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Curran Investment Management Receives National Recognition Q1

2020

“An empowered organization is one in which individuals have the knowledge, skill, desire and opportunity to personally succeed in a way that leads to collective organizational success.” - Steven Covey

1Q20 TOP GUNS DESIGNATION:

Bull/Bear Master
Curran Core Growth Equity
 Large Core Equity Universe
 US Core Universe

Curran Core Growth Equity 
 ★★★
 Large Core Equity Universe
 US Core Universe

Curran Investment Management (CIM) has been awarded and nationally recognized for its Core Growth Equity strategy’s investment performance.  CIM ranked #1 in Large Core Equity for its 3-year total return, as well as receiving additional top three rankings from PSN Top Guns.  Core Growth Equity ranked #1 for its performance among Large Core strategies in both rising and falling markets, Bull & Bear Masters, a distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

Awards for CIM's Large Cap Core Growth Equity Portfolio include:

  • 3-year total return ranked #1 among 283 investment strategies within the Large Core Equity Universe and #3 among 696 strategies within the Core Equity Universe
  • Bull/Bear Master, ranked #1 within the Large Core Equity and #2 within the US Core Equity Universes based on Upside/Downside Capture Ratio over the prior 3 years

Curran’s Core Growth Equity 3-year total return ranked #1 among all Large Cap Core Equity strategies and #3 in the US Core Universe, receiving a 3 Star Top Gun rating. CIM was also awarded two coveted Bull & Bear Masters rankings: #1 among Large Cap Core Equity strategies and #2 among all Core Equity strategies.  To achieve this ranking, managers must outperform their benchmark during periods of up markets and decline less than the benchmark during periods of down markets.  Over its history, Curran Core Growth Equity has been recognized as a top strategy among its peers many times by PSN Top Guns.  

“It’s an honor to be recognized again by PSN’s Top Guns for both our 3-Year Total Return and a Bull & Bear Master. It’s challenging to outperform in both rising and falling markets while adhering to a low portfolio turnover investment philosophy.” ~ Kevin T. Curran, CFA, President, Curran Investment Management

Top Guns rankings recognize exceptional achievement and out performance among peers measured against their relative benchmarks.  The respective Universes are comprised of the following number of investment managers: US Core Universe (285) and Large Cap Core Universe (165) with a total of 979 products. PSN is widely used by institutions and consultants in finding and tracking performance of investment managers.
 
CIM’s Large Cap Core Growth Equity portfolio’s objective is to consistently outperform the S&P 500 Index over a full market cycle on both relative and risk adjusted returns. It is invested in 20 to 25 high quality companies whose market capitalization's, at the time of purchase, are above $5 billion.  The portfolio is designed to deliver superior downside protection in difficult markets while fully participating in rising markets.

CIM is a Registered Investment Advisor headquartered in Albany, NY, serving both individual and institutional clients.  CIM manages $400 million in assets and has additional offices in Philadelphia, PA and Cape May, NJ.

For more information, please 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

A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customized applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://informais.com/ and follow https://twitter.com/InformaInvest.

The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns. 

 Contact: Emma Pasquali
 Curran Wealth Management
 Phone: (518) 391-4285
 Email: epasquali@curranllc.com
 

The material contained in this article is for educational and informational purposes only. The information herein is considered to be obtained from reference sources deemed reliable, but no representation or warranty is made as to its accuracy or completeness. It is not, and should not be regarded as “investment advice” or construed as a “recommendation” or an offer to buy or sell a security. CIM, LLC does not provide tax or legal advice. No one connected with CIM, LLC can ensure tax consequences of any transaction. The information contained in this article may not apply to your personal circumstances. Before making any decision or taking any action, you should consult a professional advisor who has been provided with all pertinent facts relevant to your particular situation.