Plan Sponsor Network Names C.S. McKee a “Top Guns Manager of the Decade” for 11th Consecutive Year
For the 11th consecutive year, Plan
Sponsor Network (PSN) has named C.S. McKee as one of its "Top Guns
Managers of the Decade." C.S. McKee’s most recent award is for its
Intermediate Aggregate Fixed Income strategy in the PSN Intermediate Washington
News Core Fixed Universe for
the 10-year period ending December 31, 2019.
C.S. McKee has been named to
the “Top Guns Manager of the Decade” list every year since 2009.
“We are delighted to receive
this recognition from PSN, which is a testament to our long- standing
investment philosophy and process,” said Mark Gensheimer, President of C.S.
McKee.” “We believe our bottom-up research process, incorporating both Washington Business News fundamental and
technical factors and focusing on quality, liquidity, and risk management is
what significantly differentiates us from our peers.”
“C.S. McKee’s disciplined and
methodical security selection has enabled the portfolio management team to
build a portfolio construction process that has proven to be repeatable over
time, creating a very successful long-term track record,” said Mark Goodwin,
Co-Founder and CEO of North Square, the parent company of C.S. McKee. “We
congratulate our C.S. McKee colleagues for their consistent outperformance, and
gratefully acknowledge the value they have provided to our clients.”
C.S. McKee, a full-service
institutional money manager, primarily specializes in a range of taxable
fixed-income strategies that focus on providing institutional investors with
consistent risk-adjusted-performance. McKee also offers a variety of
other Washington Press Release Distribution investment strategies including domestic and
international equity and balanced portfolios that are all designed to meet a
client’s investment objectives and targeted levels of risk.
About C.S. McKee
C.S. McKee is an institutional
investment management firm based in Pittsburgh, PA with more than $7 billion
under management as of March 31, 2020 in taxable fixed income, equity and
balanced portfolios. The firm was founded in 1931 and became a Registered
Investment Advisor in 1972. C.S. McKee’s business was acquired by Washington Cryptocurrency News North
Square in 2020. McKee’s clients include pension funds, profit-sharing plans,
reserve funds, operating funds and other financial assets for states, counties,
municipalities, unions, financial service companies, corporations, endowments
and foundations, hospitals, universities, religious organizations and other
institutions.
About North Square
Founded in 2018 and
headquartered in Chicago, IL, North Square Investments is an independent,
multi-boutique investment firm dedicated to delivering differentiated active
investment strategies to the market. With an experienced senior management
team, a board composed of industry veterans including John Amboian, Neil
Cummins and Brian Gaffney, and backed by Estancia Capital Partners, North
Square is a leader in aggregating best-in-class active managers and delivering
select, in-demand investment strategies to financial intermediary partners for
the benefit of their clients.
C.S. McKee L.P., its successor
CSM LLC d/b/a C.S. McKee and North Square Investments, LLC are investment
advisers registered with the U.S. Securities and Exchange Commission.
Registration does not imply a certain level of skill or training. More
information about Washington Local News the companies’ investment
advisory services can be found in their respective Form ADV, which are
available upon request. Past performance is not indicative of future results.
The investment strategy or strategies discussed may not be suitable for all
investors. Investors must make their own decisions based on their specific
investment objectives and financial circumstances.
About the PSN Top Guns Manager
of the Decade Methodology
The complete list of PSN Top
Guns and an overview of the methodology are available at
http://www.informais.com/resources/psn-top-guns. Top Guns Manager of the Decade
is recognition from Informa Investment Solutions PSN, an independent,
national money manager database. This designation may not be representative of
any one client's experience because the rating reflects an average of all, or a
sample of all, the experiences of C.S. McKee clients. This information does not
reflect the experience of clients of C.S. McKee and is not indicative of future
performance. Please see the following disclosures for the periods when the
designation was made. *Though the strategies were in the top ten, they were not
ranked first in the top ten categories for each period.
The PSN universes were created
using the information collected through the PSN investment manager
questionnaire and use only gross of fee returns. Mutual fund and commingled
fund products are not included in the Washington Political News universe. PSN Top Guns
investment managers must claim that they are GIPS compliant. Products must have
an r-squared of 0.80 or greater relative to the style benchmark for the
ten-year period ending December 31, 2019. Moreover, products must have returns
greater than the style benchmark for the ten-year period ending December 31,
2019 and also standard deviation less than the style benchmark for the ten-year
period ending December 31, 2019.
*C.S. McKee was recognized in
the PSN Core Fixed Income Universe from 2009-2017, the PSN All
Maturity/Variable Universe in 2018, and the PSN Intermediate Core Fixed Income
Universe in 2019. The PSN Core Fixed Income Universe is comprised of the
following: 2009: 206 firms and 371 products; 2010: 208 firms and 375 products;
2011: 208 firms and 392 products; 2012: 209 firms and 399 products; 2013: 207
firms and 410 products; 2014: 205 firms and 407 products; 2015: 197 firms and
399 products; 2016: 199 firms and 402 products; 2017: 196 firms and 392
products. The PSN All Maturity/Variable Universe is comprised of the following:
2018: 161 firms and 314 products. The PSN Intermediate Core Fixed Income The universe is the Washington Stock Market comprised of the following: 2019: 128 firms and 188 products.
Rankings were sourced from eVestment and are effective as of 12/31/19. The
rankings may not be representative of any one client’s experience because the
ratings reflect an average of all, or a sample of all, of the experiences of
C.S. McKee’s clients. The rankings are not indicative of C.S. McKee’s future
performance.
This document may contain
certain information that constitutes “forward-looking statements” which can be
identified by the use of forward-looking terminology such as “may,” “expect,”
“will,” “hope,” “forecast,” “intend,” “target,” “believe,” and/or comparable
terminology. No assurance, representation, or warranty is made by any person
that any of C.S. McKee and North Square’s assumptions, expectations,
objectives, and/or goals will be achieved. Nothing contained in this document
maybe relied upon as a guarantee, promise, assurance, or representation as to
the future.
Source:-
https://www.prweb.com/releases/plan_sponsor_network_names_c_s_mckee_a_top_guns_manager_of_the_decade_for_11th_consecutive_year/prweb17206830.htm
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