cp_logo

 

 

 

 

Crow Point Small Cap Growth Composite Receives Morningstar® Rating

Three Stars Overall from Morningstar®, as of 3/31/2018, Out of 266 Composites in the US SA Small Growth Category, based on risk-adjusted returns

May 15, 2018 – Hingham, MA – Crow Point Partners, LLC announced that the Crow Point Small Cap Growth Composite received Morningstar’s three-star rating within the research firm’s Small Cap Growth category based on three-year performance ending 3/31/2018.

“We are pleased to receive the 3-star Morningstar rating and proud of the investment team at our affiliate, Cold Creek Capital, for their hard work” commented Peter DeCaprio, CEO of Crow Point Partners.

“As we made our three-year anniversary as an independent money manager last year, we partnered with Crow Point to better focus on stock selection and portfolio management” remarked Alan Norton, co-Founder of Cold Creek.

The Crow Point Small Cap Growth strategy is offered as a Separately Managed Account as well as a Mutual Fund.

 

About Crow Point Partners

Crow Point Partners, LLC is a $900 million asset management firm headquartered near Boston, MA that employs a disciplined approach to global investment management using both a qualitative and quantitative research and investment process. Since inception, Crow Point has sub-advised three Wells Fargo Separate account composites and launched the Crow Point Separate account composites in 2012. Today, the Crow Point family of Separate account composites includes 10 traditional and alternative open-end mutual separate account composites, as well as 3 target date separate account composites.

About Cold Creek Capital

Cold Creek Capital, Inc. is an emerging asset manager founded by Alan Norton and Thomas Norton in 2014. The Nortons have been managing Small and Mid-Cap strategies since 1999 at firms such as Congress Asset Management and John Hancock and will manage the Fund’s portfolio in a similar manner.

 

About Morningstar, Inc and the Star Rating System

The Morningstar Rating TM for separate account composites, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.

 

©2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results