{"id":1613,"date":"2023-02-28T18:56:10","date_gmt":"2023-02-28T18:56:10","guid":{"rendered":"https:\/\/winthropcm.com\/insights\/?p=1613"},"modified":"2023-08-22T15:47:19","modified_gmt":"2023-08-22T15:47:19","slug":"winthrop-awarded-for-4q-2022-performance","status":"publish","type":"post","link":"https:\/\/winthropcm.com\/insights\/winthrop-awarded-for-4q-2022-performance\/","title":{"rendered":"Winthrop Awarded For 4Q 2022 Performance"},"content":{"rendered":"\n<p><strong>Carmel, IN \u2013 February 28, 2023\u2014&nbsp;<\/strong>Winthrop Capital Management has been awarded a PSN Top Guns distinction by Informa Financial Intelligence\u2019s PSN manager database, North America\u2019s longest running database of investment managers.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2023\/03\/PSN-Top-Guns-4Q-2022-3-stars.png\" alt=\"\" class=\"wp-image-1628\" width=\"212\" height=\"211\" srcset=\"https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2023\/03\/PSN-Top-Guns-4Q-2022-3-stars.png 531w, https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2023\/03\/PSN-Top-Guns-4Q-2022-3-stars-300x300.png 300w, https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2023\/03\/PSN-Top-Guns-4Q-2022-3-stars-150x150.png 150w\" sizes=\"(max-width: 212px) 100vw, 212px\" \/><\/figure><\/div>\n\n\n<p>For the fourth quarter of 2022, Winthrop was honored with the following Top Guns performance awards for the following strategies:<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-4\">\n<div class=\"wp-block-column is-layout-flow\">\n<ul>\n<li>Tactical Fixed Income<\/li>\n\n\n\n<li>WCM Short Duration HY<\/li>\n\n\n\n<li>WCM Municipal Fixed Income<\/li>\n\n\n\n<li>Ultra-Short Fixed Income<\/li>\n\n\n\n<li>Core Sector Agg Growth<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow\">\n<ul>\n<li>3 Star<\/li>\n\n\n\n<li>2 Stars<\/li>\n\n\n\n<li>2 Star<\/li>\n\n\n\n<li>1 Star<\/li>\n\n\n\n<li>3 Stars<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow\">\n<ul>\n<li>Core Fixed Universe<\/li>\n\n\n\n<li>High Yield Universe<\/li>\n\n\n\n<li>Long Maturity Universe<\/li>\n\n\n\n<li>Less than 1 Year Mat Universe<\/li>\n\n\n\n<li>MA Global\/Intl Balanced Universe<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<p>PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.<\/p>\n\n\n\n<p><strong>Tactical Fixed Income<\/strong><\/p>\n\n\n\n<p>The Tactical Fixed Income strategy returned 1.91% versus the Merrill Lynch 3-month US Treasury Bill return of 0.51% in the fourth quarter. In pursuing this strategy, WCM tactically allocates across a broad range of fixed income sectors to earn a high income oriented return with a moderate level of risk.<\/p>\n\n\n\n<ul>\n<li><strong><em>3-Star Category \u2013<\/em><\/strong>&nbsp;Strategy had one of the top ten returns for the three-year period ending December 31, 2022 in its respective universe.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/winthropcm.com\/reports-and-profiles\/4q-2022-tactical-income\/\">View Strategy Details<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>WCM Short Duration High Yield<\/strong><\/p>\n\n\n\n<p>The WCM Short Duration High Yield strategy returned 2.38% versus the Bloomberg US High Yield 1-5 Year Cash Pay Index return of 3.72% in the fourth quarter. Our Short Duration High Yield strategy invests in a diversified portfolio of high yield corporate bonds which have maturities of less than five years and meet our credit research standards.<\/p>\n\n\n\n<ul>\n<li><strong><em>2-Star Category<\/em><\/strong> \u2013 Strategy had one of the top ten returns for the most recent one-year period ending December 31, 2022 in its respective universe.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/winthropcm.com\/reports-and-profiles\/4q-2022-short-duration-high-yield-fixed-income\/\">View Strategy Details<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>WCM Municipal Fixed Income<\/strong><\/p>\n\n\n\n<p>The WCM Municipal Fixed Income strategy returned 3.74% versus the Bloomberg Municipal Bond Index return of 4.10% in the fourth quarter. This strategy invests in all major investment grade sectors of the municipal bond market including general obligation, revenue, special purpose bonds, and tax increment financing bonds.<\/p>\n\n\n\n<ul>\n<li><strong><em>2-Star Category<\/em><\/strong> \u2013 Strategy had one of the top ten returns for the most recent one-year period ending December 31, 2022 in its respective universe.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/winthropcm.com\/reports-and-profiles\/4q-2022-municipal-bonds-fixed-income\/\">View Strategy Details<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>&nbsp;Ultra-Short Fixed Income<\/strong><\/p>\n\n\n\n<p>The Core Growth strategy returned 1.28% versus the Bloomberg Short-term Gov\/Corp return of 0.89% in the fourth quarter. The objective of WCM\u2019s Core Sector Aggressive Growth Model is to maximize long-term capital appreciation. This strategy will likely contain 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.<\/p>\n\n\n\n<ul>\n<li><strong><em>1-Star Category \u2013<\/em><\/strong>&nbsp;Strategy had one of the top ten returns for the three month period ending December 31, 2022 in its respective universe.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/winthropcm.com\/reports-and-profiles\/4q-2022-ultra-short-fixed-income\/\">View Strategy Details<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Core Sector Aggressive Growth<\/strong><\/p>\n\n\n\n<p>The Core Conservative Strategy returned 8.30% versus the MSCI ACWI Index return of 9.76% in the fourth quarter. The objective of WCM\u2019s Core Conservative Strategy is long-term preservation of capital. This strategy will likely consist of a significant percentage of fixed income assets but may also include stocks, bonds, mutual funds and exchange traded funds that meet the goals of preserving capital.<\/p>\n\n\n\n<ul>\n<li><strong><em>3-Star Category<\/em><\/strong> \u2013 Strategy had one of the top ten returns for the most recent three-year period ending December 31, 2022 in its respective universe.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/winthropcm.com\/model-portfolios.php\">View Strategy Details<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The complete list of PSN Top Guns and an overview of the methodology can be located on&nbsp;<a href=\"https:\/\/psn.fi.informais.com\/\">https:\/\/psn.fi.informais.com\/<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<p><strong>About Winthrop Capital Management<\/strong><\/p>\n\n\n\n<p>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&nbsp;<a href=\"http:\/\/www.winthropcm.com\/\">www.winthropcm.com<\/a><\/p>\n\n\n\n<p><strong>About Informa Financial Intelligence\u2019s Zephyr<\/strong><\/p>\n\n\n\n<p>Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence\u2019s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI\u2019s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit&nbsp;<a href=\"https:\/\/financialintelligence.informa.com\/\">https:\/\/financialintelligence.informa.com<\/a>. For more information about Zephyr\u2019s PSN Separately Managed Accounts data, visit&nbsp;<a href=\"https:\/\/financialintelligence.informa.com\/products-and-services\/data-analysis-and-tools\/psn-sma\">https:\/\/financialintelligence.informa.com\/products-and-services\/data-analysis-and-tools\/psn-sma<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Carmel, IN \u2013 February 28, 2023\u2014&nbsp;Winthrop Capital Management has been awarded a PSN Top Guns distinction by Informa Financial Intelligence\u2019s PSN manager database, North America\u2019s longest running database of investment managers. For the fourth quarter of 2022, Winthrop was honored with the following Top Guns performance awards for the following strategies: PSN Top Guns ranks [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":1621,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"episode_type":"audio","audio_file":"","podmotor_file_id":"","podmotor_episode_id":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","filesize_raw":"","date_recorded":"","explicit":"","block":"","itunes_episode_number":"","itunes_title":"","itunes_season_number":"","itunes_episode_type":""},"categories":[4,1],"tags":[],"series":[],"episode_featured_image":"https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2023\/02\/anna-hunko-ajE5goOGzZc-unsplash1-scaled.jpg","episode_player_image":"https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2020\/09\/PodcastCoverPhoto.png","download_link":"","player_link":"","audio_player":false,"episode_data":{"playerMode":"dark","subscribeUrls":[],"rssFeedUrl":"https:\/\/winthropcm.com\/insights\/feed\/podcast\/winthrop-capital-management","embedCode":"<blockquote class=\"wp-embedded-content\" data-secret=\"c8CfNugjmg\"><a href=\"https:\/\/winthropcm.com\/insights\/winthrop-awarded-for-4q-2022-performance\/\">Winthrop Awarded For 4Q 2022 Performance<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/winthropcm.com\/insights\/winthrop-awarded-for-4q-2022-performance\/embed\/#?secret=c8CfNugjmg\" width=\"500\" height=\"350\" title=\"&#8220;Winthrop Awarded For 4Q 2022 Performance&#8221; &#8212; Winthrop Capital Management\" data-secret=\"c8CfNugjmg\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/*! 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