Curi RMB Capital’s SMID Cap Core strategy was named to PSN Top Gun’s Manger of the Decade 2024 list. The list recognizes managers who are ranked in the top 10 managers in their peer group (209 managers). Curi RMB Capital was recognized in the Small-Mid Core Universe and in the Small-Mid Cap Universe.
"The PSN Managers of the Decade award celebrates the exceptional resilience and expertise of top managers who have successfully navigated a decade marked by political upheavals, a global pandemic and unprecedented monetary policies," says PSN Product Manager Nick Williams.
“We’re gratified by this recognition of our strategies and our bottom-up, fundamental approach, and solid risk controls that have given our clients persistent alpha over the last decade” says Chris Graff, Chief Investment Strategist and Director of Asset Management. “Our success is a team effort and a celebration of the many individuals who work tirelessly for our client’s success.”
According to Zephyr, the awards are given to separately managed accounts that are GIPS compliant, have a 10-year R-Squared value of .8 or greater to their style benchmark and outperform the style benchmark over the last 10 years. Managers must have a standard deviation that is equal to or less than their style benchmark for the last 10 years, indicating that managers have adhered to their chosen style while outperforming their benchmark with less risk.
Curi RMB Capital has been recognized as an innovator in life cycle-based equity investing whose line up of high active share, low tracking error funds looks to drive returns from stock picking. We provide equity products in SMA, model delivery, and mutual funds to clients across the country.
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.
