Academy Asset Management Named to PSN Top Guns List of Best Performing Strategies for Q1 2025

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.

NEW YORK--(BUSINESS WIRE)-- Academy Asset Management (“AAM”) announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2025. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

"Q1 2025 presented a fascinating market narrative marked by significant rotation and global shifts. Success demanded adaptability, deep market understanding, and strategic positioning," says PSN Product Manager Nick Williams. "PSN Top Guns managers demonstrated exceptional skill in navigating these complex dynamics, where value sectors outperformed growth, international markets showed strength, and policy shifts created both challenges and opportunities. Their expertise in reading and responding to these evolving market conditions continues to showcase the enduring value of active management in separately managed accounts."

AAM’s recognition underscores the strength of one of its flagship offerings: Veteran Lending through the mortgage and asset-backed markets. This strategy delivered strong performance while providing clients with the opportunity to make a meaningful impact by supporting the veteran community through residential mortgages for active-duty service members and veterans, as well as small business loans to veteran-owned enterprises.

“Our mortgage and asset-backed strategy stood out not only for its strong performance, but also for how it navigated market volatility through a disciplined investment process,” said Seth Rosenthal, Chief Investment Officer at AAM. “We are proud to deliver meaningful impact to the veteran community without compromising returns for our investors.”

Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

Academy Asset Management’s Veteran Impact ETF (NYSE Arca: VETZ) strategy earned a PSN Top Guns Q1 and 1-Year award, ranking in the top ten returns of the US Fixed Income Universe. For Q1 2025, the strategy ranked #1, and for the 1-Year period ending 3/31/2025, it ranked #5 within the universe.

VETZ is the first publicly traded ETF to primarily invest in loans to U.S. service members, military veterans, their survivors, and veteran-owned businesses. It is an actively managed strategy that primarily invests in MBS guaranteed by government-sponsored enterprises, such as Ginnie Mae. The strategy also invests in pools of small business loans backed by the Small Business Administration (SBA).

To learn more about AAM’s veteran impact strategy, you can visit https://www.academyetfs.com/

The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.

About Academy Asset Management (AAM)

Academy Asset Management is the nation’s first post-9/11 veteran-owned and operated institutional asset manager, specializing in fixed-income funds and separately managed accounts. Our leadership and team members bring rigorous military training combined with deep expertise in global capital markets. Mission-driven and guided by a strong ethical foundation, we operate with a high degree of accountability and a relentless focus on our clients’ success. Academy Asset Management has offices in New York, Chicago, and San Diego. To learn more, visit www.academyassetmanagement.com.

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 it online here.

Visit PSN online to learn more.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (866) 631-0504 or visit our website at www.academyassetmanagement.com. Read the prospectus or summary prospectus carefully before investing.

Investing involves risk. Principal loss is possible. Agency Small Business Loan & MBS Risk. There is uncertainty as to the current status of many obligations of Fannie Mae or Freddie Mac and other agencies that are placed under conservatorship of the U.S. Government. Fixed income Securities Risk. Typically, the value of fixed income securities changes inversely with prevailing interest rates. Non-Agency MBS Risk. Non-agency MBS are subject to heightened risks as compared to agency MBS, including that non-agency MBS are not subject to the same underwriting requirements for the underlying mortgages that are applicable to those MBS that have a government or government-sponsored entity guarantee. Non-Agency MBS Risk. Non-agency MBS are subject to heightened risks as compared to agency MBS, including that non-agency MBS are not subject to the same underwriting requirements for the underlying mortgages that are applicable to those MBS that have a government or government-sponsored entity guarantee. Prepayment Risk and Extension Risk. Many issuers have a right to prepay their fixed income securities. Repurchase Agreement Risk. Repurchase agreements may be viewed as loans made by the Fund that are collateralized by the securities subject to repurchase. TBA Transactions Risk. The Fund may enter into TBA transactions for MBS. New Fund Risk. As a new fund, there can be no assurance that the Fund will grow or maintain an economically viable size.

Investment grade is a rating of fixed-income bonds, bills, and notes by credit rating agencies like Standard and Poor’s (S&P), Fitch, and Moody’s, which signifies a low risk of default. The rating determines the creditworthiness of companies based on their financial strengths and structure, past data, and growth potential. Companies with good levels of debt, debt repayment, good earning potential, and growth will have good credit ratings.

Mortgage-backed securities (MBS) are investment products similar to bonds. Each MBS consists of a bundle of home loans and other real estate debt bought from the banks that issued them. Investors in mortgage-backed securities receive periodic payments similar to bond coupon payments.

Bloomberg US Aggregate Bond Index This index (the “Agg”) represents securities that are SEC registered, taxable and U.S. dollar denominated. It covers the U.S. investment grade, fixed-rate bond market, with components for government and corporate securities, mortgage pass-through securities and asset-backed securities. These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis.

Bloomberg US Mortgage-Backed Securities (MBS) Index This index measures the performance of investment grade, fixed-rate, mortgage-backed, pass-through securities of the government-sponsored enterprises (GSEs): Federal Home Loan Mortgage Corp. (Freddie Mac), Federal National Mortgage Association (Fannie Mae) and Government National Mortgage Association (Ginnie Mae).

Distributed by Foreside Fund Services, LLC. Foreside is not related to Academy.

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Media Contact: Michael Boyd

Academy Asset Management

mboyd@academyalpha.com

(646) 736-3995

Source: Academy Asset Management