Each quarter, Broadridge Lipper releases its “Best Money Managers” ranking, a comprehensive survey of institutional money managers. While Curran Wealth Management received awards in 8 different categories for the awards quarter ending 9/30/2023, we want to highlight 4 awards in particular.
US Large Cap Growth & Value (3 Awards)
The Growth & Value universe encompasses two pillars that make up the bulk of US investors’ equity exposure. Growth stocks, those that are anticipated to grow at a rate significantly higher than the market average, and Value stocks, those that investors feel are trading below their value and typically pay a substantial dividend.
1. 20 Quarters (5 Years) Ending 9/30/2023 – Curran’s Core Growth Equity portfolio ranked 6th in a universe of 107 managed funds for the 5-year period with a rate of return (RoR) of 11.19%*. The average RoR for the funds in this category was 8.94%, while the S&P 500 Index (the index to which this category is benchmarked and measured against) returned 10.61%.
2. 40 Quarters (10 Years) Ending 9/30/2023 - Curran’s Core Growth Equity portfolio ranked 6th in a universe of 77 managed funds for the 10-year period with a rate of return (RoR) of 12.69%*. The average RoR for the funds in this category was 10.63%, while the S&P 500 Index (the index to which this category is benchmarked and measured against) returned 11.48%.
3. 4 Quarters (1 Year) Ending 9/30/2023 - Curran’s Core Growth Equity portfolio ranked 9th in a universe of 124 managed funds for the 1-year period with a rate of return (RoR) of 27.44%*. The average RoR for the funds in this category was 20.20%, while the S&P 500 Index (the index to which this category is benchmarked and measured against) returned 15.96%.
US Midcap Equity (1 Award)
The Midcap universe is made up of stocks believed to be in the middle of their growth curve, typically with a market value between $2 billion and $25 billion and includes all Midcap investment strategies regardless of their investment style. These strategies are often used to provide growth, diversification, and balance.
1. 40 Quarters (10 Years) Ending 9/30/2023 - Curran’s Midcap Core Growth Equity portfolio ranked 11th in a universe of 137 managed funds for the 10-year period with a rate of return (RoR) of 11.36%*. The average RoR for the funds in this category was 8.74%, while the Russell Midcap (the index to which this category is benchmarked and measured against) returned 8.99%.
*The RoR figures for Curran’s portfolios are calculated net of fees.
Our Mission
At Curran, our goal is to outperform market indices and provide our customers with a higher rate of return through active portfolio management. We do this by identifying quality companies, investing in a small, diversified number of them, and monitoring their performance, all while remaining nimble enough to make strategic changes quickly and efficiently. In what has been a challenging 5-year period, we have maintained our discipline. These rankings help illustrate the effectiveness of our strategies.
We thank you for allowing us to be your trusted financial advisor. Please reach out to your Private Wealth Manager with any questions.
Best,
Kevin Curran
Co-CEO & Chief Investment Officer
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.
