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

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Matthew Benkendorf

Matthew Benkendorf

Showing manager performance in Switzerland View performance globally

About Matthew Benkendorf

Mr Matthew Benkendorf joined Vontobel Asset Management in October 1999 in trade support. After being promoted to trader in 2000, Mr. Benkendorf became a research analyst in 2002 and moved into portfolio management in 2006 as deputy portfolio manager of Vontobel’s European Equity Strategy. In 2008 Mr. Benkendorf continued to grow in his portfolio management role becoming lead portfolio manager of European Equity and deputy portfolio manager of Global Equity and in 2010 became deputy portfolio manager of the Vontobel US Equity Strategy ultimately becoming lead portfolio manager in 2012. As a co-architect of Vontobel’s quality growth philosophy and style and proven success in managing Vontobel’s strategies he was named Chief Investment Officer in March 2016. Mr Benkendorf received a Bachelor of Science in Business Administration (BSBA) in finance from the University of Denver.

Invests in own strategies

Runs institutional money

Are you Matthew Benkendorf?

Citywire Rating: A rated

2011

  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 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
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated AA in Sep 2012
  • ORated AA in Oct 2012
  • NRated A in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated 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 Plus in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JRated Plus in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

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

Performance

over : 31/10/2016 - 31/10/2017
Rank 96/249 Equity - US
Manager Return
94 Luis Beamonte Aisa 24.6%
95 Tim Snyder 24.5%
96 Matthew Benkendorf 24.5%
97 Dennis Ruhl 24.3%
98 Kurt Feuerman 24.3%
98 Anthony Nappo 24.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.3% 0.7% 3.6%
2016 10.0% -3.0% 3.4% 1.6% 7.9%
2015 7.1% -0.4% -3.1% 1.3% 9.5%
2014 20.7% -1.1% 3.7% 6.7% 10.4%
2013 24.4% 13.1% 1.6% 0.9% 7.2%

Related News

Vontobel CIO: why I halved exposure to India

Exposure to the market has dropped from 37% to 16% over the past two years but Matthew Benkendorf remains upbeat.

Vontobel asset management profits fall 19%

Asset management business detracts amid falling results of the group.

Ex-Vontobel star Rajiv Jain gives EFGAM exclusive rights to his EM fund

Swiss asset management firm teams up with Miami boutique to offer clients EM strategy based on Jain's two decades of experience.

Vontobel’s Bandsma explains post-Jain lag on €4.4bn EM fund

Failure to capture rallying energy names led Swiss group’s large-scale fund to underperform, says successor.

Vontobel EM fund flows rebound after Jain exit

Swiss group reports strong return of capital into flagship developing world strategy after star departure led to drop.

EM equity veteran Rajiv Jain quits Vontobel

Asset manager announces changes in growth boutique after Citywire A-rated manager announces resignation.

Vontobel rebrands four funds to shed value focus

Swiss asset management group seeks to rectify potentially ‘misleading’ names of core funds in its equity SICAV range.

Vontobel reveals spate of senior appointments

Asset management firm announces promotions for two leading equity managers who assume manager director roles.

Vontobel star Jain sets out expansion plans

Investment chief and equity specialist sets out aim to bolster management teams at value-driven arm of Swiss asset management firm.

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.