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Joe Ramos

Joe Ramos

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

About Joe Ramos

Joseph A. Ramos is a senior managing director, partner and fixed income portfolio manager at Wellington Management. Ramos develops credit sector and security selection strategies for a range of client portfolios. He is also responsible for managing portfolios for central bank, sovereign wealth fund, pension fund, and mutual fund clients of the firm. Prior to joining the credit portfolio management team, he spent three years as an analyst in Wellington Management’s Fixed Income Research Group, where he was responsible for the analysis of the retail, supermarket, consumer product, energy, and technology industries. Prior to joining the firm in 1999, Ramos worked at the Federal Reserve Bank of Boston (1997 – 1999), State Street Global Advisors (1996 – 1997), and New York Life Asset Management (1993 – 1995). He received his MS in global financial analysis from Bentley College and his BS from Boston College.

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Citywire Rating: AA rated

2016

  • JRated AA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated AA in Oct 2016
  • NRated AAA in Nov 2016
  • DRated AAA in Dec 2016

2017

  • JRated AAA in Jan 2017
  • FRated AAA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AA in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Manager Return
98 Fatima Luis 4.4%
98 Andrew Lake 4.4%
100 Louis Chabrier 4.1%
100 Joe Ramos 4.1%
102 Laurent Crosnier 4.1%
102 Myles Bradshaw 4.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.7% 1.0% 1.1%
2016 5.2% 0.5% 1.3% 2.0% 1.3%
2015 0.1% 1.5% -1.3% -1.0% 0.9%
2014 3.8% 2.2% 1.6% -0.2% 0.2%
2013 1.0% -0.5% -2.3% 1.3% 2.5%

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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.