Each third-party award and/or ranking about Garcia Hamilton & Associates, L.P. (GH&A) or its representatives was given based upon various criteria and methodologies. Awards and/or rankings may not be representative of actual client experiences, and are not indicative of any future performance. GH&A has not paid a fee to be considered for the awards/rankings as specifically mentioned in the applicable criteria and methodology disclosures. View information regarding each individual award or ranking below, or click on the award title for detailed criteria and additional information.
Institutional Investor – U.S. Investment Management Awards
Manager of the Year awards are part of Institutional Investor’s U.S. Investment Management Awards. Winners are selected by the editorial staff of Institutional Investor magazine based on their analysis of data and on the results of the survey they develop and conduct of U.S. institutional investors. No fee was paid to participate in or distribute the results of any Institutional Investor’s Investment Management Awards.
Click on the links below for additional information on each of the Institutional Investor awards.
2016 Intermediate-Term Fixed Income Manager of the Year
2015 Intermediate-Term Fixed Income Manager of the Year
2014 Fixed Income Investment Grade Manager of the Year
Houston Business Journal – Largest Houston-Area Money Management Firms
Information for The List was obtained by questionnaires completed by firm representatives and HBJ research. Not all information could be independently verified by the Houston Business Journal. Companies listed are ranked by amount of assets managed by a Houston-area office in 2015.
Click on the link below to visit the March 2016 article for additional information on the Houston Business Journal – Largest Houston-Area Money Management Firms. No fee was paid to participate in or distribute the results of Houston Business Journal’s Houston-Area Money Management Firm survey.
Emerging Manager Monthly – Annual Emerging Manager Awards
To be eligible for the 12th Annual Emerging Manager Awards, managers must have submitted year-end 2017 data to PSN Informa by Jan. 26, have had at least $10 million in product assets and have full-year 2017 performance figures as well as 2016 year-end product asset information. Firm-wide assets for non-minority and women-owned firms were capped at $2 billion, and all MWBE fixed-income managers were considered. No fee was paid to participate in or distribute the results of any Emerging Manager Monthly’s Annual Emerging Manager Awards.
Click on the link below to visit the April 2018 article for additional information on the Emerging Manager Awards.
To be eligible for the 4th Annual Emerging Manager Awards in 2010, managers must have submitted year-end 2009 data to eVestment Alliance, have had less than $2 billion in assets under management and have had full-year 2009 performance figures. Only separately managed accounts were considered. No fee was paid to participate in or distribute the results of any Emerging Manager Monthly’s Annual Emerging Manager Awards.
Click on the link below to visit the April 2010 article for additional information on the Emerging Manager Awards.
Any information contained in this correspondence is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Rankings and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that GH&A will provide a certain level of results in client accounts nor should they be construed as current or past endorsements of GH&A by clients. Such publications base their selections on information prepared and/or submitted by the sponsor organization. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Do not rely upon this information to predict future investment performance or market conditions. This information is not a substitute for consultation with a competent financial, legal, or tax adviser and should only be used in conjunction with his/her advice.