Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration 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 Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Heather K. McPherson

Heather K. McPherson

Showing manager performance in Switzerland View performance globally

About Heather K. McPherson

Heather McPherson is a co-portfolio manager and analyst at T. Rowe Price based in Baltimore. She joined the firm in 2002 and prior to this, she was an analyst at Salomon Smith Barney. Currently, Heather deals in North American equity, using a value investment style. She graduated with a BSc in Managerial Economics from the University of California-Davis and an MBA from Duke University, the Fuqua School of Business.

Are you Heather K. McPherson?

Citywire Rating: + rated

2018

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

Performance

Equity - US
over : 31/10/2017 - 31/10/2018
Rank 201/283 Equity - US
Manager Return
200 Clare Hart 1.9%
201 Heather K. McPherson 1.7%
201 Mark Finn 1.7%
201 John D Linehan 1.7%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -6.1% 6.9% 1.5%
2017 11.0% 2.2% -2.3% 4.0% 6.9%
2016 16.9% -3.2% 3.7% 4.9% 11.0%
2015 -4.0% -3.5% -4.9% -6.0% 11.2%
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.