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Heather K. McPherson

Heather K. McPherson

Showing manager performance in United Kingdom 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.

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Citywire Rating: Not 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
  • 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
  • MNot rated in May 2019
  • JNot rated in Jun 2019

Performance

Equity - US
over : 31/05/2018 - 31/05/2019
Rank 168/295 Equity - US
Manager Return
167 Erik Rubingh 5.3%
168 John D Linehan 5.3%
168 Mark Finn 5.3%
168 Heather K. McPherson 5.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.3%
2018 -5.4% -8.0% 9.8% 4.7% -10.5%
2017 6.0% 2.5% -1.8% -0.3% 5.5%
2016 37.4% 3.8% 9.6% 8.5% 11.3%
2015 0.8% 3.7% -6.7% -6.7% 11.6%
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.