Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Edward Robertson

Edward Robertson

Londoner Edward Robertson is founding partner and lead manager at Somerset since 2007. He currently manages two equity funds with a value and stock picking style and price to earning is his key valuation metric. Edward manages institutional mandates and is an investor in his own strategies. Prior joining Somerset, he worked at Lloyd George Management and Cazenove Securities and has accumulated more than 15 years’ experience in the financial industry.
 —  Invests in own strategies
 —  Runs institutional money
Equities Investment Style:
  • Value

Citywire Rating: Not Rated

not rated

2013

  • S
  • O
  • N
  • D

2014

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2015

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2016

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2018

  • J
  • F

sector performance

Equity - Emerging Markets Funds

funds managed

fund total return standard deviation max drawdown
Brown Advisory - Somerset Emerging Markets Fd;Inst 30.7 % 6.0 -0.9 %

League Table - Rank 220/300 (3rd quartile)

rank Manager Return
218 Andrew Miller 218. Andrew Miller 31.0%
218 Philippe Langham 218. Philippe Langham 31.0%
220 Edward Robertson 220. Edward Robertson 30.7%
220 Edward Lam 220. Edward Lam 30.7%
222 Jai Jacob 222. Jai Jacob 30.6%
222 Steve Marra 222. Steve Marra 30.6%
View full league table

Total Return

Month by Month Performance

Quarterly (to 01/01/2018)

year Annual Q1 Q2 Q3 Q4
2017 33.1% 9.5% 8.9% 8.0% 3.4%
2016 3.7% 4.9% -0.1% 5.0% -5.7%
2015 -13.1% 3.3% -0.8% -14.6% -0.7%
2014 -0.2% -1.3% 7.1% -3.9% -1.8%
2013 -3.7% 3.1% -0.3%

Are you Edward Robertson?

We are constantly updating our comprehensive database of fund managers and their career history. If you are (or represent) Edward Robertson and would like to update or provide biographical information for this factsheet please email manager-research@citywire.co.uk