Each quarter, Zephyr releases its “PSN Top Guns” ranking, an important reference for plan sponsors, investors, and asset managers, showcasing the best performing separate accounts, managed accounts, and managed ETF strategies. While Curran Wealth Management received awards in 20 different categories for the awards quarter ending 3/31/2024, we want to highlight 5 awards in particular.
Large Core Equity Universe
The Large Core Equity Universe is made up of stocks of large-cap companies where neither growth nor value characteristics predominate. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap.
Large Core Equity - 4 Quarters (1 Year) Ending 3/31/2024 – Curran’s Core Growth Equity portfolio ranked 3rd in a universe of 251 products from 149 firms with a rate of return (RoR) of 42.2%*. The S&P 500 Index (the index to which this category is benchmarked and measured against) returned 29.9% for the same period.
Mid Growth Universe
The Mid Growth Universe is made up of medium-sized companies whose market capitalization range typically falls between $1 billion and $8 billion. This section represents 20% of the total capitalization of the U.S. equity market.
Mid Growth - 12 Quarters (3 Years) Ending 3/31/2024 – Curran’s Midcap Portfolio ranked 8th in a universe of 139 products from 94 firms with a rate of return (RoR) of 7.6%*. The Russell Midcap Growth Index (the index to which this category is benchmarked and measured against) returned 4.6% for the same period.
Small Midcap Universe
The Small Midcap Universe is made up of companies with market capitalizations between $350 million and $10 billion. These strategies seek to outperform the Russell 2500 Index by taking advantage of the diverse opportunities provided by companies of this size.
Small-Mid Growth - 12 Quarters (3 Years) Ending 3/31/2024 – Curran’s SMID Cap Equity portfolio ranked 7th in a universe of 65 products from 52 firms with a rate of return of 6.3%*. The Russell 2500 Growth Index (the index to which this category is benchmarked and measured against) returned -0.8% for the same period.
All-Cap Universe
The All-Cap Universe is made up of a broad spectrum of equity securities. There are no capitalization mandates or constraints put on the companies comprising this universe.
All Cap - 12 Quarters (3 Years) Ending 3/31/2024 – Curran’s SMID Cap Equity portfolio ranked 7th in a universe of 400 products from 247 firms with a rate of return of 14.8%*. The Russell 3000 Index (the index to which this category is benchmarked and measured against) returned 9.8% for the same period.
Bull & Bear Masters
To qualify for the PSN Top Guns Bull & Bears Masters rankings, submitted portfolios must have an Upside Market Capture ratio of 100 or more for the latest three-year period, and Downside Market Capture ratio of 100 or less for the latest three-year period. Portfolios must also have an r-squared of 0.80 or greater relative to the style benchmark for the recent three-year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters.
Small-Mid Growth - 12 Quarters (3 Years) Ending 3/31/2024 - Curran’s SMID Cap Equity portfolio ranked 4th in a universe of 65 products from 52 firms with a ratio of 6.3%. The Russell 2500 Growth Index (the index to which this category is benchmarked and measured against) had a ratio of -0.8% for the same period.
Our Mission
At Curran, our goal is to outperform market indices and provide our customers with a higher rate of return through active portfolio management. We do this by identifying quality companies, investing in a small, diversified number of them, and monitoring their performance, all while remaining nimble enough to make strategic changes quickly and efficiently. These rankings help illustrate the effectiveness of our strategies.
We thank you for allowing us to be your trusted financial advisor. Please reach out to your Private Wealth Manager with any questions.
Best,
Kevin Curran
Co-CEO & Chief Investment Officer
2 STAR CATEGORY: 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. These top performers are strictly based on returns for the one-year period.
3 STAR CATEGORY: 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. These top performers are strictly based on returns for the three-year period.
4 STAR CATEGORY: 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. Products 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 top ten returns for the latest three-year period then become the TOP GUNS.
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.
