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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: AA 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 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 Robert H. Perkins?

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