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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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  • A
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  • D

2015

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  • F
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  • J
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  • D

2016

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  • F
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  • D

2017

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  • F
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  • J
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sector performance

funds managed

fund total return standard deviation max drawdown
Janus Henderson Small Cap Value Fund;L 38.0 % 11.1 -9.6 %

League Table - Rank 39/295 (1st quartile)

rank Manager Return
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%
41 Osman Ali 41. Osman Ali 38.0%
41 Len Ioffe 41. Len Ioffe 38.0%
41 Dennis Walsh 41. Dennis Walsh 38.0%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 1.8% 2.2% 3.2%
2016 26.5% 3.9% 3.5% 6.8% 10.2%
2015 -2.5% 3.3% -0.4% -8.0% 3.0%
2014 7.5% 2.1% 3.1% -4.7% 7.1%
2013 29.9% 11.3% 1.2% 5.3% 9.5%

Are you Justin Tugman?

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