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

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Thomas Ognar

Thomas Ognar

Showing manager performance in Switzerland View performance globally

About Thomas Ognar

Thomas Ognar was born in the early seventies in the USA. He studied finance at Miami University and the University of Wisconsin gaining a BA and an MSc from each respectively. He started his career as a trader at Republic Securities before joining M&I Investment Management as an analyst. In 1998 he joined Strong Capital Management where he was a portfolio manager for seven years before joining Wells Fargo where he currently runs US equity funds. Outside of fund management he likes to unwind by fishing and playing golf.

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Citywire Rating: + rated

2011

  • JNot rated in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated AA in Oct 2011
  • NRated A in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated A in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ARated A in Apr 2012
  • MRated AAA in May 2012
  • JRated AAA in Jun 2012
  • JRated AA in Jul 2012
  • ARated AA 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 AA in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated 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
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated 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
  • MNot rated in May 2018
  • JRated Plus in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SRated Plus in Sep 2018

Performance

Equity - US
over : 31/08/2017 - 31/08/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 4.5% 9.6%
2017 27.9% 9.7% 0.9% 7.7% 7.3%
2016 -1.2% -9.4% 3.1% 5.3% 0.5%
2015 2.4% 1.5% -3.9% -3.4% 8.6%
2014 18.0% -1.9% 2.8% 7.5% 8.8%
2013 6.1%

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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.