Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Carmel, Indiana- December 5, 2023– Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns List of best performing managed accounts for 3Q 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“I am proud of what our team has accomplished in a difficult market environment,” says Greg Hahn, Chief Investment Officer at Winthrop Capital Management. “Winthrop’s investment team has done great work, and we are very pleased to be included in the PSN Top Guns ranking again this quarter.”
The PSN Top Guns List ranks products in six proprietary categories in over 75 universes through a combination of PSN’s proprietary performance screens. Top Guns status is designed to recognize investment strategies with superior risk adjusted performance over extended periods of time.
Winthrop earned PSN Top Guns awards in the following Model Portfolio strategies for 3Q2023.
Core Sector Aggressive Growth
WCM’s Core Sector Aggressive Growth strategy returned 19.64% in the one-year period ending September 30, 2023. Investors in this strategy may be exposed to a significant degree of market volatility while seeking a greater than average return.
- 1 & 2 Star Categories- The strategy had one of the top ten returns for the three-month and one-year periods ending September 30, 2023 in its respective universe.
Core Aggressive Growth
WCM’s Core Aggressive Growth strategy returned 17.64% in the one-year period ending September 30, 2023. 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.
- 1, 2, & 3 Star Categories- The strategy had one of the top ten returns for the three-month, one-year, and three-year periods ending September 30, 2023 in its respective universe.
Core Growth
WCM’s Core Growth strategy returned 17.72% in the one-year period ending September 30, 2023. 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.
- 1, 2, & 3 Star Categories- The strategy had one of the top ten returns for the three-month, one-year, and three-year periods ending September 30, 2023 in its respective universe.
Income Series Growth
WCM’s Income Series Growth strategy returned 9.94% in the one-year period ending September 30, 2023. This strategy seeks to maximize long-term capital appreciation. The strategy will likely contain a higher percentage of equities and may be exposed to a significant degree of market volatility while seeking a greater than average return.
- 3 Star Category- The strategy had one of the top ten returns for the three-year period ending September 30, 2023 in its respective universe.
Tactical Growth & Income
WCM’s Tactical Growth & Income strategy returned 15.70% in the one-year period ending September 30, 2023. 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– The strategy had an r-squared of 0.80 or greater for the recent five year period. The strategy’s returns exceeded the benchmark for the three latest three-year rolling periods. The strategy had top ten returns and a top ten information ratio for the latest five-year period.
Tactical Conservative
WCM’s Tactical Conservative strategy returned 7.28% in the one year period ending September 30, 2023. The strategy’s objective is long term preservation of capital. This strategy will typically experience a low level of volatility.
- 1 Star Category- This strategy had one of the top ten returns for the three-month period ending September 30, 2023 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.