Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Carmel, Indiana – June 3, 2024 – Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts (SMA) for 1Q 2024. The highly anticipated list, published by Zephyr, remains an important references for investors and asset managers.
“PSN Top Guns award winners are honored for exceptional performance. Showcasing these strategies within a dedicated peer universe provides essential insight for advisors, institutions, plan sponsors, family offices and wealth managers interested in incorporating SMAs into their clients’ portfolios,” says Nick Williams, Product Manager of PSN at Zephyr. “It is because of this that this quarter marks the first time that PSN Top Guns is now openly accessible.”
Winthrop was awarded PSN Top Guns in the following SMA strategies for 1Q 2024.
Ultra-Short Fixed Income with Equity
WCM’s Ultra-Short Fixed Income with Equity strategy returned 8.14% in the one-year period ending March 31, 2024. 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 Star Categories – Ultra-Short Fixed Income with Equity had one of the top ten returns for the three-month and one-year periods ending March 31, 2024 in its respective universe.
Preferred Securities
WCM’s Preferred Securities strategy returned 9.96% in the one-year period ending March 31, 2024. 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.
- 1 Star Category – Preferred Securities had one of the top ten returns for the three-month period ending March 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.