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Thomas Rozycki

Thomas Rozycki

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

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Thomas Rozycki is a portfolio manager at Principal Global Equities. He is responsible for the management of the Midcap Core and Blue Chip equity portfolios. Thomas joined the firm in 2001. He received a bachelor’s degree in finance from Drake University. Tom has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

Citywire Rating: AA rated

not rated

2015

  • J
  • J
  • A
  • S
  • O
  • N
  • D

2016

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O

sector performance

funds managed

fund total return standard deviation max drawdown
Principal Blue Chip Fund;Inst 19.9 % 5.9 -1.5 %

League Table - Rank 95/203 (2nd quartile)

rank Manager Return
95 K. William Nolin 95. K. William Nolin 19.9%
95 Thomas Rozycki 95. Thomas Rozycki 19.9%
97 Andrew Acheson 97. Andrew Acheson 19.8%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 8.1% 5.3% 6.0%
2016 8.9% 0.3% 1.7% 7.4% -0.6%
2015 5.4% 2.8% 1.1% -4.4% 6.0%
2014 10.8% 1.1% 4.7% -0.9% 5.6%
2013 29.3% 10.2% 2.2% 4.4% 9.9%

Are you Thomas Rozycki?

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