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Curran's Core Growth Equity Strategy Ranked #2 by Broadridge Lipper

Our Curran Core Growth Equity Strategy received numerous rankings Q3 2021 by Broadridge Lipper for Top 20 Money Managers listed under the U.S Large Cap Growth & Value Equity category and the U.S Growth and Value Equity category.

Awards for CIM’s Curran Core Growth Equity Strategy in the Large Cap Growth and Value Asset Class Include:

  • #2 total return over a 10-year period out of 77 composites/funds
  • #3 total return over a 5-year period out of 97 composites/funds
  • #3 total return over a 3-year period out of 113 composites/funds

Awards for CIM's Curran Core Growth Equity Strategy in the U.S Growth and Value Asset Class Include:

  • #7 total return over a 10-year period out of 263 composites/funds
  • #6 total return in the 5-year period out of 370 composites/funds
  • #9 total return over a 3-year period out of 412 composites/funds

To achieve a Lipper ranking for Best Money Managers performance is calculated net of fees, on an investment strategy asset base which is at least $10 million dollars, inclusive of all cash reserves, calculated in U.S dollars and the classification of the product must fall into one of the categories Lipper ranks. Curran’s Core Growth Equity strategy falls under the U.S Large-Cap Growth & Value Equity category.

“We are pleased that our Curran Core Growth strategy continues to be ranked among Lipper's Best Money Managers.” — Kevin T. Curran, CFA, President, Curran Investment Management

As a Registered Investment Advisor headquartered in Albany, NY we serve both individual and institutional clients nationally with an additional office in Cape May. Curran has over $579 million assets under managements (AUM) as of 9/30/2021.

For more information on Broadridge Lipper, please visit: https://marketplace.broadridge.com/Marketplace/Home/About

For more information on Curran Investment Management please visit:

https://curranllc.com/services/investment-management

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.