Raleigh, NC – August 23, 2024 – Cardinal Capital Management, Inc. (Cardinal Capital) is thrilled to announce that its U.S. Balanced Portfolio has earned the prestigious 6-star Top Gun award from Zephyr for the five years ending June 30, 2024. This accolade places Cardinal Capital among the elite performers in the separate accounts, managed accounts, and managed ETF strategies industry.
“Being named a PSN Top Gun is a significant honor that reflects our commitment to delivering strong, consistent results for our clients,” said Glenn C. Andrews, CFA, President and Chief Investment Officer at Cardinal Capital. “This recognition underscores the success of our disciplined investment strategy, which balances capital appreciation with risk mitigation through diversification and a focus on high-quality investments.”
The U.S. Balanced Portfolio aims for long-term capital appreciation by strategically allocating investments across U.S. large-cap equities, high-quality bonds, and cash. This allocation is customized to each client’s specific cash needs, providing steady growth while minimizing volatility and risk.
Zephyr’s PSN Top Guns List is renowned for its rigorous selection process, which evaluates investment strategies based on performance, consistency, and risk metrics. Cardinal Capital’s U.S. Balanced Portfolio not only surpassed its style benchmark over the past five years but also maintained a standard deviation at or below the median for its peer group. This performance has earned it the distinguished 6-star rating, signifying superior returns and portfolio management.
This recognition from Zephyr’s PSN Top Guns program is a testament to Cardinal Capital Management’s unwavering dedication to providing top-tier investment solutions that prioritize our clients’ long-term financial success.
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 Wes Andrews at wandrews@cardinalcapitalmanagement.com. For more information, please visit http:// www.cardinalcapitalmanagement.com.
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For nearly four decades, https://informaconnect.com/zephyr/psn-financial-sma-data/ has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to reach institutional and retail investors effectively. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database, showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges, and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data, Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight into trends in the SMA industry. You can view it online here.
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Cardinal Capital Management, Inc.
Media Contact: Wes Andrews
wandrews@cardinalcapitalmanaggement.com
(800) 625-2335
Cardinal Capital Management Disclaimer
Performance results represent composite results for the Balanced strategy managed by Cardinal Capital Management, Inc. (“Cardinal”) during the corresponding time periods. The performance results reflect the reinvestment of dividends and other account earnings. They are net account transaction and custodial charges and Cardinal’s investment management fee except for those performance returns that are compared to other similarly benchmarked managers (for example, managers whose performance is compared to a blended benchmark comprised of 60% S&P 500 Composite Index and 40% Bloomberg Barclays Government Credit Index) in charts which results were prepared utilizing investment managers database and the PSN investment managers database which are reported gross of investment management fees, including Cardinal management fee- (see Gross of Fees disclosure below).
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable or equal to the Cardinal performance results or any corresponding historical benchmark index. The S&P 500 Composite Index (the “S&P) is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. Standard & Poor’s chooses the member companies for the S&P based on the market size, liquidity, and industry group representation. The common stocks of industrial, financial, utility, and transportation companies are included. The historical performance results of the S&P (and those of or all indices) do not reflect the deduction of transaction and custodial charges, nor the deduction of an investment management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. The historical S&P performance results (and those of all other indices) are provided exclusively for comparison purposes only to provide general comparative information to assist an individual client or prospective client in determining whether the performance of a Cardinal portfolio meets, or continues to meet, his/her investment objective(s). It should not be assumed that Cardinal account holdings will correspond directly to the S&P or any other comparative index. The Cardinal performance results do not reflect the impact of taxes.
For reasons including variances in portfolio account holdings, variances in the investment management fee incurred, market fluctuation, the date on which a client engaged Cardinal’s investment management services, and account contributions or withdrawals, the performance of a specific client’s account may have varied substantially from the indicated Cardinal portfolio performance results. Cardinal Capital Management’s compliance with the GIPS standards has been verified for the period April 1, 2017, through June 30, 2024, by ACA Performance Services LLC and between the periods April 1, 1992, through March 31, 2017, by Ashland Partners & Company LLP. In addition, a performance examination was conducted on the Balanced composite beginning October 31, 1992, through September 30, 2019. A copy of the verification report is available upon request. Information pertaining to Cardinal’s advisory operations, services, and fees is outlined in Cardinal’s current disclosure statement, a copy of which is available from Cardinal upon request.
Gross of Fees (charts from PSN investment managers database) Comparative managers’ investment performance is shown in these charts gross of their management fees. Cardinal’s investment performance is shown gross of Cardinal’s investment management fees (as described in Cardinal’s written disclosure statement), the incurrence of which will have the effect of decreasing the composite performance results (for example, an advisory fee of 1% compounded over a 10-year period would reduce a 10% return to a 9% annual return).
