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J David Wagner

J David Wagner

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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently.

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Dave Wagner graduated from the College of William and Mary in Virginia with a BA in economics, and holds an MBA from the Darden Graduate School of Business, University of Virginia. He started his career as an associate analyst in the antitrust area at National Economic Research Associate Inc. In 2000, he joined T Rowe Price and is currently an Associate Portfolio manager and a Vice President of T. Rowe Price Group. Dave has analytical responsibilities following smaller banks and thrifts in the financial services industry. He applies a bottom up, value-oriented, low turnover approach to pick long term winners. He is a CFA Charterholder.

Citywire Rating: A rated

not rated

2013

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  • D

2014

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  • M
  • J
  • J
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  • D

2015

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  • J
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  • D

2016

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  • F
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  • J
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  • D

2017

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sector performance

Equity - Small-Cap Core

funds managed

fund total return standard deviation max drawdown
John Hancock Small Company Value Fund;NAV 38.5 % 12.9 -12.1 %
T Rowe Price Small-Cap Value Fund 38.5 % 12.4 -11.1 %

League Table - Rank 38/295 (1st quartile)

rank Manager Return
36 Derek Izuel 36. Derek Izuel 38.8%
37 Brian Harvey 37. Brian Harvey 38.7%
38 J David Wagner 38. J David Wagner 38.5%
39 Justin Tugman 39. Justin Tugman 38.0%
39 Robert H. Perkins 39. Robert H. Perkins 38.0%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 0.7% 1.8% 6.0%
2016 30.6% 3.8% 4.3% 6.5% 13.3%
2015 -5.1% 1.3% -0.8% -8.1% 2.8%
2014 -9.3% 7.5%

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