New York, NY May 24, 2021— Capital Counsel LLC, has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
Capital Counsel was honored with five- and six-star Top Guns ratings, the two highest ratings for consistent long-term performance awarded by Informa.
“We are pleased that Capital Counsel was recognized in two categories which identify managers who have produced consistently good investment returns while taking less risk,” said Terence Greene, the firm’s President. “This is what we seek to achieve by investing in particularly strong well-managed businesses that generate growing free cash flow. The experienced managers of these companies reinvest in their businesses at a high rate of return, which compounds over time. This strategy provides our clients with consistently good performance and downside protection in declining 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 Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
Capital Counsel’s Belle Meade Associates Composite was given Top Gun five and six star ratings, meaning:
: Capital Counsel’s Belle Meade Associates Composite had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period (the r-squared calculation represents the correlation of the BMA composite to the S&P 500 as a benchmark). 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 (standard deviation is a performance risk metric, lower standard deviation represents less risk) 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 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 (the information ratio is a risk/reward metric) 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/
Capital Counsel’s investment strategy remains the same since the firm was founded 21 years ago. The founding partners remain as the core members of our investment team. The firm was founded on the belief that fundamental valuation-based analysis can produce consistently good long-term investment returns. Fundamental analysis can inform an investor as to a company’s worth and reduces risk if you pay heed to that valuation. Historically, our patient adherence to a rigorous valuation-based buy/sell discipline has provided clients with good long-term results and protection in declining markets. The continued recognition by Informa for our risk adjusted performance provides further acknowledgement of the success of our investment methodology.
“Congratulations to Capital Counsel for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
The complete list of PSN Top Guns and an overview of the methodology can be found at: https://psn.fi.informais.com/
For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at firstname.lastname@example.org
About Capital Counsel LLC
Established in 1999, Capital Counsel is an independently owned investment management firm based in New York City with assets of $2.2 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