Raleigh, NC—March 25, 2020 — Cardinal Capital Management, Inc. has been awarded two of the highest Top Guns designations for its Balanced Portfolio by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers.
The firm received PSN’s 6- Star and 5-Star recognition for its Balanced Portfolio for the 5-year period ending December 31, 2019, marking the strategy’s position among the top ten performers for its peer group which includes both U.S. based and non-U.S. based managers and their products.
This is the second consecutive quarter that Cardinal Capital’s Balanced Portfolio composite has been recognized for its 5-year performance.
Cardinal Capital Management’s Balanced Portfolio composite is comprised of approximately 70% U.S. Large Cap equities, 25% high-quality bonds of laddered maturities and 5% cash. The Balanced Portfolio seeks long-term capital appreciation by predominantly investing in dividend paying U.S. equities with lower volatility in an effort to enhance the portfolio’s overall returns while at the same time allocating 25% to high- quality laddered maturity bonds in order to generate income and further reduce equity volatility.
“We are very pleased to receive this recognition from Informa for our performance in a balanced strategy that showcases both our equity and fixed income capabilities. With recent volatility we’ve seen in the markets, we believe that investors can benefit from Cardinal Capital’s active approach to management of risk and return through careful individual security selection” said Glenn C. Andrews, CFA, President and Chief Investment Officer.
About Cardinal Capital Management, Inc.
Cardinal Capital Management Inc. is an independent registered investment management firm established in 1992, that manages equity, fixed income and balanced assets for U.S. clients. The company’s clients include individuals, trusts, and foundations. Cardinal Capital Management claims compliance with the Global Investment Performance Standards (GIPS®). A complete list of composite descriptions and compliant presentations are available by calling (919) 532-7500 or contacting Andrea Boyle at aboyle@cardinalcapitalmanagement.com. For more information, please visit https://www.cardinalcapitalmanagement.com.
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.
PSN Top Guns ranks products in six proprietary categories (1 to 6 stars) in over 50 universes through a combination of Informa Investment Solutions’ proprietary performance screens. It is a quarterly ranking that 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 by visiting the Informa Investment Solutions website. 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.
Cardinal Capital Management
Media Contact: Andrea Boyle Cardinal Capital Management, Inc.
aboyle@cardinalcapitalmanagement.com (800) 625-2335
