- September 5, 2019
- News & Media
C.J. Lawrence Named Top Guns Manager by Informa Investment Solutions
C.J. Lawrence, an investment management boutique based in New York City, announced today, that its CJL Balanced Strategy has been recognized with multiple Top Gun ratings by Informa Investment Solutions’ PSN manager ranking database for 2Q-2019. The CJL Balanced Strategy, which combines C.J. Lawrence’s signature Bulldog-equity strategy with an allocation into fixed income, ranked in the Top Gun 1-Star and 4-Star Categories. Informa identified CJL’s Balanced Strategy as a top 10 performer within the US Balanced universe, based on returns for the quarter and highlighted how it exceeded the benchmark for the three latest three-year rolling periods.
“Informa’s Top Gun ranking is one of the most highly-regarded in the industry, and we’re incredibly proud to be included,” said Bernhard Koepp, CEO of C.J. Lawrence. “We continue to see a positive response to our CJL Balanced product among our high net worth clients. The strategy was created almost 20 years ago and combines our unique Bulldog-equity strategy, with an allocation into fixed income. The Bulldog strategy is built on large cap companies that are increasing market share in attractive growth sectors.”
The Top Guns designation for CJL Balanced comes on the heels of a 3Q-2018 Top Guns award. CJL’s signature “Bulldog Portfolio” is comprised of roughly 30-40 stocks from a universe of companies embodying Bulldog characteristics, which include a propensity to protect and grow market share and focus on long-term returns. The portfolio was also ranked in the Top 3 Best AAM unit investment trusts (UIT) sold to Merrill Lynch advisors in 2018 and is a recommended UIT strategy at Wells Fargo Advisors.
“PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process,” said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. “Congratulations to C.J. Lawrence on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter.”
Through a combination of Informa Investment Solutions’ 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 Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions.
The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns.
For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Ruth Calderon at ruth.calderon(at)informais.com.
About C.J. Lawrence
C.J. Lawrence is a leading New York-based investment management boutique providing platinum level service and investment portfolio customization to individuals, families, foundations and institutions. With a legacy that dates to 1864, C.J. Lawrence was re-launched in 2014 as an independent SEC registered investment advisor. The firm combines the talents of a highly experienced portfolio management team with an environment centered on delivering optimal client results.
For more information about C.J. Lawrence, visit https://cjlawrence.com.
About Informa Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.
SOURCE C.J. Lawrence