Donoghue Forlines’ DF Tactical Momentum lands PSN Top Guns honors

Donoghue Forlines said its DF Tactical Momentum strategy ranked in the top 10 of 917 strategies in PSN’s Large Cap Universe for the 1-quarter, 1-year and 3-year periods ended March 31, 2026. The recognition highlights strong gross returns in a volatile market and puts the separately managed account among Zephyr’s most closely watched quarterly rankings.

Why it matters: - The PSN Top Guns ranking is a widely watched benchmark for separately managed account strategies. - DF Tactical Momentum’s top-10 finish across three time periods signals consistent performance, not just a one-quarter spike. - The strategy’s results stand out in the Large Cap Universe, where 917 strategies were evaluated.

What happened: - Donoghue Forlines announced that DF Tactical Momentum was named to the PSN Top Guns list for Q1 2026, published by Zephyr. - The strategy ranked in the top 10 out of 917 strategies in the Large Cap Universe for the 1-quarter, 1-year and 3-year periods ended March 31, 2026. - The reported gross returns were 18.0% for Q1 2026, 57.2% for the trailing 1-year period and 29.2% annualized for the trailing 3-year period. - The reported net-of-3% returns were 17.1%, 52.6% and 25.4% annualized, respectively. - The PSN Top Guns list draws on a database of more than 2,800 firms, 21,000 products and 285 separate account universes.

The details: - DF Tactical Momentum is a rules-based separately managed account that seeks moderately aggressive capital appreciation. - The strategy invests in large- and mid-cap companies with strong intermediate-term, risk-adjusted price momentum. - The strategy uses tactical overlays designed to move toward a more defensive posture during severe market downturns. - The strategy remained fully invested in equities throughout Q1 2026. - Momentum stocks outperformed most other factors during the quarter, which helped the strategy participate in the rally. - The strategy’s technical signals would require a rapid deterioration in price action before shifting to a more defensive allocation, and that threshold was not reached during the quarter. - PSN Top Guns awards are granted across six proprietary performance categories and more than 75 universes using PSN’s screening methodology. - The complete PSN Top Guns list and methodology are available at PSN’s methodology page. - More information on the strategy is available at Donoghue Forlines.

Between the lines: - The timing matters because Q1 2026 included early market uncertainty and late-quarter geopolitical shocks, including military action in Iran, alongside inflation pressure and shifting Federal Reserve expectations. - Nick Williams, PSN product manager, said PSN Top Guns managers showed value by navigating that volatility and preserving capital while identifying opportunities. - Jeff Thompson, CEO of Donoghue Forlines, said the results reflect the strategy’s design: stay in high-momentum names while a rules-based process manages risk. - Donoghue Forlines says the firm paid Zephyr in connection with the third-party recognition. - The recognition is based on gross performance, and future PSN designations can change from quarter to quarter.

What's next: - Donoghue Forlines says the strategy’s tactical overlays are intended to help manage downside risk, but they cannot eliminate it. - Investors can expect PSN to update rankings each quarter as new performance periods are reviewed. - Donoghue Forlines says the most current information is available by contacting the firm at (800) 642-4276 or info@donoghueforlines.com.

The bottom line: - DF Tactical Momentum turned a volatile quarter into a top-tier ranking across short-, medium- and longer-term windows, giving Donoghue Forlines a strong public performance marker in a crowded large-cap universe.