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

Carmel, Indiana – September 10, 2024 – Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns List of best performing Model Portfolios for 2Q 2024. PSN Top Guns ranks strategies which perform well in both up and down markets from over 2,800 firms. PSN’s database is widely used by institutional asset managers and investors, and it is North America’s longest running database of investment managers.

Winthrop was awarded PSN Top Guns in the following Model Portfolio strategies for 2Q 2024.

Core Aggressive Growth

WCM’s Core Aggressive Growth strategy returned 18.34% in the one-year period ending June 30, 2024. The objective of this strategy is to maximize long-term capital appreciation. This strategy contains 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 & 4 Star Categories – Core Aggressive Growth had one of the top ten returns for the three-year period ending June 30, 2023 in its respective universe. The strategy had an r-squared of 0.80 or greater relative to the benchmark for the recent five-year period. Returns exceeded the benchmark for the three latest three-year rolling periods.

Core Growth

WCM’s Core Growth strategy returned 15.56% in the one-year period ending June 30, 2024. 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.

• 3 & 4 Star Categories – Core Growth had one of the top ten returns for the three-year period ending June 30, 2024 in its respective universe. The strategy had an r-squared of 0.80 or greater relative to the benchmark for the recent five-year period. Returns exceeded the benchmark for the three latest three-year rolling periods.

Core Growth & Income

WCM’s Core Growth & Income strategy returned 13.73% in the one-year period ending June 30, 2024. This strategy seeks relatively high capital growth with a moderate level of income while also preserving capital over the long term.

• 5 & 6 Star Categories – Core Growth & Income ranked in the top 10 for returns and information ratio for the five-year period ending June 30, 2024. This strategy had an r-squared of 0.80 or greater relative to the benchmark for the recent five-year period. Returns exceeded the benchmark for the three latest three-year rolling periods. It had a standard deviation for the recent five-year period equal or less than the median standard deviation for the peer group.

Core Sector Aggressive Growth

WCM’s Core Sector Aggressive Growth strategy returned 19.48% in the one-year period ending June 30, 2024. Investors in this strategy may be exposed to a significant degree of market volatility while seeking a greater than average return.

• 1, 2, & 3 Star Categories – Core Sector Aggressive Growth had one of the top ten returns for the three-month, one-year, and three-year periods ending June 30, 2024 in its respective universe.

Core Sector Growth

WCM’s Core Sector Growth strategy returned 16.42% in the one-year period ending June 30, 2024. This strategy seeks to maximize long term capital appreciation. This strategy invests in sector ETFs based on our macro-economic view of the economy.

• 4 Star Category – Core Sector Growth an r-squared of 0.80 or greater relative to the style benchmark for the five-year period ending June 30, 2024. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.

Core Sector Growth & Income

WCM’s Core Sector Growth & Income strategy returned 14.27% in the one-year period ending June 30, 2024. This strategy seeks to achieve relatively high capital growth with a moderate level of income while also preserving capital over the long term.

• 5 & 6 Star Categories – Core Sector Growth & Income ranked in the top 10 for returns and information ratio for the five-year period ending June 30, 2024. This strategy had an r-squared of 0.80 or greater relative to the benchmark for the recent five-year period. Returns exceeded the benchmark for the three latest three-year rolling periods. It had a standard deviation for the five-year period equal or less than the median standard deviation for the peer group.

Tactical Growth & Income

WCM’s Tactical Growth & Income strategy returned 12.71% in the one-year period ending June 30, 2024. This strategy seeks to achieve relatively high capital growth with a moderate level of income while also preserving capital over the long term.

• 6 Star Category – Tactical Growth & Income had an r-squared of 0.80 or greater relative to the style benchmark for the five-year period ending June 30, 2024. 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 information ratios for the latest five-year period then become the 6 Star Top Guns.

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 nearly 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 rely. 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 nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Robby Resendez at [email protected]. Visit PSN online to learn more.