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Jeff Urbina

Jeff Urbina

Showing manager performance in Switzerland View performance globally

About Jeff Urbina

Jeff Urbina was born in Middleton, New York in 1955. He joined William Blair & Company in 1996 as part of the international growth team. He oversees international small cap and emerging markets strategy and research. Previously, he was a senior vice president and portfolio manager at Van Kampen. He also served as the director of research and was a member of the Investment Policy Committee for the firm. Prior to joining Van Kampen in 1991, Jeff spent almost 15 years in the commercial banking business with Citibank where he was a vice president and senior relationship manager in the bank’s real estate group, and with Harris Bank in Chicago where he was an international banking officer. He graduated with a B.A. from Northwestern University and M.M. from the Northwestern University Kellogg Graduate School of Management. Outside of fund management he is keen on music and theatre.

Invests in own strategies

Runs institutional money

Are you Jeff Urbina?

Citywire Rating: Not Rated

2011

  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SRated A in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MNot rated in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

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

2015

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

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JRated Plus in Jul 2016
  • ANot rated in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus 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
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ONot rated in Oct 2017

Performance

Equity - Global Emerging Markets
over : 30/09/2016 - 30/09/2017
Manager Return
64 José Luis García 23.9%
64 Robert Lau 23.9%
66 Jeff Urbina 23.8%
66 Todd McClone 23.8%
68 Chady Jouni 23.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.7% 4.0% 12.5%
2016 3.2% -3.0% 5.0% 6.1% -4.4%
2015 -14.3% -0.3% -4.7% -13.3% 3.9%
2014 14.4% -0.8% 6.8% 5.6% 2.2%
2013 -2.7% 4.2% -7.9% -0.2% 1.5%
2012 2.8%

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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 the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.