Silvercrest asset management’s global value opportunity strategy earns ‘recommended’ rating from Lonsec
Silvercrest Asset Management Group LLC (NASDAQ: SAMG) has announced that its Global Value Opportunity strategy has received a ‘Recommended’ rating from Lonsec, one of Australia’s most respected and widely referenced independent investment research firms. The rating was awarded following Lonsec’s inaugural review of the strategy.
The ‘Recommended’ rating reflects Lonsec’s recognition of the strategy’s seasoned investment team, disciplined investment process, and robust research capabilities. In its review, Lonsec cited Portfolio Manager Rehan Chaudhri’s more than 31 years of experience in global equities investing and the team’s balanced approach across the value spectrum as key strengths underpinning the rating.
“Receiving a ‘Recommended’ rating from Lonsec on our inaugural review is a meaningful validation of the investment philosophy and process our team has built,” said Richard R. Hough III, Chairman and Chief Executive Officer of Silvercrest Asset Management Group. “Australia represents an important and growing market for Silvercrest, and this rating is a critical step in our ability to serve institutional and wealth management clients there. We look forward to building on this recognition as we deepen our presence in the region.”
Lonsec ‘Recommended’ rating is widely regarded as a threshold qualification for access to Australia’s major institutional and retail wealth platforms. The rating is expected to facilitate Silvercrest’s entry into key wealth distribution platforms and accelerate the firm’s efforts to raise assets from Australian institutional investors and high-net-worth wealth managers for both separately managed accounts and Silvercrest’s Australian Trust.
The Silvercrest Global Value Opportunity strategy applies a disciplined, research-intensive approach to identifying attractively valued companies across the global equity universe. The strategy spans the value spectrum and is managed by a dedicated team with deep experience in global equity analysis and portfolio construction.
“This rating reflects the rigor and consistency with which our team approaches global equity investing,” said Rehan Chaudhri, Portfolio Manager of the Global Value Opportunity strategy. “We appreciate the thoroughness of Lonsec’s review process and are pleased that our investment philosophy and team capabilities were recognized. We see significant opportunity in the Australian market and are committed to delivering strong, risk-adjusted returns for our clients there.”
Silvercrest offers a suite of equity strategies to institutional investors around the world and provides traditional and alternative investment advisory and family office services to wealthy families. The firm’s Global Value Opportunity strategy is part of its broader suite of equity and fixed income investment capabilities offered to clients globally.
