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

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Daniel Pozen

Daniel Pozen

Showing manager performance in United Kingdom View performance globally

About Daniel Pozen

Daniel Pozen is an equity portfolio manager at Wellington Management Company, where he draws research from the firm’s global industry analysts, portfolio managers and other investment professional. Pozen joined Wellington in 2014.

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Citywire Rating: Not Rated

2017

  • DRated AA in Dec 2017

2018

  • JRated A in Jan 2018
  • FNot rated in Feb 2018
  • MRated A in Mar 2018
  • ARated A in Apr 2018
  • MRated A in May 2018
  • JRated A in Jun 2018
  • JRated A in Jul 2018
  • ARated Plus in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NRated Plus in Nov 2018
  • DNot rated in Dec 2018

2019

  • JNot rated in Jan 2019
  • FNot rated in Feb 2019
  • MNot rated in Mar 2019
  • ANot rated in Apr 2019

Performance

over : 31/03/2018 - 31/03/2019
Rank 132/650 Equity - Global
Manager Return
130 David Liddell 13.2%
130 Alessandro Russo 13.2%
132 Stephen Hermsdorf 13.1%
132 Daniel Pozen 13.1%
134 Wassili Papas 13.0%
134 Wesley Lebeau 13.0%
134 Estelle Menard 13.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.5%
2018 -1.8% -3.2% 5.8% 6.8% -10.2%
2017 12.2% 3.8% 2.1% 3.0% 2.8%
2016 25.4% 6.5% 8.6% 6.4% 1.8%
2015 12.8% 7.2% -5.8% 2.5% 9.0%
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.