C.J. Lawrence® Named to PSN Top Guns List of Best Performing Strategies for Q3 2022
December 16, 2022 09:10 AM Eastern Daylight Time
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies
NEW YORK, NY—December 16, 2022— C.J. Lawrence announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution, who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. “C.J. Lawrence has done remarkable work and we are pleased to include them as a top performer.”
“Q3 was another tough quarter for absolute returns. Our positive ranking within our peer group shows we are finding the right balance between growth and value stocks at the core of our proprietary Bulldog-equity strategy,” said Bernhard Koepp, C.J. Lawrence CEO and Portfolio Manager.
Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
C.J. Lawrence’s CJL Equity – Large Core Equity Universe – 6 Stars: 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.
C.J. Lawrence’s CJL Balanced – US Balanced Universe – 4 Stars: 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. The top ten returns for the latest three-year period then become the 4 Star Top Guns.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.
C.J. Lawrence is a New York-based investment adviser providing platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy that dates to 1864, C.J. Lawrence was re-launched in 2014 as an independent SEC-registered investment adviser. The firm combines the talents of a highly experienced portfolio management team with an environment centered only on delivering optimal results and quality investing advice for clients.
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. 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. Visit PSN online to learn more.