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Justin Tugman

Justin Tugman

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

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Justin Tugman is a Portfolio Manager responsible for co-managing the Perkins Small Cap Value and Perkins Mid Cap Value strategies. He has co-managed the Small Cap Value strategy since March 2009 and the Mid Cap Value strategy since March 2015. Mr. Tugman served as a research analyst covering the energy and utility sectors upon joining Perkins in June 2004 through December 2012. Prior to joining Perkins, he worked at Simmons & Company International as an analyst covering the energy sector during his four-year tenure at the firm. He received his bachelor of science degree in finance from the University of Wyoming and an MBA, with a concentration in finance, from Tulane University. He holds the Chartered Financial Analyst designation and has 16 years of financial industry experience.

Citywire Rating: A rated

not rated

2014

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2015

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2016

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2017

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sector performance

funds managed

fund total return standard deviation max drawdown
Janus Henderson Mid Cap Value Fund;T 18.7 % 7.2 -1.3 %

League Table - Rank 97/155 (3rd quartile)

rank Manager Return
95 Matthew D. Gershuny 95. Matthew D. Gershuny 18.8%
95 Lori A. Keith 95. Lori A. Keith 18.8%
97 Kevin Preloger 97. Kevin Preloger 18.7%
97 Thomas Perkins 97. Thomas Perkins 18.7%
97 Justin Tugman 97. Justin Tugman 18.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 3.9% 1.3% 2.9%
2016 17.7% 3.1% 3.7% 4.7% 5.2%
2015 -1.5% -6.1% 3.9%

Are you Justin Tugman?

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