Slvercrest asset management’s global value opportunity fund receives a ‘recommended’ rating from Lonsec
Christina Manonian
Silvercrest Asset Management Group LLC (NASDAQ: SAMG) has announced that its Global Value Opportunity Fund has received a ‘Recommended’ rating from Lonsec, one of Australia’s most respected and widely referenced investment research firms. The rating was awarded following Lonsec’s inaugural review of the Fund.
The report states that the Fund “benefits from a seasoned and stable investment team led by Portfolio Manager Rehan Chaudhri, who has over 31 years of experience in global equities investing.” Furthermore, “the approach is disciplined and supported by strong research capabilities, employing a balanced strategy that spans the value spectrum.”
“Receiving a ‘Recommended’ rating from Lonsec in our inaugural review is a meaningful validation of the investment philosophy, process and track record our team has built,” said Christina Manonian, Head of Asia Pacific Consultant Relations & Business Development at 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 clients. We look forward to building on this recognition as we deepen our presence in the region.”
The Silvercrest Global Value Opportunity Fund, launched earlier this year, 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 rigour and consistency with which our team approaches global equity investing,” said Rehan Chaudhri, Portfolio Manager of the Fund. “We appreciate the thoroughness of Lonsec’s review process and are pleased that our investment philosophy and team capabilities were recognised. 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 capabilities offered to clients globally.
