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Curran Investment Management Awarded National Top Investment Manager Recognition

Curran Investment Management (CIM) was awarded and nationally recognized for investment performance of their Core Growth Equity Strategy. CIM ranked #1 in Large Core Equity and received an additional top three PSN Top Guns distinction among all Core Equity managers by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.  

The top awards for CIM's Large Cap Core Growth Equity Portfolio include:

  • Ranked #1 within the Large Core Equity and #3 within US Core Equity Universes based on 3-year performance returns relative to the respective universe (3 Stars)
  • Bull/Bear Master, ranked #2 within the Large Core Equity and #3 within the US Core Equity Universes based on Upside/Downside Capture Ratio over the prior 3 years

CIM was ranked #1 for its Large Cap Core Equity Strategy in the Large Core Equity universe and #3 in the US Core Universe, receiving a 3 Star Top Gun rating. CIM was also awarded two of the coveted Bull & Bear Masters top rankings.  To achieve this ranking, Investment Managers must positively outperform their respective benchmark during periods of positive returns for the benchmark and the Investment Manager must have lost less than their respective benchmark during periods of negative returns for the benchmark.  

With volatility returning to the market, our investors have been rewarded because we have added value in both rising and falling markets.”  ~ Kevin T. Curran, CFA, President & Chief Investment Officer, Curran Investment Management 

The Top Guns rankings recognize exceptional achievement and outperformance among peers measured against their relative benchmarks.  The complete list of PSN Top Guns and an overview of the methodology can be located at Zephyr's PSN Universe Database. PSN is widely used by institutions and consultants in finding and tracking performance of investment managers.

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Contact: Julie Gondar, esq
Director, Curran Wealth Management
(518) 391-4200
jgondar@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.