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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

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2014

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2015

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2016

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2017

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sector performance

Equity - Emerging Markets

funds managed

fund total return standard deviation max drawdown
Brown Advisory - Somerset Emerging Markets Fd;Inst 8.3 % 10.2 -5.8 %

League Table - Rank 271/311 (4th quartile)

rank Manager Return
271 Edward Lam 271. Edward Lam 8.3%
271 Edward Robertson 271. Edward Robertson 8.3%
273 Prashant Khemka 273. Prashant Khemka 8.1%
273 Basak Yavuz 273. Basak Yavuz 8.1%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2017)

year Annual Q1 Q2 Q3 Q4
2017 9.5%
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% -2.7% -3.7% 3.1% -0.3%

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