NEW YORK, Dec. 15, 2018 /PRNewswire-PRWeb/ -- C.J. Lawrence, an investment management boutique based in New York City, today announced that its CJL Balanced product has been recognized with Top Gun status by Informa Investment Solutions' PSN manager ranking database for 3Q 2018. CJL Balanced, which combines C.J. Lawrence's signature Bulldog-equity strategy with an allocation into fixed income, ranked in the Top Gun 2-Star Category as a top 10 performer within the US Balanced universe, based on returns for the one-year period.
"Informa's Top Gun ranking is one of the most highly-regarded in the industry, and we're incredibly proud to be included," said Bernhard Koepp, CEO of C.J. Lawrence. "We've seen such a positive response to CJL Balanced, a product we created to mirror the economic developments of the world's leading disruptors of the digital era – which we refer to as 'Bulldogs.' When we identify these Bulldogs and build strategies anchored around their increased market share, we open the door to significant growth possibilities for large cap investors."
The Top Guns designation for CJL Balanced comes on the heels of a recent 3.0 launch of its signature "Bulldog Portfolio," a universe of about 200 stocks of companies that embody Bulldog characteristics – which include their propensity to protect and grow their market share and to focus on long-term returns. The portfolio was also ranked in the Top 3 Best AAM unit investment trusts (UIT) sold to Merrill Lynch advisors in 2018.
"PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process," said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. "Congratulations to C.J. Lawrence on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter."
Through a combination of Informa Investment Solutions' proprietary performance screens, PSN 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 Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions.
The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Ruth Calderon at ruth.calderon(at)informais.com.
For more information about C.J. Lawrence, visit https://cjlawrence.com.
About C.J. Lawrence
C.J. Lawrence is a leading New York-based investment management boutique providing platinum level service and investment portfolio customization to individuals, families, foundations and institutions. With a legacy that dates back to 1864, C.J. Lawrence was re-launched in 2014 as an independent SEC registered investment advisor. The firm combines the talents of a highly experienced portfolio management team with an environment centered only on delivering optimal results for our clients.
About Informa Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.
SOURCE C.J. Lawrence
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