by Informa Financial Intelligence
New York, NY, November 20, 2019. Capital Counsel LLC, an independent investment firm based in New York City, has been awarded Top Guns distinctions for its performance as of the third quarter of 2019 by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. This is the 4th quarter in a row Capital Counsel has been awarded Top Guns designation.
Terence S. Greene, the firm’s President, comments, “Once again, Capital Counsel is pleased to have been awarded Top Guns distinction by Informa’s PSN manager database. This is a reflection of our disciplined, in depth research process, which focuses on finding well-managed, profitable companies whose managers are able to reinvest their free cash flow back into their businesses at attractive rates of return to build enduring value over time. This year also marks a significant milestone as it has been 20 years since we formed Capital Counsel.”
Capital Counsel was awarded both two and three 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.
2-Star Category: Capital Counsel’s Belle Meade Associates Composite was a top ten performer within the US Equity Commingled Funds Universe, based on returns for the one-year period ending September 2019.
3-Star Category: Capital Counsel’s Belle Meade Associates Composite was a top ten performer within the US Equity Commingled Funds Universe, based on returns for the three-year period ending September 2019.
The Top Gun awards are a well-respected quarterly ranking and 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.
Capital Counsel is an independent investment management firm based in New York City. We manage concentrated portfolios of large-cap and mid-cap companies based in the U.S., or those with large U.S. operations. We use our knowledge, expertise and fundamental valuation-based investment process to identify exceptional businesses that are led by capable and experienced managers. These managers work to leave the business better than it was when they started.
The complete list of PSN Top Guns and an overview of the methodology can be located on 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 Margaret.firstname.lastname@example.org
Capital Counsel LLC
Established in 1999, Capital Counsel is an independently owned Registered Investment Adviser based in New York City with assets of $1.8 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.