Indianapolis, IN – March 7, 2022 — Winthrop Capital Management has been awarded PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
For the fourth quarter of 2021, Winthrop was honored with Top Guns performance awards for six of its strategies:
Large Cap Blend – Manager of the Decade
WCM Core Fixed Income – 1 Star
Ultra-Short Fixed Income – 3 Stars
WCM Short Duration High Yield – 1 Star
WCM Core Growth – 1 and 2 Star Categories
Core Sector Aggressive Growth – 1, 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.
The WCM Large Cap Blend strategy returned 7.20% versus the S&P 500 Index return of 11.02% in the fourth quarter. In pursuing this strategy, WCM invests in large cap public companies which have solid business models with sustained revenue growth, generating excess free cash flow and whose equity securities are trading at a discount to our estimation of intrinsic value.
The WCM Core Fixed Income strategy returned 0.32% versus the Bloomberg U.S. Aggregate Index return of 0.01% in the fourth quarter. Our Core Fixed Income strategy invests in a diversified portfolio of U.S. Treasury, investment grade corporate, ABS, MBS and CMBS bonds that has a portfolio duration around six years and meet our overall investment criteria.
The WCM Ultra-Short Fixed Income strategy returned -0.37% versus the Bloomberg Short-term Gov/Corp Index return of -0.04% in the fourth 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.
The WCM Short Duration High Yield strategy returned 1.34% versus the Bloomberg US High Yield 1-5 Year Cash Pay Index return of 0.66% in the fourth quarter. Our Short Duration HY strategy invests in a diversified portfolio of high yield corporate bonds which have maturities of less than five years and meet our credit research standards.
The WCM Core Growth strategy returned 7.23% versus the MSCI ACWI Index return of 6.67% in the fourth 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.
The Core Sector Aggressive Growth strategy returned 8.15% versus the MSCI ACWI Index return of 6.67% in the fourth 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.
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
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