NEW YORK--(BUSINESS WIRE)--C.J. Lawrence has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
C.J. Lawrence’s Bull Dog Equity Strategy was honored with 6 stars in the Large Cap Equity Universe.
“Receiving the sixth Star, PSN’s highest Top Gun rating, is a testament to our highly experienced team of investment managers,” says Bernhard Koepp, CEO of C.J. Lawrence. “Despite the intense sector rotation in 2021, our Bulldog-Equity Strategy which focuses on long-term secular growers, provided our clients with enough flexibility to achieve another year of highly competitive returns.”
Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view 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 Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
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C.J. Lawrence’s CJL Equity – Large Core Equity Universe – 6 Stars
Top Gun CJL Equity 6 Stars Large Core Equity Universe, meaning that their strategy 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.
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C.J. Lawrence’s CJL Equity – US Core Universe – 5 Stars
C.J. Lawrence’s strategy was named Top Gun CJL Equity 5 Stars US Core Universe, meaning that their strategy 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 returns for the latest three-year period then become the 5 Star Top Guns.
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C.J. Lawrence’s CJL Balanced – US Balanced Universe – 4 Stars
C.J. Lawrence’s strategy was named Top Gun CJL Balanced 4 Stars US Balanced Universe, meaning that their strategy 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.
“Congratulations to C.J. Lawrence for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
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.tobiasen@informa.com
About C.J. Lawrence
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.
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.
