Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Carmel, Indiana – March 4, 2024 – Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts for 4Q 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“As the needs and viewpoints of investors are becoming more diverse, investment advisors must incorporate strategies capable of being customized to their client’s goals. SMA strategies are becoming increasingly important as an efficient tool to provide custom investment solutions for portfolios of all sizes and have seen asset growth of over 19% in 2023. It is also increasingly important for managers to Identify quality SMA strategies. Zephyr PSN has been helping advisors find quality products for 40 years, and achieving Top Gun status confirms that Winthrop Capital Management has outperformed their peers in a meaningful way.” Said Nick Williams Product Manager of PSN at Zephyr.
Winthrop was awarded PSN Top Guns in the following SMA strategies for 4Q 2023.
Ultra-Short Fixed Income with Equity
WCM’s Ultra-Short Fixed Income with Equity strategy returned 8.24% in the 2023 calendar year. In pursing this strategy, WCM invests in investment grade corporate bonds, municipal bonds, asset-backed securities, mortgage-backed securities, and high yield bonds.
- 1, 2, & 3 Star Category – Ultra-Short Fixed Income with Equity 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.
Tactical Fixed Income
WCM’s Tactical Fixed Income strategy returned 6.44% in the 2023 calendar year. By tactically allocating across a broad range of fixed income sectors, this strategy seeks to earn a high income oriented return with a moderate level of risk.
- 3 Star Category – Tactical Fixed Income had one of the top ten returns for the three-year period ending December 31, 2023 in its respective universe.
Preferred Securities
WCM’s Preferred Securities strategy returned 11.38% in the 2023 calendar year. 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.
- 2 Star Category – Preferred Securities had one of the top ten returns for the one-year period ending December 31, 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.