March 25, 2015 ~ BirdRock Asset Management achieves PSN Top Guns Manager of the Decade Status

BirdRock Asset Management is a nationally recognized investment management and financial advisory firm. Headquartered in Austin, Texas. BirdRock’s assets under management exceed $134 million as of 12/31/14.

Information about PSN: In 1984, Informa Investment Solutions, Inc. introduced the first commercially available investment manager search and evaluation database—Plan Sponsor Network, or PSN. PSN offers financial professionals high-quality, in-depth data on U.S., non-U.S. and global investment managers. There are over 2,000 investment managers participating in the PSN database, which covers more than 20,000 domestic and international investment products.
Investment consultants, plan sponsors and brokerage firms use PSN to perform manager searches and ongoing evaluation. Money managers use PSN for competitive analysis and positioning. Participation in the PSN database is the mandatory starting point for many client manager search processes.

BirdRock Asset Management PSN Top Guns Manager of the Decade for Period Ended 12/31/2014

BirdRock Asset Management achieved the Top Guns Manager of the Decade Status from PSN for the period ended December 31, 2014. The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 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 ten year period ending December 31, 2014. Moreover, products must have returns greater than the style benchmark for the ten year period ending December 31, 2014 and also Standard Deviation less than the style benchmark for the ten year period ending December 31, 2014. At this point, the top ten performers for the latest 10 year period ending December 31, 2014 become the PSN Top Guns Manager of the Decade.

Top Guns Manager of the Decade for period ended December 31, 2014 Small Cap Value Equity*

The PSN Small Cap Value universe is comprised of 195 firms and 265 products.*

November 6, 2014 ~ Five Star ranking from Morningstar

BirdRock Asset Management is proud to announce that their Small Cap Value portfolio has received a Five Star Morningstar Ranking from Morningstar for the ten-year period ending 09/30/2014. “We are very proud to receive the Five Star ranking from Morningstar over the past ten years” notes Steve Levy, President and Portfolio Manager for BirdRock Asset Management. “It demonstrates our team’s commitment to finding the best companies we can and not focusing on short-term results. Market’s ebb and flow but our investment process stays consistent over time.”

September 30, 2014 ~ Five-Star Morningstar Small Cap Value Portfolio

BirdRock Asset Management is pleased to announce that its Small Cap Value portfolio has recently been ranked again as a Five-Star Morningstar® performer in their separate account category for the period ending 06/30/2014*. BirdRock’s star rating is based on the firm’s overall, 3-year, and 10-year track record. The highly coveted five star ratings place BirdRock ahead of 90% of all money management firms tracked by Morningstar in the category in which Morningstar places our portfolio composite. “I am thrilled to once again receive the top Morningstar Rating for our Small Cap Value strategy” said Steve Levy, lead Portfolio Manager for BirdRock. I believe this rating illustrates our commitment to delivering outstanding risk-adjusted returns for investors by applying our disciplined approach to identifying leading business franchises selling at a discount to fair value.”

*Please see our disclosure page for important details about the Morningstar® ranking.

February 25, 2014 ~ “Top Gun Manager” by Informa Investment Solutions PSN 

BirdRock Asset Management, LLC, is proud to announce that they have been named a “Top Gun Manager” by Informa Investment Solutions PSN, an independent national money manager database. PSN evaluated all small cap value managers for performance and risk over the period ended December 31, 2013. The top 10 are recognized for their ability to significantly outperform their Index without taking on excess risk, while maintaining a high correlation to the benchmark. “We are honored to be recognized as a Top Gun,” said founder and CEO Steve Levy. “It’s incredibly rewarding to know that our diligence and commitment to client satisfaction has not only produced outstanding results, but has been recognized so magnanimously in the industry.” BirdRock Asset Management specializes in value investing, seeking high quality assets at attractive prices. The portfolio is designed to deliver long-term growth and income, while mitigating risk as much as possible. Each investment is viewed as an ownership opportunity in a business that has an intrinsic value that may or may not be reflected in its current stock price. In addition to valuation, their research focuses on building a diversified portfolio of industry-leading, small cap businesses and that typically have a history of paying sustainable dividends. “We are very proud to have delivered on our promise to our clients. To be included on the Top Guns list demonstrates our dedication to our craft and is a terrific accolade for our hard-working team,” said Levy, president and portfolio manager.

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