DALLAS--(EON: Enhanced Online News)--Brookmont Capital Management has been recognized by several reporting agencies as the top US Large-Cap Value Manager for its five-year performance through June 30, 2013.
Lipper/Thomson Reuters named the Brookmont Capital Dividend Equity Strategy as the #1 US Large-Cap Value Manager and #4 Large-Cap Manager based on its five-year net return (as of June 30, 2013).
Informa Investment Solutions (InformaIS) ranked the Brookmont Capital Dividend Equity Strategy as the “Best of the Best” 6-Star US Large-Cap Manager. The recognition is based on the Strategy’s rolling three-year performance and five-year standard deviation, information ratio, and R2. InformaIS named the Strategy as a “Top Gun Manager” across several asset classes and time periods. The Strategy was also named a “Bull and Bear Master” for its three-year Up capture/Down capture.
Morningstar ranked the Dividend Equity Strategy as the top US Large-Cap Value Manager based on its five-year performance (as of June 30, 2013). The Strategy was ranked as the top US Dividend Equity Manager for the 15th consecutive quarter.
Brookmont Capital Management is a registered investment advisor based in Dallas, TX. The firm provides portfolio management and investment solutions to individuals, public pension plans, investment firms, non-taxable entities, and institutions.
*Lipper Best Money Manager rankings are based on net-of-fees performance and include all transaction costs. Performance calculations include a cash component.
*Informa Investor Solutions 6-Star Managers are chosen through the PSN network and only include gross-of-fees performance. The 6-Star Managers are based on a R2 of 0.80 or higher against their respective benchmark during the past 5 years and must have higher returns than their benchmark for the 3 past 3-year rolling periods. Managers are then narrowed down based on the products which had a standard deviation below the benchmark during the past 5 years. The top 10 information ratios then rank the order of 6-Star Managers.
*Morningstar Database of SMA Managers. Based on 5-year returns (gross-of-fees) as of June 30, 2013.
See respective websites for more information. Past performance is not a guarantee of future results. Investments do not include FDIC insurance.