Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Carmel, Indiana- December 5, 2023– Winthrop Capital Management (WCM) announced today it has been named to the celebrated PSN Top Guns List of best performing separate account for 3Q 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“Investing in SMAs has grown substantially over the past decade,” says Chris Volpe, Director of Wealth Management Solutions for Zephyr. “Zephyr’s PSN SMA database pioneered the curation of SMA data and is the leader in providing important due diligence on strategies. Winthrop Capital Management is a best-in-class performer and worthy of this influential recognition.”
Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
Winthrop earned PSN Top Guns awards in the following SMA strategies for 3Q2023.
Ultra-Short Fixed Income with Equity
WCM’s Ultra-Short Fixed Income with Equity strategy returned 7.36% in the one-year period ending September 30, 2023. In pursing this strategy, WCM invests in investment grade corporate bonds, municipal bonds, asset-backed securities, mortgage-backed securities, and high yield bonds.
- 2 & 3 Star Categories- The strategy had one of the top ten returns for the one-year and three-year periods ending September 30, 2023 in its respective universe.
Tactical Fixed Income
WCM’s Tactical Fixed Income strategy returned 5.08% in the one-year period ending September 30, 2023. By tactically allocating across a broad range of fixed income sectors, this strategy attempts to earn a high income oriented return with a moderate level of risk.
- 3 Star Categories- The strategy had one of the top ten returns for the three-year period ending September 30, 2023 in its respective universe.
Preferred Securities
WCM’s Preferred Securities strategy returned 1.29% in the on-year period ending September 30, 2023. 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- The strategy had one of the top ten returns for the three-month period ending September 30, 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.