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

Carmel, Indiana – March 5, 2025 – Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns Listof best performing separate accounts, managed accounts, and managed ETF strategies for 4Q2024.  The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“The final quarter of 2024 was defined by both volatility and resilience, success in these markets required relentless effort, rigorous research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns recognizes the top managers and teams whose expertise continues to drive the growth of SMAs amid today’s complex and rapidly evolving market conditions.”

Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

Winthrop was awarded PSN Top Guns in the following SMA strategies for 4Q2024.

Ultra-Short Fixed Income with Equity

WCM’s Ultra-Short Fixed Income with Equity strategy had a return of 6.52% in 2024, relative to Bloomberg’s Short-term Government/ Corporate which had a return of 5.31% in 2024. In pursuing this strategy, WCM invests in investment grade corporate bonds, municipal bonds, asset-backed securities, mortgage-backed securities, and high yield bonds.

• 2 Star Category – Ultra-Short Fixed Income with Equity had one of the top ten returns for the one-year period ending December 31, 2024, 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.