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

Carmel, Indiana – November 27, 2024 – Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns List of best performing separately managed accounts (SMA) for 3Q 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“Successful investment strategies demand relentless effort, in-depth research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns highlights the elite managers and teams whose expertise continues to drive the growth of SMAs in today’s dynamic economic environment.”

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 was awarded PSN Top Guns in the following SMA strategies for 3Q 2024.

Preferred Securities

WCM’s Preferred Securities strategy returned 14.13% in the one-year period ending September 30, 2024. This strategy invests in hybrid securities, primarily preferred stocks or convertible securities of established companies with attractive relative market valuations or future earnings growth rates in excess of the market.

• 1 & 2 Star Categories – Preferred Securities had one of the top ten returns for the three-month and one-year periods ending September 30, 2024 in its respective universe.

Ultra-Short Fixed Income with Equity

WCM’s Ultra-Short Fixed Income with Equity strategy returned 9.12% in the one-year period ending September 30, 2024. In pursuing this strategy, WCM invests in investment grade corporate bonds, municipal bonds, asset-backed securities, mortgage-backed securities, and high yield bonds.

• 1 & 2 Star Categories – Ultra-Short Fixed Income with Equity had one of the top ten returns for the three-month and one-year periods ending September 30, 2024 in its respective universe.

Ultra-Short Fixed Income

WCM’s Ultra-Short Fixed Income strategy returned 7.07% in the one-year period ending September 30, 2024. The strategy is designed to provide liquidity and principal preservation, but with more of an emphasis on seeking returns that are superior to traditional money market offerings.

• 1 & 2 Star Categories – Ultra-Short Fixed Income had one of the top ten returns for the three-month and one-year periods ending September 30, 2024 in its respective universe.

Tactical Fixed Income

WCM’s Tactical Fixed Income strategy returned 9.22% in the one-year period ending September 30, 2024. By tactically allocating across a broad range of fixed income sectors, this strategy attempts to earn a high income oriented return with a moderate level of risk. Individual security selection is based on proprietary fundamental research.

• 3 Star Category – Tactical Fixed Income had one of the top ten returns for the three-year period ending September 30, 2024 in its respective universe.

Corporate Bond Ladder 1-15 Years

WCM’s Corporate Bond Ladder 1-15 Years strategy seeks to deliver income opportunities while preserving capital and reducing interest rate risk by investing in laddered corporate bonds and maintaining a controlled duration discipline. In pursuing this strategy, WCM invests in a diversified portfolio of credit monitored investment‐grade corporate securities with equally weighted maturities across varying time frames. Individual selection is based on our proprietary fundamental research.

• 3 Star Category – Corporate Bond Ladder 1-15 Year had one of the top ten returns for the three-year period ending September 30, 2024 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 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.