Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Walter Levy

Walter Levy

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

About Walter Levy

Walter Levy is a quantitative portfolio manager at First Private. He joined the firm in 2007 and prior to this worked at Second Swedish National Pension Fund between 2002 and 2007. He manages the First Private Dynamic Equity Allocation and the First Private Europa Ektien ULM strategies using a long-only investment style. Walter graduated from Göteborg University with a degree in Mathematics and outside of fund management enjoys chess and skiing.

Runs institutional money

Are you Walter Levy?

Citywire Rating: Not Rated

2015

  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated A in May 2016
  • JRated A 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
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018

Performance

over : 31/03/2017 - 31/03/2018
Rank 139/782 Equity - Europe
Manager Return
138 Christoph Keidel 19.2%
139 Tobias Klein 19.2%
139 Walter Levy 19.2%
141 Carl Auffret 19.2%
141 Yingying Wu 19.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.1%
2017 29.0% 8.4% 8.3% 8.9% 1.0%
2016 -7.8% -3.0% -11.1% 7.1% -0.2%
2015 1.0% 5.6% 0.8% -8.3% 3.5%
2014 -6.5% 5.0% 3.0% -9.2% -4.8%
2013 2.0% 15.5% 9.1%
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.