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Stephen Walker

Stephen Walker

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

About Stephen Walker

Stephen Walker joined FOUR in October 2010 as a Senior Global Equity Fund Manager. Prior to joining FOUR, he was a Portfolio Manager at Morgan Stanley Investment Management, where his team was responsible for the management of $2bn of global equities. Prior to this position, Stephen was Senior Banks Analyst and Global Sector Coordinator Financials at UBS Global Asset Management. Stephen holds an MSc International Banking and Financial Studies from the University of Southampton. He is a CFA Charter holder and an Associate of Institute of Investment Management & Research. Born in Woking in the UK and currently based in London, his interests outside of work include skiing and motor sports.

Invests in own strategies

Runs institutional money

Are you Stephen Walker?

Citywire Rating: A rated

2013

  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NNot rated in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated Plus in Oct 2015
  • NRated A in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FNot rated in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated AAA in May 2016
  • JRated AA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AA in Sep 2016
  • ORated AA in Oct 2016
  • NRated AA in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated Plus in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017

Performance

Equity - Global
over : 31/03/2016 - 31/03/2017
Rank 940/1535 Equity - Global
Manager Return
940 Stephen Walker 9.3%
940 Colin McQueen 9.3%
940 Gregg Bridger 9.3%
940 Lorenzo Dicorrado 9.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.9%
2016 2.0% 0.7% 0.7% 2.9% -2.3%
2015 2.4% 1.9% 0.7% -8.1% 8.5%
2014 10.3% 1.8% 4.4% -1.0% 4.7%
2013 35.8% 11.4% 4.9% 8.6% 7.1%
2012 -1.3%

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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.