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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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2018

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sector performance

Equity - Emerging Markets Funds

funds managed

fund total return standard deviation max drawdown
Brown Advisory - Somerset Emerging Markets Fd;Inst 23.6 % 8.1 -3.3 %

League Table - Rank 159/301 (3rd quartile)

rank Manager Return
157 Russell Hoss 157. Russell Hoss 23.6%
157 Richard Hoss 157. Richard Hoss 23.6%
159 Edward Robertson 159. Edward Robertson 23.6%
159 Edward Lam 159. Edward Lam 23.6%
161 Frank Holmes 161. Frank Holmes 23.4%
161 Ralph Aldis 161. Ralph Aldis 23.4%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2018)

year Annual Q1 Q2 Q3 Q4
2018 1.7%
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%

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