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

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David Ross

David Ross

Showing manager performance in Switzerland View performance globally

About David Ross

Born in the USA in 1964, David Ross has accumulated over 29 years of investment management experience in managing growth equity funds. Ross has extensive knowledge of US equity markets as well as emerging markets. He joined La Financiere de l'Echiquier on September 1st 2014, taking over the management of the firm's Global Equity products. Ross is a graduate of Yale University and has an MBA from Syracuse University. A Chartered Financial Analyst since 1993, Ross is a member of the CFA Institute and the CFA Society of France.

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Citywire Rating: A rated

2017

  • MNot rated in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated AA in May 2018
  • JRated AAA in Jun 2018
  • JRated AAA in Jul 2018
  • ARated AA in Aug 2018
  • SRated AA in Sep 2018
  • ORated AA in Oct 2018
  • NRated A in Nov 2018
  • DRated A in Dec 2018

Performance

Equity - Global
over : 30/11/2015 - 30/11/2018
Rank 12/387 Equity - Global
Manager Return
10 David J Eiswert 35.0%
11 Peter Frech 34.5%
12 David Ross 32.9%
13 James D. Hamel 32.6%
13 Craigh Cepukenas 32.6%
13 Matthew H. Kamm 32.6%
13 Jason White 32.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 3.3% 9.5% 3.3%
2017 27.1% 9.3% 0.8% 8.7% 6.1%
2016 2.6% -6.1% 1.3% 5.7% 1.9%
2015 6.0% 1.3% -3.3% -1.4% 9.9%
2014 10.5% -4.2% 5.7% 2.5% 6.5%
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.