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Opus News & Insights

Opus Capital Recognized as Top Guns Manager by Informa Investment Solutions
Wednesday, March 1, 2017

Cincinnati, Ohio, February 2017 – Opus Capital today announced that is has been recognized with Top Guns status by Informa Investment Solutions' PSN manager database. Opus Capital’s Small Cap Value Plus strategy was ranked as a “Bull & Bear Master” by Informa. To be ranked as a top Bull & Bear Master, products must have an R-Squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.

“Our Small Cap Value Plus strategy has demonstrated an ability to perform well in a variety of market environments. By owning high-quality, growing companies priced at lower valuations, we are able to generate capital appreciation during up markets without sacrificing downside protection,” said Adam Eagleston, Principal and Portfolio Manager for Opus Capital.

Utilizing a proprietary blend of Informa Investment Solutions’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a highly anticipated quarterly ranking and is widely used by institutional asset managers and investors.
The past year was challenging for active managers, which makes our success even more satisfying. Our investment discipline is critically important with markets near all-time highs, as we avoid the temptation to chase low-quality, speculative stocks, and instead choose to own high-quality, shareholder-friendly businesses,” said Eagleston.

"We congratulate Opus Capital on their distinction as a PSN Top Gun. This highly anticipated quarterly ranking recognizes elite performers on the leading investment manager database in North America and is widely used by institutional asset managers and investors across our platform,” said Leno Toich, Managing Director of Informa Investment Solutions. “PSN Top Guns ranks products in six proprietary star categories in over 50 universes.”

The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns.
For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Ruth Calderon at ruth.calderon@informais.com.

About Informa Investment Solutions

A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit
http://www.informais.com/ and follow https://twitter.com/InformaInvest.

About Opus Capital Management

Opus Capital is a minority- and woman-owned investment management firm based in Cincinnati, OH. Founded in 1996, the firm leverages its experienced and dedicated team to provide investment solutions in the high-quality value equity space. With its experienced investment team, Opus Capital offers separate account management and investment sub-advisory services to a diverse group of public funds, insurance companies, corporations, endowments, foundations, registered investment companies, Taft-Hartley plans, and high net worth individuals. For more information, please visit www.opusinc.com and follow https://twitter.com/opuscapitalmgmt.



 
 
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  Kevin P. Whelan, CFA
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Principal
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  Adam T. Eagleston, CFA
Principal
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Joseph P. Condren, CFA
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