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Curran Investment Management Receives National Recognition for Investment Performance

“To achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks.” Benjamin Graham

2Q19 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

Curran Investment Management (CIM) has been recognized nationally for investment performance. CIM was awarded the coveted Bull & Bear Masters top ranking for Core Growth Equity.  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.  CIM was also honored with a 3 Star Top Gun rating for its Large Cap Core Growth Equity Strategy. Core Growth Equity has been in the top 10 for the most recent quarter, most recent year and for the past 3 years relative to the Large Cap Core Universe comprised of over 300 Investment Managers.

CIM’s 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 capitalizations, 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.

Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes.  This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision making solutions and custom services to financial institutions.

Top Guns firms are awarded a star rating, with the number of stars representing continued performance over time:

3-Star Category: 

These products had one of the top ten returns for the three-year period in their respective universes.

Bull & Bear Masters:

These products had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, products must have an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark.  The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.

“It’s an honor to be recognized by PSN for Core Growth’s total return as well as performance in both rising and falling markets.  Managers may succeed in outperforming the benchmark in rising markets by taking more risk and in falling markets by taking less risk.  It is very challenging to outperform in both environments while adhering to a low portfolio turnover investment philosophy” ~ Kevin T. Curran, CFA, President and Chief Investment Officer

About Informa Financial Intelligence’s Zephyr:
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com

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 customizable 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://www.informais.com/ and follow https://twitter.com/InformaInvest

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com

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

_________________________________________

Contact: Julie Gondar, esq
Director, Curran Wealth Management
(518) 391-4285
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.