Belle Haven Investments 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 Q4 2025.
Three of Belle Haven’s SMA strategies were recognized on the highly anticipated Top Guns list as Manager of the Decade across multiple fixed income universes, earning six distinctions for the 10-year period ending Q4 2025.
Taxable PLUS – Core Fixed Income, Intermediate Core Fixed Income, and U.S. Fixed Income Universes
Taxable Ladder PLUS – Core Fixed Income and Intermediate Core Fixed Income Universes
Muni PLUS – Municipals Universe
Notably, Taxable PLUS earned recognition in the Core and U.S. Fixed Income Universes for the seventh consecutive year, while Taxable Ladder PLUS was honored for the second consecutive year. Each strategy has received multiple prior decade recognitions, reflecting consistent long-term performance across market cycles.
“We’re proud to see multiple Belle Haven strategies recognized once again as Manager of the Decade. This distinction reflects the consistency of our investment process, our focus on disciplined risk management, and our commitment to delivering durable results for advisors, consultants, and their clients across market cycles.”
– Matt Dalton, CEO & CIO
Muni PLUS is Belle Haven’s flagship, actively managed separate account strategy that invests in tax-exempt municipal bonds. Taxable PLUS (a Core fixed income strategy) and Taxable Ladder PLUS (an Intermediate Govt/Credit strategy) are actively managed separate account strategies that invest in taxable municipal bonds, corporate bonds, agencies and treasuries.
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.
Belle Haven’s Muni PLUS, Taxable Ladder PLUS and Taxable PLUS strategies earned the PSN Top Guns Manager of the Decade award, meaning these strategies had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.
