Carmel, IN – February 28, 2023— 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 fourth quarter of 2022, Winthrop was honored with the following Top Guns performance awards for the following strategies:
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.
Tactical Fixed Income
The Tactical Fixed Income strategy returned 1.91% versus the Merrill Lynch 3-month US Treasury Bill return of 0.51% in the fourth quarter. In pursuing this strategy, WCM tactically allocates across a broad range of fixed income sectors to earn a high income oriented return with a moderate level of risk.
WCM Short Duration High Yield
The WCM Short Duration High Yield strategy returned 2.38% versus the Bloomberg US High Yield 1-5 Year Cash Pay Index return of 3.72% in the fourth quarter. Our Short Duration High Yield 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.
WCM Municipal Fixed Income
The WCM Municipal Fixed Income strategy returned 3.74% versus the Bloomberg Municipal Bond Index return of 4.10% in the fourth quarter. This strategy invests in all major investment grade sectors of the municipal bond market including general obligation, revenue, special purpose bonds, and tax increment financing bonds.
Ultra-Short Fixed Income
The Core Growth strategy returned 1.28% versus the Bloomberg Short-term Gov/Corp return of 0.89% in the fourth quarter. The objective of WCM’s Core Sector Aggressive Growth Model is to maximize long-term capital appreciation. This strategy will likely contain 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.
Core Sector Aggressive Growth
The Core Conservative Strategy returned 8.30% versus the MSCI ACWI Index return of 9.76% in the fourth quarter. The objective of WCM’s Core Conservative Strategy is long-term preservation of capital. This strategy will likely consist of a significant percentage of fixed income assets but may also include stocks, bonds, mutual funds and exchange traded funds that meet the goals of preserving capital.
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/
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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