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

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Daniel Percella

Daniel Percella

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

About Daniel Percella

Daniel Percella, CFA is an executive director and an analyst on the Small Cap Active Core team at JP Morgan Asset Management. He joined the team in 2008 and prior to this was a member of the Institutional Investor-ranked Equity Research team at Bear Stearns, Bank of America and Citigroup. Daniel graduated from Georgetown University’s Walsh School of Foreign Service and is a member of the New York Society of Security Analysts and the CFA Institute.

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Citywire Rating: Not Rated

2017

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

2018

  • JRated A in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018
  • MRated Plus in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NNot rated in Nov 2018
  • DRated Plus in Dec 2018

2019

  • JRated Plus in Jan 2019
  • FNot rated in Feb 2019
  • MNot rated in Mar 2019
  • ANot rated in Apr 2019
  • MNot rated in May 2019
  • JNot rated in Jun 2019
  • JNot rated in Jul 2019
  • ARated Plus in Aug 2019
  • SRated Plus in Sep 2019
  • ORated A in Oct 2019
  • NRated Plus in Nov 2019
  • DRated Plus in Dec 2019

2020

  • JRated A in Jan 2020
  • FRated A in Feb 2020
  • MRated Plus in Mar 2020
  • ARated A in Apr 2020
  • MRated Plus in May 2020
  • JRated A in Jun 2020
  • JRated Plus in Jul 2020
  • ARated A in Aug 2020
  • SRated A in Sep 2020
  • ORated A in Oct 2020
  • NRated A in Nov 2020
  • DRated Plus in Dec 2020

2021

  • JNot rated in Jan 2021

Performance

Equity - US Small & Medium Companies
over : 12/31/2019 - 12/31/2020
Manager Return
466 Max Kozlov 14.4%
466 Adam Cao 14.4%
468 Don San Jose 14.4%
468 Daniel Percella 14.4%
470 Kip Johann-Berkel 14.2%

Total Return

Month by Month Performance

Quarterly Performance

to 12/31/2020 Annual Q1 Q2 Q3 Q4
2020 14.4% -28.1% 23.4% 5.1% 22.8%
2019 28.5% 13.8% 5.2% -0.1% 7.4%
2018 -10.6% -0.4% 6.0% 4.2% -18.7%
2017 15.0% 3.3% 2.9% 4.1% 3.9%
2016 21.6% 3.1% 3.4% 6.0% 7.6%
2015 -1.1% 5.4% -0.3% -9.0% 3.5%
2014 5.4% 2.2% 0.1% -4.9% 8.4%

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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)..