Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies

Carmel, Indiana – September 8, 2025 – Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for 2Q 2025.  The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time. Winthrop achieved PSN Top Guns status for the following model portfolio strategies for 2Q 2025

Core Aggressive Growth

WCM’s Core Aggressive Growth strategy had a gross return of 14.10% in the one-year period ending June 30, 2025. The objective of WCM’s Core Aggressive Growth strategy is to maximize long-term capital appreciation. This strategy will likely contain a higher percentage of equities and may also feature bonds, mutual funds, exchange-traded funds, and alternative investments that meet the goal of high growth.

• 3-Year & 4 Star Categories – Core Aggressive Growth had one of the top ten returns for the 3-year period ending June 30, 2025, in its respective universe. The strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods.

Core Growth

WCM’s Core Growth strategy had a gross return of 13.61% in the one-year period ending June 30, 2025. Investors in this strategy may be exposed to a significant degree of market volatility while seeking a greater than average return compared to other more conservative strategies.

• 5 Star & 6 Star Categories – Core Growth had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns and information ratios for the latest five-year period.

Core Sector Aggressive Growth

WCM’s Core Sector Aggressive Growth strategy had a gross return of 16.28% in the one-year period ending June 30, 2025, relative to the benchmark of MSCI ACWI Index which had a return of 16.17% during the same time. This strategy invests in sector ETFs based on our macro-economic view of the economy. Investors may be exposed to a significant degree of market volatility while seeking a greater than average return.

• 1-Year & 3-Year Categories – Core Sector Aggressive Growth had one of the top ten returns for the one-year and three-year periods ending June 30, 2025, in its respective universe

Core Sector Growth

WCM’s Core Sector Growth strategy had a gross return of 15.20% in the one-year period ending June 30, 2025, relative to the blended benchmark of 80% MSCI ACWI Index and 20% Bloomberg 1-3 Year Credit which had a return of 14.26% during the same time. Investors in this strategy should have a longer time horizon and some tolerance for volatility.

• 1-Year Category – Core Sector Growth had one of the top ten returns for the 1-year period ending June 30, 2025, in its respective universe

Core Sector Growth & Income

WCM’s Core Sector Growth & Income strategy had a gross return of 13.81% in the one-year period ending June 30, 2025, relative to the blended benchmark of 60% MSCI ACWI Index and 40% Bloomberg 1-3 Year Credit which had a return of 12.33% during the same time. Investors in this strategy may be exposed to a significant degree of market volatility while seeking a greater than average return compared to other more conservative strategies.

• 5 Star & 6 Star Categories – Core Sector Growth & Income had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. It had a top ten information ratio for the latest five-year period

Tactical Growth

WCM’s Tactical Growth & Income strategy had a gross return of 12.62% in the one-year period ending June 30, 2025.  The objective of this strategy is to maximize long-term capital appreciation. This strategy will likely contain a higher percentage of equities but also feature bonds, mutual funds, exchange-trade funds, and alternative investments.

• 5 Star 6 Star Categories – Tactical Growth & Income had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. It had a top ten information ratio for the latest five-year period

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 www.winthropcm.com

About PSN

For more than four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of over 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view online here.

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