Purchase, N.Y. – September 20, 2026 -- Alpine Saxon Woods, a Purchase, NY-based investment firm managing over $890 million in assets, has been named to the PSN Top Guns List for Q2 2026, earning 4-, 5-, and 6-Star ratings in the All-Cap Value Universe for its Dividend strategy.
PSN awards Top Guns status across six performance-based star categories in over 75 universes
The Alpine Saxon Woods Dividend strategy qualified for the 4-, 5-, and 6-Star categories after posting an r-squared of 0.80 or greater against PSN's style benchmark over the trailing five-year period and exceeding that benchmark across the three latest three-year rolling periods. The strategy also ranked among the top ten returns in its PSN peer group for the latest three-year period.
Strategy targets dividend-paying companies through fundamental cash-flow analysis
The Dividend strategy invests in companies that maintain or grow their dividends, applying fundamental research on free cash flow and balance sheet metrics to assess payout sustainability. The value-style approach is market-cap and sector agnostic, though it tends to skew toward large-to-mid-cap names given the profile of dividend payers.
YCharts CEO cites disciplined portfolio positioning during a volatile second quarter
YCharts President and CEO Sean Brown said second-quarter 2026 markets shifted from early optimism to a more challenging environment that tested even experienced managers, and that Top Guns winners distinguished themselves through disciplined, precise portfolio positioning.
Alpine Saxon Woods CEO frames rating as independent validation of investment discipline
Portfolio Manager and CEO Mark Spellman said the recognition provides independent validation of the investment discipline and consistency behind the Dividend strategy, calling it a reflection of the firm's commitment to long-term client outcomes.
Firm discloses fee arrangement for use of PSN Top Gun marketing rights
Alpine Saxon Woods pays no compensation to PSN for consideration in the Top Guns rankings but pays a nominal fee for rights to use the PSN Top Gun name and badges in its marketing materials. The ratings are based on performance data reported by Alpine Saxon Woods to PSN.