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August 19th, 2019

2Q 2019 PSN Top Guns Press Release

Winthrop Capital Management Awarded Top Guns Designation by Informa Financial Intelligence

Indianapolis, IN – August 19 2019— Winthrop Capital Management has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

Winthrop was honored with a 5 star Top Guns rating for its Core Fixed Income strategy and a 1, 2, and 3 star rating for its Ultra-Short Fixed Income strategy.

PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

Core Fixed Income

Our Core Fixed Income strategy returned 3.50% versus the Bloomberg Barclays U.S. Aggregate Bond Index return of 3.08% in the second quarter. In pursuing this strategy, WCM invests in all major investment grade sectors of the bond market including U.S. government securities, corporate bonds, municipal bonds, mortgage-backed securities and other structured securities.

  • 5-Star Category – The Core Fixed Income strategy was awarded a Top Gun 5-Star Rating, meaning our Core strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Products must also have returns greater than the style benchmark for the three latest three-year rolling periods and a standard deviation for the fiveyear period equal or less than the median standard deviation for the peer group. Of these, the top ten returns for the latest three-year period are award 5-Star Top Guns.

Ultra-Short Fixed Income

Our Ultra-Short strategy invests primarily in corporate and municipal bonds and has a duration of approximately 1.15 years and a weighted average yield-to-worst of 2.71%. In pursuing this strategy, WCM invests in investment grade corporate bonds, municipal bonds, asset-backed securities, mortgagebacked securities, and high yield bonds.

  • 1-Star Category – Strategy had one of the top ten returns for the quarter in their respective universe.
  • 2-Star Category – Strategy had one of the top ten returns for the one-year period in their respective universes.
  • 3-Star Category – Strategy had one of the top ten returns for the three-year period in their respective universes

The complete list of PSN Top Guns and an overview of the methodology can be located on

About Winthrop Capital Management

Winthrop Capital Management is an SEC registered investment advisor with expertise in the management of fixed income and equity portfolios. WCM specializes in working with foundations, endowments, insurance companies, corporations, individuals and pension funds. We believe that a disciplined portfolio structuring process combined with strict relative value measurement and risk assessment, results in superior performance with a controlled level of risk. For more information about our investment philosophy and products, visit

About Informa Financial Intelligence’s Zephyr

Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit For more information about Zephyr’s PSN Separately Managed Accounts data, visit



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