#USA #Newark #Curasset Capital #Core Bond Fund #Limited Term Income

Curasset Capital Management: Three-Year Performance Milestone

Curasset Capital Management has recently reached a significant milestone, celebrating three years of its flagship mutual fund platform and achieving remarkable performance ratings. The firm, which manages over $600 million in assets, has proudly announced that its Core and Limited Term Founders Shares have outperformed key market benchmarks, specifically the Bloomberg US Aggregate and Bloomberg 1-3 Year Aggregate indices.

As of December 31, 2024, Curasset's Core Bond Fund (CMBEX) was ranked in the 7th percentile among 431 funds within the Core Bond category and was awarded a 5-star Overall Morningstar Rating, reflecting outstanding risk-adjusted returns. Meanwhile, the Curasset Limited Term Income Fund (CMIFX) secured a place in the 12th percentile out of 522 funds in the Short-Term Bond category, receiving a commendable 4-star Overall Morningstar Rating based on its risk-adjusted performance.

Investment Philosophy and Strategy

The success of Curasset can be attributed to its disciplined investment philosophy, which emphasizes strategic security selection and sector allocations over traditional duration positioning. The management team maintains a dynamic investment horizon of six to twelve months, allowing them to pivot effectively amidst market volatility. This approach enables them to meticulously assess risk exposure across various return drivers, ensuring alignment with ongoing market developments.

At the helm of this successful strategy is Ben Rockmuller, partner and senior portfolio manager at Curasset Capital Management, who stated, "Our team has worked tirelessly to deliver competitive, risk-managed returns while prioritizing transparency, accountability, and adaptability for our clients." He further emphasized the significance of high-quality bond allocations as a stabilizing influence in investor portfolios, reiterating the firm's confidence in its disciplined, risk-aware methodology.

What Distinguishes Curasset Capital Management

Curasset Capital Management stands out in the investment landscape for several reasons:
1. Expertise and Accountability: The portfolio managers at Curasset are also stakeholders in the firm, ensuring a strong alignment of interests with clients.
2. Focus on Risk Management: The firm's core philosophy integrates a meticulous focus on maintaining sustainable performance through careful risk management alongside returns.
3. Flexibility and Niche Opportunities: As a boutique asset manager, Curasset possesses the agility to leverage specialized opportunities while navigating the scalability issues frequently encountered by larger institutions.

Looking Ahead

With a robust investment strategy and proven track record in managing fixed-income solutions, Curasset Capital Management is well-positioned to cater to the evolving needs of both institutional and retail clients. As they look toward future market developments, the firm's commitment to delivering competitive, risk-conscious investment solutions remains steadfast.

In summary, Curasset Capital's three-year celebration showcases not only impressive fund performance but also an enduring commitment to quality, client-centric investment management. Investors seeking reliable fixed-income strategies may find that Curasset's approach aligns perfectly with their financial goals.

For more information about Curasset Capital Management and its array of investment solutions, please visit www.curasset.com.