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

Carmel, Indiana – March 1, 2023 – Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns List of best performing Model Portfolios for 4Q 2023. 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’s actively managed model portfolio team has continued to do great work this quarter, and we are proud to be included in the PSN Top Guns ranking,” says Greg Hahn, Chief Investment Officer at Winthrop Capital Management. “Volatility in capital markets continues to drive investors towards actively managed strategies such as models.”

Winthrop was awarded PSN Top Guns in the following Model Portfolio strategies for 4Q 2023.

Core Aggressive Growth

WCM’s Core Aggressive Growth strategy returned 20.42% in the 2023 calendar year. 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, & 4 Star Category – Core Aggressive Growth had one of the top ten returns for the three-month, one-year, and three-year periods ending December 31, 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 18.43% in the 2023 calendar year. 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 Category – Core Growth had one of the top ten returns for the three-year period ending December 31, 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 & Income

WCM’s Core Growth & Income strategy returned 15.69% in the 2023 calendar year. This strategy seeks relatively high capital growth with a moderate level of income while also preserving capital over the long term.

• 5 & 6 Star Category – Core Growth & Income ranked in the top 10 for returns and information ratio for the latest five-year period. 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 ending December 31, 2023 equal or less than the median standard deviation for the peer group.

Core Sector Aggressive Growth

WCM’s Core Sector Aggressive Growth strategy returned 23.63% in the 2023 calendar year. 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 Category – Core Sector Aggressive Growth had one of the top ten returns for the three-month, one-year, and three-year periods ending December 31, 2023 in its respective universe.

Core Sector Growth

WCM’s Core Sector Growth strategy returned 20.47% in the 2023 calendar year. This strategy seeks to maximize long term capital appreciation. This strategy invests in sector ETFs based on our macro-economic view of the economy.

• 2 & 4 Star Category – Core Sector Growth ranked in the top 10 for performance in the most recent one-year period. 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 Sector Growth & Income

WCM’s Core Sector Growth & Income strategy returned 18.32% in the 2023 calendar year. 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 Category – Core Sector Growth & Income ranked in the top 10 for returns and information ratio for the latest five-year period. 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.

Income Series Growth

WCM’s Income Series Growth strategy returned 7.54% in the 2023 calendar year. 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 – Income Series Growth had one of the top ten returns for the three-year period ending December 31, 2023 in its respective universe.

Tactical Growth

WCM’s Tactical Growth & Income strategy returned 20.57% in the 2023 calendar year. This strategy’s objective is to maximize long term capital appreciation. This strategy will likely contain a higher percentage of equities but will also feature bonds, mutual funds, exchange traded funds, and alternative investments that meet the goal of high growth.

• 2 Star Category – Tactical Growth had one of the top ten returns for the one-year period ending December 31, 2023 in its respective universe.

Tactical Growth & Income

WCM’s Tactical Growth & Income strategy returned 15.77% in the 2023 calendar year. This strategy seeks to achieve relatively high capital growth with a moderate level of income while also preserving capital over the long term.

• 5 Star Category – Tactical Growth & Income 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. It had a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. Ranked In the top 10 for returns for the five-year period ending December 31, 2023.

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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.