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

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Michael A. Welhoelter

Michael A. Welhoelter

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

About Michael A. Welhoelter

Michael A. Welhoelter is Epoch Investment Partner's chief risk officer and heads Epoch's quantitative research and risk management team. He is also a portfolio manager on all of Epoch's strategies. Prior to joining Epoch in 2005, he was a director and portfolio manager in the quantitative strategies group at Columbia Management Group. Prior to Columbia Management Group, he was at Credit Suisse Asset Management Group (CSAM), where he was a portfolio manager in the structured equity group, overseeing long/short market neutral and large cap core products. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. Mike holds a BA degree in computer and information science from Colgate University. He is a member of the New York Society of Security Analysts, the Society of Quantitative Analysts and holds the CFA designation.

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Citywire Rating: Not Rated

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
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Rank 1189/1598 Equity - Global
Manager Return
1187 Stefan Ferstl 18.3%
1188 Carl Stick 18.3%
1189 William Priest 18.3%
1189 Michael A. Welhoelter 18.3%
1191 Pierre Poulain 18.3%
1191 Benoit Pénet 18.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.9% 3.8% 4.0%
2016 2.3% 2.4% 0.5% 0.4% -1.0%
2015 -7.1% -0.1% -1.5% -8.5% 3.1%
2014 1.5% -0.1% 3.3% -2.5% 0.9%
2013 25.5% 7.1% 1.7% 7.7% 7.0%
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.