Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Vulcan Value Equity USD

Ranked 384 out of 920 in - US over 12 months
All calculations are in USD unless stated

Managed by

C.T. Fitzpatrick

C.T. Fitzpatrick founded Vulcan Value Partners in 2007 where he is also CEO and CIO. He previously spent 17 years at Southeastern Asset Management where he was a partner and portfolio manager, and currently runs Vulcan's US equity portfolios using a value investment style. He graduated from the Owen Graduate School of Management at Vanderbilt University and the University of Alabama and has an MBA in Finance. Outside of fund management, C.T.'s interests include music.


The Fund will have the ability to buy equities located throughout the world, though it is anticipated that the Fund will concentrate on securities (i) issued by globally based companies which are listed or traded on a U.S. domiciled Market or (ii) issued by U.S. companies listed or traded on any Market.

Showing fund performance globally. You can view performance in individual jurisdictions.


US over : 28/02/2017 - 28/02/2018
  • Rank 384/920 Total Return
  • Rank 682/920 Standard Deviation
  • Rank 93/920 Max Drawdown
Fund Name Currency Return
382 Smead US Value UCITS Fund I Acc USD USD


382 DKO-Aktien Nordamerika USD


384 Vulcan Value Equity USD USD


385 Halifax North American C USD


386 AcomeA America A1 USD


Fund Name Currency Loss
93 Vulcan Value Equity USD USD


94 BMN Bolsa USA, FI USD


95 Sydinvest USA Ligevaegt & Value KL USD


Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 16.2% 7.7% 2.9% 1.8% 3.0%
2016 11.3% 4.2% -3.2% 5.6% 4.5%
2015 -10.2% -0.3% -0.2% -10.4% 0.7%
2014 12.7% -1.1% 5.5% 1.2% 6.8%
2013 8.9% 11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date01/05/2013
  • Share Class size135Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment100,000


  • Annual management1.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).