Broadridge Lipper Q1 2023 "Best Money Managers" Awards

Each quarter, Broadridge Lipper releases its “Best Money Managers” ranking, a comprehensive survey of institutional money managers. While Curran Wealth Management received awards in 10 different categories for the awards quarter ending 3/31/2023, we want to highlight 4 awards in particular.

US Large Cap Growth & Value (2 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 3/31/2023 – Curran’s Core Growth Equity portfolio ranked 6^th in a universe of 110 managed funds for the 5-year period with a rate of return (RoR) of 13.01%*. The average RoR for the funds in this category was 10.14%, while the S&P 500 Index (the index to which this category is benchmarked and measured against) returned 10.35%.  
2. 40 Quarters (10 Years) Ending 3/31/2023 - Curran’s Core Growth Equity portfolio ranked 6^th in a universe of 81 managed funds for the 10-year period with a rate of return (RoR) of 13.14%*. The average RoR for the funds in this category was 11.14%, while the S&P 500 Index returned 12.15%.

US Midcap Equity (2 Awards) 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. 20 Quarters (5 Years) Ending 3/31/2023 – We may very well be even more proud of the performance of our Midcap Core Growth Equity portfolio, which ranked 16^th in a universe of 186 managed funds for the 5-year period with a rate of return (RoR) of 10.80%*. The average RoR for the funds in this category was 7.58%.
2. 40 Quarters (10 Years) Ending 3/31/2023 - Curran’s MidcapCore Growth Equity portfolio ranked 10^th in a universe of 143 managed funds for the 10-year period with a rate of return (RoR) of 12.54%*. The average RoR for the funds in this category was 9.51%.

*The RoR figures for Curran’s portfolios are calculated net of fees.Other Awards for the Period (6 Awards)

• US Midcap Growth Equity 12 Quarters (3 Years) Ending 3/31/2023 - Curran’s MidcapCore Growth Equity portfolio ranked 9^th in a universe of 76 managed funds.
• US Midcap Growth Equity 20 Quarters (5 Years) Ending 3/31/2023 - Curran’s MidcapCore Growth Equity portfolio ranked 10^th in a universe of 73 managed funds.
• US Midcap Growth Equity 40 Quarters (10 Years) Ending 3/31/2023 - Curran’s MidcapCore Growth Equity portfolio ranked 7^th in a universe of 58 managed funds.
• US Growth & Value Equity 20 Quarters (5 Years) Ending 3/31/2023 – Curran’s Core Growth Equity portfolio ranked 11^th in a universe of 407 managed funds.
• US Growth & Value Equity 40 Quarters (10 Years) Ending 3/31/2023 – Curran’s Core Growth Equity portfolio ranked 9^th in a universe of 296 managed funds.
• US Large Cap Equity 20 Quarters (5 Years) Ending 3/31/2023 - Curran’s Core Growth Equity portfolio ranked 32^ndin a universe of 422 managed funds.

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 CurranCo-CEO & Chief Investment Officer