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Robert H. Perkins

Robert H. Perkins

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

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Bob Perkins is a Portfolio Manager responsible for co-managing the Perkins Small Cap Value and Select Value strategies. He has managed the Small Cap Value strategy since October 1987 and the All Cap Value Select strategy since its inception in December 2011. Prior to co-founding Perkins, Wolf, McDonnell and Company, LLC (now Perkins Investment Management LLC) in 1980, Mr. Perkins spent 12 years with Kemper Financial where he managed two funds: the Kemper Summit Fund and the Kemper Growth Fund. From 1970 to 1980, he also co-managed Kemper’s profit-sharing plan. Mr. Perkins received his bachelor of science degree in business from Miami University and has 50 years of financial industry experience.

Citywire Rating: + rated

not rated

2014

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2015

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2016

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2017

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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
Janus Henderson Small Cap Value Fund;L 44.4 % 10.9 -9.6 %

League Table - Rank 71/306 (1st quartile)

rank Manager Return
69 Thomas P. Lettenberger 69. Thomas P. Lettenberger 44.5%
69 David A. Corris 69. David A. Corris 44.5%
71 Robert H. Perkins 71. Robert H. Perkins 44.4%
71 Justin Tugman 71. Justin Tugman 44.4%
73 Jason Ronovech 73. Jason Ronovech 44.0%
View full league table

Total Return

Month by Month Performance

Quarterly (to 01/01/2018)

year Annual Q1 Q2 Q3 Q4
2017 12.9% 1.8% 2.2% 3.2% 5.1%
2016 26.6% 3.9% 3.5% 6.8% 10.3%
2015 -2.5% 3.3% -0.4% -8.0% 3.0%
2014 7.5% 2.1% 3.1% -4.7% 7.1%
2013 1.2% 5.3% 9.5%

Are you Robert H. Perkins?

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