Independent Validation of Quartz Strategies

Q3 2025 Third‑Party Rankings (Quarter Ending 9/30/25) 

As of September 30, 2025, multiple Quartz Partners Investment Management strategies were recognized by Lipper (powered by Broadridge) for their relative performance within defined peer universes. These rankings reflect comparative results over specific time periods—not predictions—and provide external context for evaluating a disciplined, research‑driven investment process. 

 

Astra US Growth Equity | US Diversified / Multi-Cap Equity

Lipper – Best Money Managers (Q3 2025) 

• Rank: Top 5% of its peer group, #9 of 272 strategies

• 3Q25 Return: 12.30% (net of fees) 

• Morningstar Rating ★★★★ (as of 11/30/25) within US SA Large Growth category

• What this signals:  Strong long-term and Q3 relative performance across our peer group, reinforcing the value of focused stock portfolios using a time-tested repeatable investment process. 

 

Astra Core Equity | US Large Blend

• Morningstar Rating ★★★★ (as of 11/30/25) within the Morningstar US SA Large Blend category

• 3Q25 Return: 7.64% (net of fees) 

• What this signals:  Strong long-term relative performance across our peer group, reinforcing the value of focused stock portfolios using a time-tested repeatable investment process. 

 

Dynamic All-Asset Strategy | International Balanced / Multi-Asset

Lipper – Best Money Managers (Q3 2025) 

• Rank: Top 20% of its peer group, #12 of 67 strategies

• 3Q25 Return: 6.09% (net of fees) 

• What this signals:  Providing dynamic underweight/overweight exposure to US and Foreign equities and fixed income. Exposure to foreign equities and fixed income, when you want it, not just for the sake of diversification. 

 

Dynamic Yield Plus Strategy | International Fixed Income (Global Mandates)

Lipper – Best Money Managers (Q3 2025) 

• Rank: Top 20% of its peer group, #13 of 75 strategies

• 3Q25 Return: 2.82% (net of fees) 

• What this signals:  Strong risk-adjusted fixed income returns with a yield over 5.50%. Outperformance versus Bloomberg US Agg Bond Index over multi-time periods)1-quarter, 1-year, 5-year and 10-year), during periods of both rising and falling rates. 

 

Why This Matters for Advisors 

• Independent rankings provide third‑party context, not marketing claims 

• Results are tied to defined periods and peer universes, not forecasts 

• Risk management and repeatability matter more than short‑term outcomes

• For advisors navigating client conversations in uncertain markets, independent validation can serve as a helpful reference point alongside broader portfolio discussions. 

 

Important Disclosures: Lipper rankings are based on total return, net of fees, and inclusive of cash. Source: Lipper, a Thomson Reuters company, powered by Broadridge Financial Solutions, Inc. © 2025 Broadridge. Peer universes and categories are defined by Lipper. Rankings reflect results for the stated periods only.  See fact sheet.

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Past performance does not guarantee future results. Investment strategies involve risk, including possible loss of principal. Rankings and recognitions should not be construed as investment advice or a recommendation to buy or sell any security. 

 

Morningstar ratings are calculated using historical results over multi-year periods and are provided solely as additional context alongside quarter-specific peer rankings. Morningstar Ratings are based on Morningstar’s risk-adjusted return measure that accounts for variation in a strategy’s monthly excess performance, placing more emphasis on downward variations. Ratings are calculated for strategies with at least a three-year history and are relative to Morningstar categories. Ratings are based on past performance and do not guarantee future results.