Silvercrest's Global Value Opportunity Fund Receives 'Recommended' Rating
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 24 2026
0mins
Source: Newsfilter
- Rating Recognition: Silvercrest's Global Value Opportunity Fund has received a 'Recommended' rating from Lonsec in its inaugural review, indicating strong acknowledgment of the fund's investment strategy and team capabilities, thereby enhancing its competitive edge in the Australian market.
- Team Experience: Led by Portfolio Manager Rehan Chaudhri, who has over 31 years of experience in global equities investing, the team's stability and extensive expertise lay a solid foundation for the fund's success, which is expected to attract more institutional and high-net-worth clients.
- Market Opportunity: Silvercrest's expansion into the Australian market is viewed as a crucial part of its global strategy, and the fund's success is likely to enhance the company's market share and brand influence as demand for investment management services grows in the region.
- Asset Management Scale: As of March 31, 2026, Silvercrest reported assets under management of $35.7 billion, and this robust asset base supports its diverse investment strategies globally, further solidifying its market position.
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About SAMG
Silvercrest Asset Management Group Inc. is a full-service wealth management company. The Company operates through the investment management industry segment. The Company is focused on providing financial advisory and related family office services to ultra-high-net worth individuals and institutional investors. In addition to a range of investment capabilities, it offers a full suite of complementary and customized family office services for families seeking comprehensive oversight of their financial affairs. Its clients engage them to advise them on traditional investment strategies focused on equities, fixed income and cash as well as non-traditional investment strategies, including hedge funds, private equity funds, real estate and commodities. It also provides its clients with family office services and related administrative services, which include financial planning, tax planning and preparation, partnership accounting and fund administration, and consolidated wealth reporting.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Silvercrest Asset Management Named to CNBC Elite Advisors List
- Industry Recognition: Silvercrest Asset Management Group has been named one of the top 25 investment advisors in CNBC's inaugural Elite Advisors list for 2026, highlighting its exceptional performance in serving ultra-high-net-worth clients and enhancing the firm's industry reputation.
- Client Asset Scale: The firm specializes in managing investable assets of $25 million or more, reflecting its expertise in the ultra-high-net-worth segment, which is expected to attract more affluent clients' attention and trust.
- Selection Criteria: CNBC compiled the list through a detailed quantitative analysis of over 100 firms, assessing organizational scalability, assets under management, breadth of services, and investment strategy sophistication, ensuring the selection's fairness and authority.
- Total Assets Under Management: As of March 31, 2026, Silvercrest reported total assets under management of $35.7 billion, demonstrating its strong position and continued growth potential in the wealth management industry.
See More
Silvercrest's Global Value Opportunity Fund Receives 'Recommended' Rating
- Rating Recognition: Silvercrest's Global Value Opportunity Fund has received a 'Recommended' rating from Lonsec in its inaugural review, indicating strong acknowledgment of the fund's investment strategy and team capabilities, thereby enhancing its competitive edge in the Australian market.
- Team Experience: Led by Portfolio Manager Rehan Chaudhri, who has over 31 years of experience in global equities investing, the team's stability and extensive expertise lay a solid foundation for the fund's success, which is expected to attract more institutional and high-net-worth clients.
- Market Opportunity: Silvercrest's expansion into the Australian market is viewed as a crucial part of its global strategy, and the fund's success is likely to enhance the company's market share and brand influence as demand for investment management services grows in the region.
- Asset Management Scale: As of March 31, 2026, Silvercrest reported assets under management of $35.7 billion, and this robust asset base supports its diverse investment strategies globally, further solidifying its market position.
See More
Silvercrest Asset Management Q1 2026 Earnings Call Insights
- AUM Decline: As of March 31, 2026, Silvercrest's discretionary assets under management decreased by 3.7% to $23.1 billion, primarily due to net institutional outflows, indicating significant market pressure impacting the company's performance.
- Investment Program Acceleration: The firm is undertaking its largest investment program in history, focusing on intellectual capital and headcount, which, while causing near-term profitability pressure, is expected to lay the groundwork for future revenue growth.
- International Expansion Strategy: In Q1 2026, Silvercrest opened offices in Atlanta and Singapore, with plans for a Dublin office later in 2026, demonstrating the company's commitment to international market expansion and strategic growth initiatives.
- Shareholder Return Strategy: Although the Board declared a quarterly dividend of $0.21 per share and completed a $1.9 million stock repurchase, management indicated a pause in further capital returns as they await the realization of investment outcomes.
See More
Silvercrest Opens New Office in Atlanta, Expanding Wealth Management Reach
- Market Expansion: Silvercrest Asset Management Group has opened its first office in Atlanta, marking a significant step in its expansion into high-growth wealth markets, aimed at strengthening relationships with ultra-high-net-worth clients and driving business development.
- Executive Appointment: The firm appointed Brittain Prigge as Managing Director, bringing over 35 years of wealth management expertise, having been a founding partner of Balentine, a respected multi-family office in Atlanta, which is expected to enhance the firm's market insights.
- Strategic Importance: The opening of the Atlanta office not only reflects strong market demand but also underscores Silvercrest's commitment to long-term investment and advisory services, aiming to meet the personalized needs of local families and institutions.
- Asset Management Strength: As of December 31, 2025, Silvercrest reported assets under management of $37 billion, combining a high-touch boutique culture with institutional-quality investment capabilities, showcasing its comprehensive advantages in addressing complex wealth management needs.
See More
Perritt Capital Management Exits Vanguard International Dividend Appreciation ETF
- Complete Exit: Perritt Capital Management disclosed in a SEC filing dated February 17, 2026, that it sold all 116,495 shares of Vanguard International Dividend Appreciation ETF (VIGI), resulting in a $10.43 million decline in the position's quarter-end value, now comprising 0% of reported AUM.
- Impact of Position Change: Previously accounting for 4.9% of the fund's AUM, this complete exit not only affects Perritt's portfolio diversification but may also negatively impact future returns, particularly in the international dividend growth sector.
- ETF Performance Overview: As of February 17, 2026, VIGI's share price was $85.61, reflecting a 4.91% increase over the past year, indicating its stability and attractiveness in the international market, although Perritt's exit may affect market confidence.
- Investor Strategy Adjustment: VIGI focuses on international companies with stable earnings and disciplined capital allocation, offering lower current yields but potentially stable long-term returns, and Perritt's exit may prompt other investors to reassess their holding strategies.
See More
Perritt Capital Management Exits VIGI Position
- Position Change: Perritt Capital Management disclosed in a SEC filing dated February 17, 2026, that it has fully sold 116,495 shares of Vanguard International Dividend Appreciation ETF (VIGI), resulting in a $10.43 million decrease in position value and reducing its stake from 4.9% to 0% of fund AUM.
- Impact on AUM: This transaction led to a 17.45% drop in Perritt's reportable AUM in the 13F report, indicating a significant withdrawal from the international dividend growth space, which may affect its future investment strategies and market confidence.
- Market Performance: As of February 17, 2026, VIGI was priced at $85.61, up 4.91% over the past year; despite Perritt's exit, the ETF continues to provide exposure to high-quality international companies, emphasizing its strengths in stable earnings and capital allocation.
- Investment Strategy Analysis: VIGI's investment strategy focuses on tracking an index of high-quality international companies, and while Perritt's exit may impact short-term capital flows, the ETF's long-term performance remains reliant on global market stability and currency fluctuations, making it suitable for investors seeking long-term earnings stability.
See More
Silvercrest Asset Management Named to CNBC Elite Advisors List
- Industry Recognition: Silvercrest Asset Management Group has been named one of the top 25 investment advisors in CNBC's inaugural Elite Advisors list for 2026, highlighting its exceptional performance in serving ultra-high-net-worth clients and enhancing the firm's industry reputation.
- Client Asset Scale: The firm specializes in managing investable assets of $25 million or more, reflecting its expertise in the ultra-high-net-worth segment, which is expected to attract more affluent clients' attention and trust.
- Selection Criteria: CNBC compiled the list through a detailed quantitative analysis of over 100 firms, assessing organizational scalability, assets under management, breadth of services, and investment strategy sophistication, ensuring the selection's fairness and authority.
- Total Assets Under Management: As of March 31, 2026, Silvercrest reported total assets under management of $35.7 billion, demonstrating its strong position and continued growth potential in the wealth management industry.
See More
Silvercrest's Global Value Opportunity Fund Receives 'Recommended' Rating
- Rating Recognition: Silvercrest's Global Value Opportunity Fund has received a 'Recommended' rating from Lonsec in its inaugural review, indicating strong acknowledgment of the fund's investment strategy and team capabilities, thereby enhancing its competitive edge in the Australian market.
- Team Experience: Led by Portfolio Manager Rehan Chaudhri, who has over 31 years of experience in global equities investing, the team's stability and extensive expertise lay a solid foundation for the fund's success, which is expected to attract more institutional and high-net-worth clients.
- Market Opportunity: Silvercrest's expansion into the Australian market is viewed as a crucial part of its global strategy, and the fund's success is likely to enhance the company's market share and brand influence as demand for investment management services grows in the region.
- Asset Management Scale: As of March 31, 2026, Silvercrest reported assets under management of $35.7 billion, and this robust asset base supports its diverse investment strategies globally, further solidifying its market position.
See More
Silvercrest Asset Management Q1 2026 Earnings Call Insights
- AUM Decline: As of March 31, 2026, Silvercrest's discretionary assets under management decreased by 3.7% to $23.1 billion, primarily due to net institutional outflows, indicating significant market pressure impacting the company's performance.
- Investment Program Acceleration: The firm is undertaking its largest investment program in history, focusing on intellectual capital and headcount, which, while causing near-term profitability pressure, is expected to lay the groundwork for future revenue growth.
- International Expansion Strategy: In Q1 2026, Silvercrest opened offices in Atlanta and Singapore, with plans for a Dublin office later in 2026, demonstrating the company's commitment to international market expansion and strategic growth initiatives.
- Shareholder Return Strategy: Although the Board declared a quarterly dividend of $0.21 per share and completed a $1.9 million stock repurchase, management indicated a pause in further capital returns as they await the realization of investment outcomes.
See More
Silvercrest Opens New Office in Atlanta, Expanding Wealth Management Reach
- Market Expansion: Silvercrest Asset Management Group has opened its first office in Atlanta, marking a significant step in its expansion into high-growth wealth markets, aimed at strengthening relationships with ultra-high-net-worth clients and driving business development.
- Executive Appointment: The firm appointed Brittain Prigge as Managing Director, bringing over 35 years of wealth management expertise, having been a founding partner of Balentine, a respected multi-family office in Atlanta, which is expected to enhance the firm's market insights.
- Strategic Importance: The opening of the Atlanta office not only reflects strong market demand but also underscores Silvercrest's commitment to long-term investment and advisory services, aiming to meet the personalized needs of local families and institutions.
- Asset Management Strength: As of December 31, 2025, Silvercrest reported assets under management of $37 billion, combining a high-touch boutique culture with institutional-quality investment capabilities, showcasing its comprehensive advantages in addressing complex wealth management needs.
See More
Perritt Capital Management Exits Vanguard International Dividend Appreciation ETF
- Complete Exit: Perritt Capital Management disclosed in a SEC filing dated February 17, 2026, that it sold all 116,495 shares of Vanguard International Dividend Appreciation ETF (VIGI), resulting in a $10.43 million decline in the position's quarter-end value, now comprising 0% of reported AUM.
- Impact of Position Change: Previously accounting for 4.9% of the fund's AUM, this complete exit not only affects Perritt's portfolio diversification but may also negatively impact future returns, particularly in the international dividend growth sector.
- ETF Performance Overview: As of February 17, 2026, VIGI's share price was $85.61, reflecting a 4.91% increase over the past year, indicating its stability and attractiveness in the international market, although Perritt's exit may affect market confidence.
- Investor Strategy Adjustment: VIGI focuses on international companies with stable earnings and disciplined capital allocation, offering lower current yields but potentially stable long-term returns, and Perritt's exit may prompt other investors to reassess their holding strategies.
See More
Perritt Capital Management Exits VIGI Position
- Position Change: Perritt Capital Management disclosed in a SEC filing dated February 17, 2026, that it has fully sold 116,495 shares of Vanguard International Dividend Appreciation ETF (VIGI), resulting in a $10.43 million decrease in position value and reducing its stake from 4.9% to 0% of fund AUM.
- Impact on AUM: This transaction led to a 17.45% drop in Perritt's reportable AUM in the 13F report, indicating a significant withdrawal from the international dividend growth space, which may affect its future investment strategies and market confidence.
- Market Performance: As of February 17, 2026, VIGI was priced at $85.61, up 4.91% over the past year; despite Perritt's exit, the ETF continues to provide exposure to high-quality international companies, emphasizing its strengths in stable earnings and capital allocation.
- Investment Strategy Analysis: VIGI's investment strategy focuses on tracking an index of high-quality international companies, and while Perritt's exit may impact short-term capital flows, the ETF's long-term performance remains reliant on global market stability and currency fluctuations, making it suitable for investors seeking long-term earnings stability.
See More
