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

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Stephen A. Gorman

Stephen A. Gorman

Showing manager performance in United Kingdom View performance globally

About Stephen A. Gorman

Stephen Gorman, CFA, is a senior managing director, director of tactical asset allocation and portfolio manager at Wellington Management Company, where he focuses on risk-balanced, alternative beta and diversified growth approaches, including the firm’s Global Managed Risk and Multi-Asset Absolute Return portfolios. Prior to joining the firm in 2008, Gorman worked as chief investment officer and director of research at 2100 Capital Group. He graduated from Dartmouth College with an MBA, high distinction and from the College of the Holy Cross with a BA, magna cum laude in economics.

Are you Stephen A. Gorman?

Citywire Rating: Not Eligible

Stephen A. Gorman does not currently have the required track record to be eligible for a Citywire Rating. See methodology


  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014


  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015


Mixed Assets - Flexible USD
over : 28/02/2019 - 31/05/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.5%
2018 3.5% -4.5%
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.