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

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Mark Conrad

Mark Conrad

Showing manager performance in United Kingdom View performance globally

About Mark Conrad

Mark Conrad joined Algebris when it launched in the summer of 2006. He focuses on North American equities and oversees the Income Fund, working closely with the credit team. Prior to joining Algebris, Mark worked at Wellington Management in Boston where he was responsible for research on global life insurance and international bank equities. He had previously worked in Wellington's Equity Product Management group, with a focus on global growth and small cap portfolios. Mark lived for seven years in London with his family. They moved back to the US in 2013 and launched the Boston office for Algebris shortly thereafter. Mark is a CFA charter holder and holds a BA, magna cum laude, in history and political science from Williams College. He recently joined the board of trustees at Kingswood-Oxford School in Connecticut, and volunteers at Capitol Squash, a joint squash/academic program for inner-city kids in Hartford.

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Citywire Rating: Not Rated

2017

  • NRated Plus in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated A in May 2018
  • JRated Plus in Jun 2018
  • JRated Plus in Jul 2018
  • ARated Plus in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NNot rated 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

Mixed Assets - Aggressive EUR
over : 31/03/2018 - 31/03/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.6%
2018 -16.3% -2.2% -4.0% 1.8% -12.4%
2017 21.8% 6.1% 6.8% 4.3% 3.1%
2016 23.6% 0.5% 1.2% 11.6% 8.8%
2015 -2.0% 0.3% -2.0% -2.0% 1.7%
2014 -2.9% -2.6% 0.8%
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.