Latest news with #LipperFundAwards
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.
Associated Press
17-03-2025
- Business
- Associated Press
Artisan Partners International Value Fund Wins Three U.S. Lipper Fund Awards for Third Straight Year
MILWAUKEE, March 17, 2025 (GLOBE NEWSWIRE) -- Artisan Partners is pleased to announce that the Artisan International Value Fund received three 2025 Lipper Fund Awards. The Artisan International Value Fund, Institutional Class (APHKX), was named best fund in Lipper's International Large-Cap Value Funds category over the trailing three-, five- and ten-year time periods ended 31 Dec 2024. This is the third year in a row the Fund has won the Lipper Fund Awards in the International Large-Cap Value category. 'The 2025 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades. Fund managers being recognized have steered their investors through a pandemic, a mild recession, rising geopolitical risks, skyrocketing inflation and dramatic central bank intervention. [Regardless of however long you've been investing], there is no way to have foreseen the range of fundamental and non-financial factors that impacted the markets these past few years,' Otto Christian Kober, Head of Lipper Research at LSEG Data & Analytics states. 'We are deeply grateful to be recognized with this distinguished honor again,' said David Samra, Portfolio Manager of the Artisan International Value Fund. 'This award reflects the efforts of our team and our commitment to a disciplined, time-tested investment approach in our ongoing pursuit of generating wealth for our shareholders over the long term.' The Lipper Fund Awards recognize funds 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. LSEG Lipper Fund Awards United States 2025 Winner # of Funds in Category # of Share Classes in Category Artisan International Value Fund, Institutional Class, Best International Large-Cap Value Fund Over 3 Years 28 99 Artisan International Value Fund, Institutional Class, Best International Large-Cap Value Fund Over 5 Years 26 90 Artisan International Value Fund, Institutional Class, Best International Large-Cap Value Fund Over 10 Years 23 66 ABOUT LSEG LIPPER FUND AWARDS For more than 30 years , these highly respected awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Find out more at ABOUT ARTISAN PARTNERS Artisan Partners, adviser to Artisan Partners Funds, Inc., is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates. Average Annual Total Returns as of 31-Dec-24 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Expense Ratio1 Artisan International Value Fund, Institutional Class (APHKX) 6.64 6.91 9.24 7.76 11.53 0.97% Source: Artisan Partners. Institutional Class performance is that of the Investor Class from 23 Sep 2002 through the inception of the Institutional Class on 1 Oct 2006, and actual Institutional Class performance thereafter. Investor Class inception: 23 Sep 2002. Performance has not been adjusted to reflect the expenses of the Institutional Class for the period prior to the Class's inception, and Institutional Class performance results would differ if such expenses were reflected. Investor Class represents the oldest share class in the Fund and generally has higher expenses and lower minimum investments. 1Prospectus 30 Sep 2024. See prospectus for further details. Past performance does not guarantee and is not a reliable indicator of future results. Investment returns and principal values will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown. Call 800.344.1770 for current to most recent month-end performance. Artisan International Value Fund is available through multiple share classes, which have lower investment minimums and higher fees than the Fund's Institutional Share Class. Carefully consider the Fund's investment objective, risks and charges and expenses. This and other important information is contained in the Fund's prospectus and summary prospectus, which can be obtained by calling 800.344.1770. Read carefully before investing. The value of portfolio securities selected by the investment team may rise or fall in response to company, market, economic, political, regulatory or other news, at times greater than the market or benchmark index. International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging and less developed markets, including frontier markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period. 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. Artisan Partners Funds offered through Artisan Partners Distributors LLC (APDLLC), member FINRA. APDLLC is a wholly owned broker/dealer subsidiary of Artisan Partners Holdings LP. Artisan Partners Limited Partnership, an investment advisory firm and adviser to Artisan Partners Funds, is wholly owned by Artisan Partners Holdings LP. 800.399.1770
Associated Press
14-03-2025
- Business
- Associated Press
Natixis Investment Managers Funds Earn 2025 US LSEG Lipper Fund Awards
Natixis Investment Managers today announced that funds managed by several of its affiliate investment management firms – Loomis, Sayles & Company; Harris | Oakmark; and Natixis Advisors – earned 2025 LSEG Lipper Fund Awards for the US. The funds were recognized for achieving consistently strong risk-adjusted performance relative to their peers for the period ending November 30, 2024. LSEG announced award and certificate recipients on March 13, 2025, which included the following from the Natixis Investment Managers mutual fund family: Loomis Sayles Growth, N Class [ LGRNX ] – Ranked best Large-Cap Growth Fund for the three-year period (166 eligible US funds, 587 share classes). Loomis Sayles Limited Term Government and Agency Fund, Y Class [ NELYX ] – Ranked best Short-Intermediate U.S. Government Fund for the five-year period (10 eligible US funds, 23 share classes) and the 10-year period (10 eligible US funds, 22 share classes). Oakmark International Small Cap, Institutional Class [ OANEX ] – Ranked best International Small/Mid-Cap Core Fund for the five-year period (13 eligible US funds, 39 share classes). Natixis U.S. Equity Opportunities Fund, Y Class [ NESYX ] – Ranked best Multi-Cap Core Fund for the 10-year period (146 eligible US funds, 356 share classes). 'Congratulations to the portfolio management teams at Loomis Sayles and Harris | Oakmark for earning LSEG Lipper Fund Awards,' said David Giunta, CEO of Natixis Investment Managers in the US. 'This recognition is a testament to the acumen of our portfolio management teams and reflects our commitment to offering diverse, high-quality investment strategies that meet our clients' evolving needs.' About 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 Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper. From LSEG Lipper Fund Awards © 2025 LSEG. All rights reserved. Used under license. The Lipper Fund Awards Methodology The merit of the winners is based on objective, quantitative criteria. The influential and prestigious LSEG Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on LSEG Lipper's proven proprietary methodology, which can be viewed here. About Natixis Investment Managers Natixis Investment Managers' multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world's largest asset managers 1 with more than $1.3 trillion assets under management 2 (€1.3 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals. Natixis Investment Managers' multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world's largest asset managers 1 with more than $1.3 trillion assets under management 2 (€1.3 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals. Headquartered in Paris and Boston, Natixis Investment Managers is part of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d'Epargne retail networks. Natixis Investment Managers' affiliated investment management firms include AEW; DNCA Investments; 3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris | Oakmark; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; Vega Investment Solutions and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers' website at | LinkedIn: Natixis Investment Managers' distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia. Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully. All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Natixis Distribution, LLC is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers. Member FINRA l SIPC 1 Survey respondents ranked by Investment & Pensions Europe/Top 500 Asset Managers 2024 ranked Natixis Investment Managers as the 19th largest asset manager in the world based on assets under management as of December 31, 2023. 2 Assets under management (AUM) of affiliated entities measured as of December 31, 2024, are $1,363.7 billion (€1,316.9 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of nonregulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers. 3 A brand of DNCA Finance. NIM-03052025-3ojijrfb CONTACT: Press Contact: Natixis Investment Managers Crystal Sullivan SOURCE: Natixis Investment Managers Copyright Business Wire 2025. PUB: 03/14/2025 09:30 AM/DISC: 03/14/2025 09:31 AM
