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Warren N. Koontz

Warren N. Koontz

Warren Koontz was born in Newark, Ohio, in 1961 and studied his finance degree at the Ohio State University in Columbus. Warren started his career in 1984 at the Public Employees’ Retirement System of Ohio while studying his MBA. Six years later he moved to The Jeffrey Company where he was a portfolio manager, vice president and treasurer. Prior to joining Loomis, Sayles & Company in 1995 he spent three years in Comerica Bank as senior portfolio manager and vice president. Warren is CFA and CIC Charterholder and a member of the Boston security analysts’ society. His investment style is based in a defensive, cyclical growth and value model. Away from investments he enjoys golf, music and reading.
 —  Invests in own strategies
 —  Runs institutional money
Education:
  • The Ohio State University - Bachelor of Science (Finance) 1983 The Ohio State University - Master Business Administration 1987
  • Finance
  • Charter Financial Analyst (CFA), Chartered Investment Counselor (CIC)
Interests:
  • Golf
  • Music
  • Reading

Citywire Rating: Not Rated

not rated

2013

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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
Prudential Jennison 20/20 Focus Fund;A 26.9 % 3.3 0 %

League Table - Rank 93/206 (2nd quartile)

rank Manager Return
91 Brian M. Condon 91. Brian M. Condon 27.0%
91 Peter Albanese 91. Peter Albanese 27.0%
93 Warren N. Koontz 93. Warren N. Koontz 26.9%
94 Joel M. Shulman 94. Joel M. Shulman 26.8%
95 Stephen DuFour 95. Stephen DuFour 26.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 6.9% 5.4% 6.8%
2016 3.2% -5.4% 1.2% 6.8% 0.9%
2015 4.5% 3.1% 1.7% -7.8% 8.0%
2014 0.4%

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