facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
%POST_TITLE% Thumbnail

Curran Investment Management Receives Numerous Lipper Rankings 3rd Quarter 2020 Best Money Managers

Curran Investment Management’s Curran Core Growth Equity Strategy received numerous Lipper rankings during the third quarter for Top 20 Money Managers listed under the U.S Large Cap Growth & Value Equity category. 

Awards for Curran Investment Management’s Curran Core Growth Equity Strategy Include:

  • #1 rate of return over a 3-year period out of 112 composites/funds
  • #2 rate of return over a 10-year period out of 71 composites/funds
  • #3 rate of return over a 1-year period out of 126 composites/funds
  • #8 rate of return over a 5-year period out of 96 composites/funds

To achieve a Lipper ranking for Best Money Managers performance is calculated net of fees, on an asset base which is at least $10 million dollars, inclusive of all cash reserves, calculated in U.S dollars, and lastly 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. This is Curran’s first Lipper ranking. 

“It’s an honor receiving recognition from Lipper’s Best Money Manager rankings across several time periods” — Kevin T. Curran, CFA, President, Curran Investment Management

Curran Investment Management is a Registered Investment Advisor headquartered in Albany, NY, serving both individual and institutional clients with additional offices in Cape May and Philadelphia. Curran has $476 million assets under managements (AUM) as of 9/30/2020. 

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

For more information on Curran Investment Management’s Large Cap Core Growth Equity portfolios and other investment portfolios, please visit: https://curranllc.com/investment-management/institutional-product-descriptions

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.

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.