Capital Counsel Awarded Top Guns Designation for the First Quarter of 2020 by Informa Financial Intelligence

New York, NY May 22, 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 with the continued success of our investment strategy where our fundamental research identifies growing, profitable companies run by capable and experienced managers who adjust to short-term changes in their markets while remaining focused on the long-term success of their companies. Being awarded the Top Gun designation validates the investment strategy we have developed over the past twenty years and continue to improve,” comments Lauren Blum, the firm’s Chief Investment Officer.

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 both three and four 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 $1.8 billion in assets under our management.

: Capital Counsel’s Belle Meade Associates Composite earned three stars as it was a top ten performer within the US Equity Commingled Funds Universe, based on returns for the three-year period ending March 2020. 

:  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.

“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 located on https://psn.fi.informais.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.

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