NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) — Silvercrest Asset Management Group LLC (NASDAQ: SAMG) today announced that its Global Value Opportunity Fund has received a ‘Recommended’ rating from Lonsec, one of Australia’s most respected and widely referenced investment research firms. The rating was awarded following Lonsec’s inaugural review of the Fund.
The report states that the Fund “benefits from a seasoned and stable investment team led by Portfolio Manager Rehan Chaudhri, who has over 31 years of experience in global equities investing.” Furthermore, “the approach is disciplined and supported by strong research capabilities, employing a balanced strategy that spans the value spectrum.”
“Achieving a ‘Recommended’ rating in our inaugural review with Lonsec in Australia is strong recognition of Silvercrest’s Global Value Opportunity team, investment strategy, and track record,” said Richard R. Hough III, Chairman and Chief Executive Officer of Silvercrest Asset Management Group. “Australia represents an important and growing market for Silvercrest, and this outcome is another positive step in our commitment to bringing investment capabilities to institutional and wealth clients around the world.”
The Silvercrest Global Value Opportunity Fund, launched earlier this year in Australia, applies a disciplined, research-intensive approach to identifying attractively valued companies across the global equity universe. The strategy spans the value spectrum and is managed by a dedicated team with deep experience in global equity analysis and portfolio construction.
“This rating reflects the rigor and consistency with which our team approaches global equity investing,” said Rehan Chaudhri, Portfolio Manager of the Fund. “We appreciate the thoroughness of Lonsec’s review process and are pleased that our investment philosophy and team capabilities were recognized. We see significant opportunity in the Australian market and are committed to delivering strong, risk-adjusted returns for our clients there.”
Silvercrest offers a suite of equity strategies to institutional investors around the world and provides traditional and alternative investment advisory and family office services to wealthy families. The firm’s Global Value Opportunity strategy is part of its broader suite of equity capabilities offered to clients globally.
About Lonsec
Lonsec is one of Australia’s leading investment research firms, providing ratings and research on managed funds, model portfolios, and investment products to financial advisers, wealth managers, and institutional investors. Lonsec’s ratings are widely used as a standard for investment product due diligence across Australia’s institutional and retail wealth management markets.
