Tactical Fixed Income<\/h3>\n\n\n\n
Our Tactical Fixed Income strategy returned 1.24% versus the Merrill Lynch U.S. 3-month Treasury Bill Index return of 0.46% in the fourth quarter. In pursuing this strategy, WCM attempts to earn a high income oriented return with a moderate level of risk by tactically allocating across a broad range of fixed income sectors.<\/p>\n\n\n\n
- 1-Star Category \u2013 The Tactical Fixed Income strategy was awarded a Top Gun 1-Star rating, meaning it had one of the top ten returns for the quarter in its respective universe.<\/li><\/ul>\n\n\n\n
Ultra-Short Fixed Income<\/h3>\n\n\n\n
Our Ultra-Short strategy invests primarily in corporate and municipal bonds and has a duration of approximately 1.27 years and a weighted average yield-to-worst of 2.29%. In pursuing this strategy, WCM invests in investment grade corporate bonds, municipal bonds, asset-backed securities, mortgagebacked securities, and high yield bonds.<\/p>\n\n\n\n
- 1-Star Category \u2013 Strategy had one of the top ten returns for the quarter in their respective universe.<\/li><\/ul>\n\n\n\n
- 2-Star Category \u2013 Strategy had one of the top ten returns for the one-year period in their respective universes.<\/li><\/ul>\n\n\n\n
- 3-Star Category \u2013 Strategy had one of the top ten returns for the three-year period in their respective universes<\/li><\/ul>\n\n\n\n
The complete list of PSN Top Guns and an overview of the methodology can be located on https:\/\/psn.fi.informais.com\/<\/a>.<\/p>\n\n\n\n
About Winthrop Capital Management<\/h3>\n\n\n\n
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.<\/a>winthropcm<\/a>.com<\/a>.<\/p>\n\n\n\n
About Informa Financial Intelligence\u2019s Zephyr<\/h3>\n\n\n\n
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’s 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 https:\/\/financialintelligence.informa.com<\/a>. For more information about Zephyr\u2019s PSN Separately Managed Accounts data, visit https:\/\/financialintelligence.informa.com\/products-and-services\/data-analysis-and-tools\/psn-sma<\/a>.<\/p>\n\n\n\n
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<\/figure>\n","protected":false},"excerpt":{"rendered":"Winthrop Capital Management Awarded Top Guns Designation by Informa Financial Intelligence Indianapolis, IN \u2013 February 21, 2020 \u2013 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. Winthrop was honored with a 4 star Top Guns rating for […]<\/p>\n","protected":false},"author":2,"featured_media":297,"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],"tags":[],"series":[],"episode_featured_image":"https:\/\/winthropcm.com\/insights\/wp-content\/uploads\/2020\/09\/WCM-web-img8-5.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":"
4Q 2019 PSN Top Guns Press Release<\/a><\/blockquote>
- 3-Star Category \u2013 Strategy had one of the top ten returns for the three-year period in their respective universes<\/li><\/ul>\n\n\n\n
- 2-Star Category \u2013 Strategy had one of the top ten returns for the one-year period in their respective universes.<\/li><\/ul>\n\n\n\n
- 1-Star Category \u2013 Strategy had one of the top ten returns for the quarter in their respective universe.<\/li><\/ul>\n\n\n\n