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

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Jason T Holzer

Jason T Holzer

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

About Jason T Holzer

Jason Holzer, CFA is based in Austin, Texas where he is a senior portfolio manager at Invesco. He has been with the firm since 1994 and prior to this he was an associate at JMB Realty. He is responsible for managing the Invesco European Growth Fund, European Small Company Fund, Global Small & Mid-Cap Growth Fund and International Small Company Fund dealing in equities, using quality growth and small-cap strategies. Jason graduated from Stanford University with degrees in Quantitative Economics and Engineering Economic Systems.

Invests in own strategies

Runs institutional money

Are you Jason T Holzer?

Citywire Rating: + rated

2014

  • JRated Plus in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JNot rated in Jan 2017
  • FRated Plus in Feb 2017
  • MRated Plus in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JRated Plus in Jan 2018

Performance

Equity - Europe
over : 31/12/2016 - 31/12/2017
Rank 225/779 Equity - Europe
Manager Return
225 Clas G Olsson 28.1%
225 Jason T Holzer 28.1%
225 David Harding 28.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 28.1% 6.4% 8.5% 6.5% 4.1%
2016 -3.9% -0.6% -6.6% 5.7% -2.1%
2015 3.6% 1.9% 4.5% -6.8% 4.4%
2014 -6.9% 1.4% 4.0% -8.6% -3.5%
2013 24.4% 5.2% -0.3% 11.0% 6.9%

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The $938 billion manager is expanding its reach in Latin America.

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.