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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 28.4 % 7.0 -0.9 %

League Table - Rank 170/286 (3rd quartile)

rank Manager Return
168 Rajiv Jain 168. Rajiv Jain 28.7%
169 James Donald 169. James Donald 28.6%
170 Edward Robertson 170. Edward Robertson 28.4%
170 Edward Lam 170. Edward Lam 28.4%
172 Steven Cao 172. Steven Cao 28.4%
172 Borge Endresen 172. Borge Endresen 28.4%
172 Brent Bates 172. Brent Bates 28.4%
172 Mark Jason 172. Mark Jason 28.4%
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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