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.
About Silvercrest
Silvercrest Asset Management Group LLC (the “firm”) is the principal operating subsidiary of Silvercrest Asset Management Group Inc. Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, headquartered in New York. The firm has seven additional offices in the United States, an office in Singapore, and team members based in Europe and Australia. As of March 31, 2026, the firm reported assets under management of $35.7 billion.
Disclaimer
The report that included this extract and rating was published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec) on 10/06/2026. Lonsec receives a fee from fund managers for the preparation of reports. Lonsec’s reports are prepared based on a Research Process that is consistently followed for different products. The information included in the report, including the rating, is general advice only. An investor should be aware that: a) the advice has been prepared without taking into account an investors’ objectives, financial situation or needs; b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs before acting on the advice; and c) an investor should obtain a Product Disclosure Statement (PDS) (if required) relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product. The report, including the rating, is not a recommendation to purchase, sell or hold any product. Past performance is not a reliable indicator of future performance. Reports are prepared based on information available at the time of preparation and may be subject to change by Lonsec without notice. Visit lonsec.com.au for important documents including the Financial Services Guide and Conflicts of Interests Statement. © 2026 Lonsec. All rights reserved.
Contact: Richard Hough
212-649-0601
rhough@silvercrestgroup.com
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Silvercrest Asset Management Group’s Global Value Opportunity Fund Receives Lonsec ‘Recommended’ Rating in Inaugural Review
Silvercrest's Global Value Opportunity Fund received a 'Recommended' rating from Lonsec following its inaugural review, highlighting its experienced management.
Quiver AI Summary
Silvercrest Asset Management Group LLC announced that its Global Value Opportunity Fund has received a 'Recommended' rating from Lonsec, a prominent investment research firm in Australia, following the Fund's inaugural review. The rating highlights the Fund's experienced management team, led by Portfolio Manager Rehan Chaudhri, and its disciplined, research-focused investment strategy. Richard R. Hough III, CEO of Silvercrest, noted that the rating signifies a strong endorsement of the Fund's investment philosophy, particularly in the growing Australian market. The Fund aims to identify attractively valued companies globally and is part of Silvercrest's broader suite of equity strategies available to institutional and wealthy clients.
Potential Positives
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FAQ
What rating did the Silvercrest Global Value Opportunity Fund receive?
The Silvercrest Global Value Opportunity Fund received a ‘Recommended’ rating from Lonsec, a respected Australian investment research firm.
Who leads the investment team for the Global Value Opportunity Fund?
The Fund is led by Portfolio Manager Rehan Chaudhri, who has over 31 years of experience in global equities investing.
When was the Global Value Opportunity Fund launched?
The Silvercrest Global Value Opportunity Fund was launched earlier this year in Australia.
What distinguishes the Fund's investment strategy?
The Fund employs a disciplined, research-intensive approach to identifying attractively valued companies across the global equity spectrum.
Why is the Australian market important for Silvercrest?
Australia represents a growing market for Silvercrest, emphasizing their commitment to providing investment capabilities to clients worldwide.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$SAMG Revenue
$SAMG had revenues of $31.4M in Q1 2026. This is an increase of 0.04% from the same period in the prior year.
You can track SAMG financials on Quiver Quantitative's SAMG stock page.
You can access data on SAMG stock through the Quiver Quantitative API.
$SAMG Hedge Fund Activity
We have seen 35 institutional investors add shares of $SAMG stock to their portfolio, and 49 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Full Release
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.
About Silvercrest
Silvercrest Asset Management Group LLC (the “firm”) is the principal operating subsidiary of Silvercrest Asset Management Group Inc. Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, headquartered in New York. The firm has seven additional offices in the United States, an office in Singapore, and team members based in Europe and Australia. As of March 31, 2026, the firm reported assets under management of $35.7 billion.
Disclaimer
The report that included this extract and rating was published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec) on 10/06/2026. Lonsec receives a fee from fund managers for the preparation of reports. Lonsec’s reports are prepared based on a Research Process that is consistently followed for different products. The information included in the report, including the rating, is general advice only. An investor should be aware that: a) the advice has been prepared without taking into account an investors’ objectives, financial situation or needs; b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs before acting on the advice; and c) an investor should obtain a Product Disclosure Statement (PDS) (if required) relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product. The report, including the rating, is not a recommendation to purchase, sell or hold any product. Past performance is not a reliable indicator of future performance. Reports are prepared based on information available at the time of preparation and may be subject to change by Lonsec without notice. Visit lonsec.com.au for important documents including the Financial Services Guide and Conflicts of Interests Statement. © 2026 Lonsec. All rights reserved.
Contact: Richard Hough
212-649-0601
rhough@silvercrestgroup.com
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