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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

  • S
  • O
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  • D

2014

  • J
  • F
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  • D

2015

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2016

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  • D

2017

  • J
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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 21.3 % 9.6 -5.8 %

League Table - Rank 121/288 (2nd quartile)

rank Manager Return
119 Joohee An 119. Joohee An 21.5%
120 John Dance 120. John Dance 21.4%
121 Edward Robertson 121. Edward Robertson 21.3%
121 Edward Lam 121. Edward Lam 21.3%
123 Kathryn Langridge 123. Kathryn Langridge 21.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 9.5% 8.9% 8.0%
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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