News

March 2, 2021

Churchill Management Group Awarded PSN Top Gun – Manager of the Decade by Informa Financial Intelligence

Los Angeles, CA—March 02, 2021— Churchill Management Group 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. *

Churchill Management Group was honored with a Manager of the Decade Top Gun rating for its ETF Sector Rotation Strategy.

“Receiving the Manager of the Decade rating for our ETF Sector Rotation strategy is an incredible honor and a testament to our track record of success,” said Churchill’s President, Randy Conner. “Without the trust of our valuable clients this rating would not be possible.”

Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in their proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors.

PSN – Manager of the Decade 4Q20 – ETF Sector Rotation Strategy

The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten year period and also standard deviation less than the style benchmark for the latest ten year period. At this point, the top ten performers for the latest 10 year period become the PSN Top Guns Manager of the Decade. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the PSN Top Gun Manager of the Decade rankings and is not affiliated with PSN.

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Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

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