, and a team of portfolio managers responsible for research and implementation. Due to demand, the fund has experienced significant year-over-year growth, with assets under management of $8 billion as of February 28, 2025. Sean Clark believes that the fund's tactical approach can help investors navigate shifting market conditions. 'We believe a tactical approach, especially in today's changing market environment, may help investors take advantage of opportunities across the fixed income credit spectrum while also managing risk.' 'We are incredibly honored to be recognized for this award once again,' said Brendan Clark, Chief Executive Officer. 'I view this award as a reflection of our team's diligent commitment to helping advisors and their clients.' About Clark Capital Management Group Clark Capital Management Group is an independent asset management firm providing institutional investment strategies for individual investors, corporations, foundations, and retirement plans. The firm was founded in 1986 by Harry Clark, Executive Chairman, and has been entrusted with over $40.7 billion* in assets. Our investment philosophy is driven by a single-minded focus: to add value for our collective clients. This focus enables us to seek risk-adjusted returns over full market cycles through a disciplined process focused on three principles: meaningful diversification, opportunistic asset allocation, and personalized risk management. It compels us to maintain a long-term perspective and provide innovative investment management strategies that enable advisors to help clients achieve their goals and objectives. For more information, visit and follow @ClarkCapital on X. *As of December 31, 2024; includes assets under management and sub-advised assets. Important Fund Risk Information Awards and rankings are only one form of performance measurement. For current performance information, please call toll free 800.766.2264 or visit An investment in the Tactical Fixed Income Fund (the 'Fund') is subject to risks, and you could lose money on your investment. There can be no assurance that the Fund will achieve its investment objective. Past performance is no guarantee of future results. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Fund. This and other important information about the Fund are contained in the prospectus, which can be obtained by calling 800.766.2264. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Clark Capital Management Group, Inc. and Northern Lights Distributors, LLC are not affiliated. About the LSEG Lipper Fund Awards The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see CONTACT: Patty Quinn McAuley
