Curi RMB Capital received recognition on Zephyr PSN’s “Top Guns” list for its Core – Limited Duration Investment Grade Bond strategy in Q4 2024. The firm’s awards include Core – Limited 5 Stars in the Core Fixed Universe for the strategy's performance over the last three years as a top ten manager while taking less risk (standard deviation) than its peer group.
The Top Guns list honors the best performing separate accounts, managed accounts, and managed ETF strategies represented on its platform during the time period. The list is an important reference for investors and asset managers. More than 2,800 firms submitting data for over 21,000 investment strategies are represented in the PSN database.
“Our success is a team effort and a celebration of the many individuals that work tirelessly for our client’s long-term success.” Jeff Bryden, Director of Fixed Income and Portfolio Manager said.
5-Star Ratings Category (Core Fixed Universe) had an r-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than 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 returns for the latest three-year period then become the 5 Star Top Guns.
To learn more about Curi RMB Capital and its investment strategies, please visit curirmbcapital.com/asset-management.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. The firm did not pay any specific fees to be included in the award contest/competition, but we do pay a fee in order to be included in their database.
The opinions and analyses expressed in this presentation are based on Curi RMB Capital, LLC's ("Curi RMB ") research and professional experience are expressed as of the date of this presentation. Certain information expressed represents an assessment at a specific point in time and is not intended to be a forecast or guarantee of future performance, nor is it intended to speak to any future time periods. Curi RMB makes no warranty or representation, express or implied, nor does Curi RMB accept any liability, with respect to the information and data set forth herein, and Curi RMB specifically disclaims any duty to update any of the information and data contained in this presentation. The information and data in this presentation does not constitute legal, tax, accounting, investment, or other professional advice. Past performance is not indicative of future performance, and there is a risk of loss of all or part of your investment. This information is confidential and may not be reproduced or redistributed to any other party without the permission of Curi RMB. RMB Asset Management is a division of Curi RMB Capital.
