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Curran Investment Management Recognized by PSN Informa

3Q20 PSN INFORMA TOP GUN DESIGNATIONS:

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

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

Curran Small Cap Core Growth Equity 

Small Cap Core Growth Equity

Curran Investment Management’s (CIM) Curran Core Growth Equity strategy received awards for Top Guns distinctions by Informa Financial Intelligence’s PSN database, North America’s longest running database of investment managers for the period ending September 30, 2020.


Awards for CIM’s Large Cap Core Growth Equity Portfolio Include:

  • #1 total return for a three – year period among 265 strategies and 156 firms within the Large Core Equity Universe
  • #1 total-return for a three-year period among 684 strategies and 281 firms within the US Core Universe
  • #3 total-return among 156 strategies and 127 firms within the Small Cap Core Equity Universe

Designated a Bull & Bear Master in Large Core Equity Universe and US Core Universe

  • #1 among 265 strategies and 156 firms based on Upside/Downside Capture in PSN Large Core Equity Universe
  • #1 among 684 investment strategies and 281 firms within the PSN US Core Universe

To achieve a coveted Bull & Bear Masters recognition in Large Core Equity Universe and US Core Universe, 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 numerous times by PSN Top Guns.

 Awards for CIM’s Small Cap Core Growth Equity Portfolio:

  • #3 total return for a 1-year period among 156 strategies and 127 firms for its 1-year total return within the PSN Small Cap Core Universe

“It is an honor to have our hard work recognized by PSN, an industry leading database for identifying top performing investment managers.” — Kevin T. Curran, CFA, President, Curran Investment Management

CIM is a Registered Investment Advisor headquartered in Albany, NY, serving both individual and institutional clients with additional offices in Cape May, NY and Philadelphia. CIM manages $476 million AUM as of September 30, 2020. 

 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 on Informa Financial Intelligence, please visit https://financialintelligence.informa.com. 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.

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.