Zephyr's Q1 2026 Top Guns List Spotlights Value Stock Resilience Amid Market Turmoil

Event summary

  • Zephyr released its Q1 2026 PSN Top Guns List, highlighting top-performing separate accounts, managed accounts, and managed ETF strategies.
  • Q1 2026 saw significant market volatility due to surging oil prices and US-Iran tensions.
  • Top-performing strategies included Aegis Small Cap Deep Value (+16.7%), First Wilshire U.S. Small Cap Value Equities (+12.6%), and Earnest Partners Small Cap Value Equity (+11.7%).
  • Zephyr's PSN database includes over 2,800 firms, 285 universes, and more than 21,000 products.
  • Zephyr launched the 'Inside SMAs' podcast and the PSN Manager Advantage promotional program.

The big picture

Zephyr's Q1 2026 Top Guns List underscores the growing importance of value stocks and disciplined risk management in turbulent markets. The release comes amid a broader industry shift towards personalized, transparent, and flexible investment solutions. With over 21,000 products in its database, Zephyr is positioning itself as a key player in connecting asset managers with institutional and retail investors. The launch of new promotional and educational initiatives, such as the 'Inside SMAs' podcast, highlights the company's focus on enhancing investor engagement and thought leadership in the SMA space.

What we're watching

Market Volatility
How geopolitical tensions and oil price fluctuations will continue to impact investment strategies.
Investor Preferences
Whether the democratization of SMAs will sustain its momentum as retail investors increasingly adopt these solutions.
Performance Trends
The pace at which value stocks can maintain their resilience in a volatile market environment.