Quartz Partners Named to PSN Top Guns List for Q4 2025
- Quartz Partners
- 3 days ago
- 4 min read
Independent recognition across equity and fixed income strategies for the period ending December 31, 2025
Quartz Partners has been named to the PSN Top Guns list for Q4 2025, awarded by Zephyr, a division of Informa Financial Intelligence and one of the investment management industry's most widely used independent manager databases.
Quartz Partners’ inclusion in the PSN Top Guns Q4 2025 rankings reflects independent performance recognition across multiple peer universes spanning both equity and fixed income strategies.
Zephyr’s PSN database is widely used by institutional consultants, RIAs, and investment committees evaluating asset manager performance as part of a broader due diligence process.
Understanding the PSN Top Guns Designation
PSN Top Guns is a quarterly performance designation awarded by Zephyr. Rankings are compiled using gross-of-fee return data submitted through the PSN investment manager questionnaire process.
To qualify, strategies must:
Claim compliance with the Global Investment Performance Standards (GIPS)
Be classified within a defined peer universe
Meet specific return-based criteria for the stated evaluation period (e.g., 3-year categories)
Designations are based strictly on returns for the period noted and applied consistently across competitive peer universes.
Strategies Recognized in the PSN Top Guns Q4 2025 Rankings
For the period ending December 31, 2025, the following Quartz Partners strategies received PSN Top Guns recognition:
Astra Core Equity — 3-Year | Large Core Equity & US Core Universe
Dynamic Yield Plus Strategy — 3-Year | ETF Global Fixed Income Universe
These recognitions reflect performance evaluated independently within their respective peer universes for the specified time periods.
What This Recognition Signals About the Strategies
Two aspects of this PSN Top Guns recognition are particularly notable.
Breadth Across Investment Disciplines
The designations span both equity and fixed income strategies. Astra Core Equity and Dynamic Yield Plus Strategy are built on distinct methodologies, managed against different benchmarks, and evaluated within separate peer universes.
Recognition across both reflects consistency of process across materially different investment disciplines.
Multi-Year Evaluation Windows
Three-year designations reflect performance sustained across multiple market regimes rather than a single favorable period.
The 3-year windows ending December 31, 2025 included:
The rate shock of 2022
The recovery of 2023
The AI-driven concentration of 2024
The broadening rotation of 2025
Strategies recognized over that span navigated several distinct macro and market environments.
The Investment Frameworks Behind Astra Core and Dynamic Yield Plus Strategy
Astra Core Equity is built on a proprietary Economic Margin framework designed to identify companies earning returns above their true cost of capital. The strategy is constructed as a concentrated, high-conviction equity portfolio focused on long-term total return.
Dynamic Yield Plus Strategy is guided by the PRICE Analysis Matrix — a research framework evaluating more than 50 data inputs across Policy, Risk, Inflation, Credit, and Earnings. The strategy is designed to adjust positioning as rate regimes shift and to manage downside risk during extended fixed income stress periods.
Together, these strategies reflect Quartz Partners’ core philosophy: disciplined, research-driven portfolio construction built to adapt as market conditions evolve.
Advisor Due Diligence and Next Steps
For advisors conducting due diligence on equity or fixed income allocations within client portfolios, we welcome the opportunity to review:
Strategy methodology
Performance history
Peer universe context
Portfolio construction details
Frequently Asked Questions
What is PSN Top Guns?
PSN Top Guns is a quarterly performance designation awarded by Zephyr, a division of Informa Financial Intelligence. It ranks asset managers within defined peer universes using gross-of-fee returns and stated performance criteria.
What strategies from Quartz Partners were recognized in Q4 2025?
For the period ending December 31, 2025, Astra Core Equity (3-Year | Large Core Equity & US Core Universe) and Dynamic Yield Plus Strategy (3-Year | ETF Global Fixed Income Universe).
What does a 3-year PSN Top Guns designation indicate?
A 3-year designation indicates that a strategy met defined return criteria within its peer universe over a rolling three-year period ending on the date specified. It reflects performance across multiple market conditions during that timeframe but does not guarantee future results.
How should advisors use PSN Top Guns recognition in due diligence?
PSN Top Guns recognition can serve as one data point within a broader manager evaluation process. Advisors typically consider third-party performance designations alongside strategy methodology, risk management practices, fees, portfolio construction, and client suitability.
Official PSN Top Guns Award Methodology
3-Year Category: Peer groups are created using information collected through the PSN investment manager questionnaire and use gross-of-fee returns. PSN Top Guns investment managers must claim GIPS compliance. Top performers are strictly based on returns for the three-year period.
The content of PSN Top Guns is intended for use by qualified investment professionals. All Rights Reserved. PSN Top Guns is powered by PSN, a division of Informa Financial Intelligence.
Regulatory and Performance Disclosures
Past performance is not indicative of future results. PSN Top Guns designations reflect performance for the specific periods and peer universes noted, ending December 31, 2025. Awards are based on specific criteria for the periods noted and do not constitute a guarantee of future results.
PSN Top Guns rankings are compiled using gross-of-fee returns per Zephyr's stated methodology. Lipper rankings referenced elsewhere on this site reflect net-of-fee performance.
This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product. It does not constitute investment advice or a solicitation to buy or sell securities. Investors should consult their financial professional regarding their specific circumstances.
This material contains opinions that are subject to change without notice. Information has been obtained from sources believed to be reliable but is not guaranteed as to accuracy.
No part of this material may be reproduced or referred to in any form without express written permission of Quartz Partners, LLC.
Investment Advisory Services offered through Quartz Partners, LLC, an SEC-Registered Investment Adviser. Additional information about Quartz Partners is available on the SEC's website at www.adviserinfo.sec.gov under CRD No. 174327, and at investor.gov.