Register to get unlimited access to 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 Absolute Return ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance and meeting specific criteria. More information on how Ratings are calculated

Joseph Portera

Joseph Portera

Showing manager performance in Switzerland View performance globally

About Joseph Portera

Born in Brooklyn, New York, in 1959, Joseph Portera began his career at Chemical Bank in 1984, focusing on international research and trading. He switched to a portfolio manager role with ABN-AMRO three years later and has also managed portfolios for Fiduciary Trust Company and Mackay Shields. From their New York base, Portera and MacKay Shields colleague Matt Philo take charge of the Scottish Widows High Income Bond fund. The duo use a mixture of top-down and bottom-up disciplines with strict risk controls to generate consistent good performance. Portera graduated from Fordham University with a BA in Soviet Studies in 1981 and followed this with an MA in International Political Economy & Development.

Runs institutional money

Are you Joseph Portera?

Citywire Rating: AA rated

2017

  • ORated AAA in Oct 2017
  • NRated AA in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 1.6% 0.8%
2016 6.3% 0.8% 2.5% 3.6% -0.7%
2015 -0.6% 2.6% -0.6% -2.3% -0.2%
2014 0.9%

Related News

Bond nominations revealed for Citywire Switzerland awards 2017

Citywire Switzerland announces the shortlist for the Bond sectors.

Invesco’s head of emerging market debt departs

Developing world specialist and Citywire + rated manager ends nearly a decade with asset management firm, Citywire Global has learned.

Invesco assigns new EM head to $500m local currency fund

Recently-recruited fixed income unit chief named as co-manager on strategy overseen by Atlanta-based duo, Citywire Global has learned.

Climbers in EM corporates: managers on the rise revealed

Citywire Global uncovers the managers pouncing on increased corporate governance and offbeat growth bets to rise up the rankings.

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.