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James H. Shakin

James H. Shakin

i

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

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James Shakin, CFA, is a senior managing director and equity portfolio manager at Wellington Management Company based in Boston. He is a portfolio manager in global equity portfolio management and leader of the Wellington’s International Contrarian Value Team and is a member of the Multi-Strategy Review Group. Shakin joined the firm in 1986 after graduating from the University of Pennsylvania with a BSc in economics. He is a member of the CFA institute and the Boston Security Analysts Society.

Citywire Rating: AA rated

not rated

2016

  • A
  • S
  • O
  • N
  • D

2017

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

2018

  • J
  • F
  • M
  • A
  • M
  • J
  • J

sector performance

funds managed

fund total return standard deviation max drawdown
Hartford International Value Fund;I 24.8 % 12.2 -15.8 %

League Table - Rank 1/42 (1st quartile)

rank Manager Return
1 James H. Shakin 1. James H. Shakin 24.8%
1 Andrew M. Corry 1. Andrew M. Corry 24.8%
3 Bernard Horn 3. Bernard Horn 20.1%
3 Sumanta Biswas 3. Sumanta Biswas 20.1%
3 Bin Xiao 3. Bin Xiao 20.1%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 -0.7% -4.6%
2017 24.8% 7.4% 5.2% 6.3% 3.9%
2016 14.1% -2.7% 0.1% 12.8% 3.9%
2015 1.2% 5.3% 3.9% -10.8% 3.8%
2014 -4.7% 3.5% 4.6% -6.4% -5.9%
2013 7.9%

Are you James H. Shakin?

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