Indianapolis, IN – May 25, 2022 — 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.
For the first quarter of 2022, Winthrop was honored with the following Top Guns performance awards for the following strategies:
Ultra-Short Fixed Income – 3 Stars
WCM Core Growth – 2 and 3 Star Categories
Core Sector Aggressive Growth – 2 and 3 Star Categories
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.
Ultra-Short Fixed Income
The WCM Ultra-Short Fixed Income strategy returned -1.91% versus the Bloomberg Short-term Gov/Corp Index return of -0.25% in the first quarter. In pursuing this strategy, WCM invests in a diversified portfolio of investment grade and high yield corporate bonds and municipal bonds, which have maturities of less than three years and meet our credit research standards.
- 3-Star Category – Strategy had one of the top ten returns for the three-year period ending March 31, 2022 in its respective universe.
WCM Core Growth
The WCM Core Growth strategy returned -5.02% versus the MSCI ACWI Index return of -5.33% in the first quarter. The objective of WCM’s Core Growth Strategy is to maximize long-term capital appreciation through a higher percentage of equities and may feature bonds, mutual funds, ETFs and alternative investments that meet the goal of high growth.
- 2-Star Category – Strategy had one of the top ten returns for the most recent one-year period ending March 31, 2022 in its respective universe.
- 3-Star Category – Strategy had one of the top ten returns for the three-year period ending March 31, 2022 in its respective universe.
Core Sector Aggressive Growth
The Core Sector Aggressive Growth strategy returned -6.06% versus the MSCI ACWI Index return of -5.33% in the first quarter. The objective of WCM’s Core Sector Aggressive Growth Model is to maximize long-term capital appreciation. This strategy will contain exclusively equities in sectors that meet the goal of high growth, and invests in sector ETFs based on our macro-economic view of the economy.
- 2-Star Category – Strategy had one of the top ten returns for the most recent one-year period ending March 31, 2022 in its respective universe.
- 3-Star Category – Strategy had one of the top ten returns for the three-year period ending March 31, 2022 in its respective universe.
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 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 https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma