New York, NY August 19, 2020— Capital Counsel LLC, an independent investment adviser based in New York City, has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers.
“We are pleased to accept Informa’s Top Gun designation, which we think correctly assesses the comparative returns achieved by our investment managers,” says F Randall Smith, the firm’s Founder who has worked on the firm’s singular investment strategy represented by the Belle Meade Associates composite for the past three decades.
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 Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
Capital Counsel was awarded four, five, and six stars for achieving top 10 returns among its peers for the firm’s Belle Meade Associates composite. Belle Meade provides an accurate representation of the results of our disciplined investment strategy, which we implement across the $1.9 billion in assets under our management.
: Capital Counsel’s Belle Meade Associates Composite earned four stars as it had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, returns exceeded the appropriate style benchmark for the three latest three-year rolling periods. The top ten performers in their respective fund categories for the latest three-year period then become the 4 Star Top Guns.
: Capital Counsel’s Belle Meade Associates Composite earned five stars as it had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns.
: Capital Counsel’s Belle Meade Associates Composite earned six stars as it had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/
About Capital Counsel LLC
Established in 1999, Capital Counsel is an independently owned investment management firm based in New York City with assets of $1.9 billion under management. We help clients achieve their financial goals by investing wisely in profitable publicly traded companies whose managers we know are capable and experienced. Since its inception, Capital Counsel has cumulatively outperformed the S&P 500 Index, with reduced risk. The firm offers investment management to high net worth individuals, family offices, foundations, and endowments. For more information, please visit www.capitalcounsel.com.
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. 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.
Media Contact:
Gordon Pyne
gpyne@capcounsel.com
212-350-1734