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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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David Ross

David Ross

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

About David Ross

Born in the USA in 1964, David Ross has accumulated over 29 years of investment management experience in managing growth equity funds. Ross has extensive knowledge of US equity markets as well as emerging markets. He joined La Financiere de l'Echiquier on September 1st 2014, taking over the management of the firm's Global Equity products. Ross is a graduate of Yale University and has an MBA from Syracuse University. A Chartered Financial Analyst since 1993, Ross is a member of the CFA Institute and the CFA Society of France.

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Citywire Rating: AA rated

2017

  • MNot rated in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017

Performance

Equity - Global
over : 31/10/2016 - 31/10/2017
Rank 116/1598 Equity - Global
Manager Return
114 Daniel Roarty 29.0%
115 Chris Thomas 29.0%
116 David Ross 28.9%
117 Alexander Stensrud 28.9%
118 Coleen F. Barbeau 28.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.9% 5.4% 7.6%
2016 1.0% -1.8% -0.4% 6.2% -2.8%
2015 5.2% 3.5% 0.5% -5.7% 7.2%
2014 -1.2% -3.6% 5.2% -4.9% 2.4%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.