3RD QUARTER PSN INFORMA TOP GUN DESIGNATIONS:
Curran Core Growth Equity
★★★★
Large Core Equity Universe
US Core Universe
★★★
Large Core Equity Universe
US Core Universe
Bull/Bear Master
Large Core Equity Universe
US Core Universe
★
Large Core Equity Universe
Mid Growth Universe
All Cap Universe
Curran Investment Management (CIM) has been awarded a PSN Top Guns distinction for their Curran Core Growth Equity strategy by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers for the period ending September 30th, 2021.
“While focusing on what your portfolio makes in up markets, do not lose sight of what you keep in down markets.” ~ Kevin T. Curran, CFA, President, Curran Investment Management
Designations for Curran Investment Management’s Curran Core Growth Equity Strategy Include:
• #2 total return in a 3-year period out of 246 strategies and 151 firms in the 4-star category within the Large Core Equity Universe
• #3 total return in a 3-year period out of 246 strategies and 151 firms in the 3-star category within the Large Core Equity Universe
• #4 total return out of 658 strategies and 274 firms in the 4-star category within the US Core Universe
• Bull/Bear Master, ranked #2 within the Large Core Equity Universe among 246 investment strategies and 151 firms based on Upside/Downside Capture Ratio over the prior 3 years
• Bull/Bear Master, ranked #2 within the US Core Universe among 658 strategies and 274 firms based on Upside/Downside Capture Ratio over the prior 3 years
• #6 total return out of 423 strategies and 256 firms in the 1-star category within the All Cap Universe
• #7 total return out of 246 strategies and 151 firms in the 1-star category within the Large Core Equity Universe
• #8 total return out of 658 strategies and 274 firms within the 3-star category within the US Core Universe
• #9 total return out of 145 strategies and 99 firms in the 1-star category within the Mid Growth Universe
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
In the 4-star category, the Curran Core Growth Equity Strategy must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. The top ten returns for the latest three-year period then become the TOP GUNS.
In the 3-star category, the Curran Core Growth Equity Strategy had one of the top ten returns for the three-year period in their respective universes.
In the 1-star category, the Curran Core Equity Strategy must outperform its peers throughout the most recent quarter while claiming Global Investment Performance Standard (GIPs) compliance.
To achieve a Bull/Bear Master ranking, managers must outperform their benchmark during periods of up markets and decline less than the benchmark during periods of down markets. Strategies must have an r-squared of 0.8 or greater relative to its style benchmark and rank in top ten for both up market and down market ratios.
Top Guns rankings, recognize manager achievement and outperformance measured against their benchmarks. The complete list of PSN Top Guns can be located at Zephyr's PSN Universe Database. PSN is widely used by institutions and consultants in finding and tracking investment manager performance.
CIM is a Registered Investment Advisor headquartered in Albany, NY, serving both individual and institutional clients. CIM manages over $579 million in assets as of 30,September 2021.
For more information visit, www.curranllc.com
Past Performance does not guarantee future results. The information herein is considered to be obtained from reference sources deemed reliable. All Investments carry risks, including possible loss of principal.
About Informa Investment Solutions
For more information about Zephyr’s PSN Separately Managed Accounts data, visit:
https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
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.
