{"id":1846,"date":"2024-06-03T15:01:50","date_gmt":"2024-06-03T15:01:50","guid":{"rendered":"https:\/\/winthropcm.com\/insights\/?p=1846"},"modified":"2024-06-03T15:02:54","modified_gmt":"2024-06-03T15:02:54","slug":"winthrop-capital-management-named-to-psn-top-guns-list-of-best-performing-separately-managed-accounts-for-1q-2024","status":"publish","type":"post","link":"https:\/\/winthropcm.com\/insights\/winthrop-capital-management-named-to-psn-top-guns-list-of-best-performing-separately-managed-accounts-for-1q-2024\/","title":{"rendered":"Winthrop Awarded for 1Q 2024 SMA Performance"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.<\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2024\/06\/PSN-Top-Guns_banners_final_TG_6STAR_2024_Q1-1024x980.png\" alt=\"\" class=\"wp-image-1848\" width=\"277\" height=\"264\" srcset=\"https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2024\/06\/PSN-Top-Guns_banners_final_TG_6STAR_2024_Q1-1024x980.png 1024w, https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2024\/06\/PSN-Top-Guns_banners_final_TG_6STAR_2024_Q1-300x287.png 300w, https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2024\/06\/PSN-Top-Guns_banners_final_TG_6STAR_2024_Q1-768x735.png 768w, https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2024\/06\/PSN-Top-Guns_banners_final_TG_6STAR_2024_Q1.png 1221w\" sizes=\"(max-width: 277px) 100vw, 277px\" \/><\/figure><\/div>\n\n\n<p><strong>Carmel, Indiana &#8211; June 3, 2024 <\/strong>&#8211; 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.<\/p>\n\n\n\n<p>\u201cPSN 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\u2019 portfolios,\u201d says Nick Williams, Product Manager of PSN at Zephyr. \u201cIt is because of this that this quarter marks the first time that PSN Top Guns is now openly accessible.\u201d<\/p>\n\n\n\n<p>Winthrop was awarded PSN Top Guns in the following SMA strategies for 1Q 2024.<\/p>\n\n\n\n<p><strong>Ultra-Short Fixed Income with Equity<\/strong><\/p>\n\n\n\n<p>WCM\u2019s 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.<\/p>\n\n\n\n<ul>\n<li><strong>1 &amp; 2 Star Categories &#8211; <\/strong>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.<\/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\/3q-2021-ultra-short-with-equity\/\">View Strategy Details<\/a><\/div>\n<\/div>\n\n\n\n<p><strong>Preferred Securities<\/strong><\/p>\n\n\n\n<p>WCM\u2019s 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.<\/p>\n\n\n\n<ul>\n<li><strong>1 Star Category &#8211;<\/strong> Preferred Securities had one of the top ten returns for the three-month period ending March 31, 2024 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\/equity.php\">View Strategy Details<\/a><\/div>\n<\/div>\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 PSN<\/strong><\/p>\n\n\n\n<p>For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr\u2019s 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&nbsp;PSNdata@informais.com. Visit&nbsp;<a href=\"https:\/\/pages.financialintelligence.informa.com\/psn\">PSN online<\/a>&nbsp;to learn more.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Carmel, Indiana &#8211; June 3, 2024 &#8211; 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, [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":1852,"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":[1],"tags":[],"series":[],"episode_featured_image":"https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2024\/06\/1copylaura-chouette-14u6sJ6KiyI-unsplash-1-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=\"2QWeoj2Ixl\"><a href=\"https:\/\/winthropcm.com\/insights\/winthrop-capital-management-named-to-psn-top-guns-list-of-best-performing-separately-managed-accounts-for-1q-2024\/\">Winthrop Awarded for 1Q 2024 SMA Performance<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/winthropcm.com\/insights\/winthrop-capital-management-named-to-psn-top-guns-list-of-best-performing-separately-managed-accounts-for-1q-2024\/embed\/#?secret=2QWeoj2Ixl\" width=\"500\" height=\"350\" title=\"&#8220;Winthrop Awarded for 1Q 2024 SMA Performance&#8221; &#8212; Winthrop Capital Management\" data-secret=\"2QWeoj2Ixl\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/*! 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