DALLAS, Aug. 26, 2025 -- Lear Investment Management, a Dallas based investment firm focused on theme-based investing, announced today the inclusion of two separately managed account strategies onto the influential PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2025.
"This independent recognition by Zephyr/PSN reflects the dedication and discipline of our team and commitment to serving client objectives," said Rick Lear, Founder and Chief Investment Officer. "We are proud to have navigated challenging market conditions. This recognition is further evidence that investing is evolving. It is time to move away from style box investing and hundreds of securities into a more thoughtful, concentrated portfolio focused on helping investors."
LIM (Lear) Global Vigilance Tilt ranked #1 in the one quarter category outperforming 421 other managers in the PSN Global Balanced Universe this quarter. This strategy was also recognized in the 1-year category requiring it to be within the top 10 strategies for the year, indicating a recent track record of outperformance.
LIM (Lear) Global Vigilance ranked #2 in the one quarter category behind only LIM Global Vigilance Tilt and also was recognized in the 1-year category among 421 Global Balanced Universe of managers ranked in the second quarter of 2025.
"Q2 2025 combined unprecedented volatility with surprising resilience, requiring managers to demonstrate conviction and agility," says PSN Product Manager Nick Williams. "PSN Top Guns managers excelled by navigating significant market leadership shifts, maintaining discipline during turbulence while capitalizing on opportunities. Their performance highlights the distinct value of active management in SMAs as markets responded to evolving economic conditions and policy changes."
The highly anticipated PSN Top Guns List is published quarterly by Zephyr and remains one of the most important references for investors and asset managers. The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp
About Lear Investment Management
Lear Investment Management is an SEC-registered investment adviser. Lear is a research-driven investment firm builds portfolios designed to deliver superior risk-adjusted returns throughout a full market cycle. The firm tactically allocates across global equities, fixed income, commodities, REITs, MLPs, and cash—guided by a disciplined process that identifies macroeconomic trends and undervalued investment opportunities.
About PSN
For more than four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr's PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of over 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.
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