Opus News & Insights

Opus Capital Recognized as Top Guns Manager by Informa Investment Solutions for Third Consecutive Quarter
Thursday, May 18, 2017

Cincinnati, Ohio, May 2017 – Opus Capital today announced that is has been recognized with Top Guns status by Informa Investment Solutions' PSN manager database for the third quarter in a row. Opus Capital’sSmall Cap Value Plus strategy was again 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 solution continues to provide outstanding results in a variety of market environments while affording investors healthy participation on the upside and significant protection in down markets,” said Adam Eagleston, Principal and Portfolio Manager for Opus Capital. “The consistency of this strategy has been areal value-add to investors and should continue to shine, especially as market volatility increases.”

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.

Top Guns receive a star rating in the range from one to six. The stars indicate the continued performance over length of time. Opus Capital’s Small Cap Value Plus strategy was also named a Top Gun with a star rating of 3 meaning this product was one of the top ten performers within their respective universes, small cap value in this case, based on returns for the three-year period.

“Despite the broad disregard of fundamentals in the market, our focus on buying high-quality, growing companies priced at lower valuations has led Small Cap Value Plus to the top decile of performers in Q1 2017 and since the product’s August 2013 inception,” 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 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 https://www.opusinc.com/ and follow https://twitter.com/opuscapitalmgmt.

Disclosure: The net returns presented on the previous page reflect the deduction of advisory fees and other expenses a client may incur in the management of the account. Opus advisory fees are disclosed in Part 2 of our Form ADV. The performance data featured represents past performance, which is no guarantee of future results. Investing in the securities of small capitalization companies involves greater risk and the possibility of greater loss of capital than investing in larger capitalization and more established companies. You should carefully consider your investment objectives before investing. Information presented on the previous page supplements the composite presentation, which can be found at https://www.opusinc.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.

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