KoCAA recognized by Zephyr PSN for Top Guns Awards for 2Q2025

Zephyr PSN KofCAA - Top Guns Awards Winner

Knights of Columbus Asset Advisors was recognized by Zephyr PSN, receiving Top Guns Awards in Q2 2025 for best performing strategies within the Large Cap, Large Core Equity, and US Value Universes.

Interim President and Chief Investment Officer Nick Gentile congratulates the Investments Equity team, led by David Hanna, and his team, which includes Douglas Riley, James Gaul, and Eric Eaton, for achieving this honor and extends his gratitude to the whole KoCAA team and our nearly 200 financial advisors for their continued commitment to being the premier partner for Catholic investment solutions.

To speak with an advisor about investment solutions that are Catholic and competitive, visit: Contact Us | Knights of Columbus Asset Advisors | KoCAA

Top Gun Awards- Important Disclosure Information

The Knights of Columbus Asset Advisor's team, standing and posing together for a photo.

About PSN

For more than four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of over 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry.

Visit PSN online to learn more. PSN is a division of Informa Business Intelligence (IBI).

PSN Top Guns performance awards are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 6 different categories.

KoCAA’s Large Cap Core Strategy earned PSN Top-Guns 6-Star awards for both the PSN Large Cap Universe and the PSN Large Core Equity Universe.
KoCAA’s Large Cap Core Strategy earned PSN Top-Guns 5-Star awards for both the PSN Large Cap Universe and the PSN Large Core Equity Universe. Additionally, KoCAA’s Large Cap Value Strategy earned a PSN Top-Guns 5-Star award for the US Value Universe.
The Large Cap Universe is comprised of 913 Products across 399 Firms. The Large Core Equity Universe is comprised of 254 Products across 144 Firms. The US Value Universe is comprised of 761 Products across 323 Firms.
According to PSN, in calculating the 6-Star and 5-Star awards, "The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group.”
“For the 6-Star category, the top ten information ratios for the latest five-year period then become the TOP GUNS. For the 5 Star awards, the top ten returns for the latest three-year period then become the TOP GUNS.”

5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS.

6 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.