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William Gentry Lee, Jr.

William Gentry Lee, Jr.

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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently.

More information on how Ratings are calculated

Citywire Rating: A rated

not rated

2017

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

2018

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

sector performance

Equity - Global Large-Cap Core

funds managed

fund total return standard deviation max drawdown
Sarofim Equity Fund 14.4 % 8.9 -7.2 %

League Table - Rank 1/25 (1st quartile)

rank Manager Return
1 Fayez Sarofim 1. Fayez Sarofim 14.4%
1 William Gentry Lee, Jr. 1. William Gentry Lee, Jr. 14.4%
1 Reynaldo Reza 1. Reynaldo Reza 14.4%
1 Alan R. Christensen 1. Alan R. Christensen 14.4%
5 Arthur Q. Johnson 5. Arthur Q. Johnson 13.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 -2.0% 3.3%
2017 25.8% 7.5% 4.7% 4.3% 7.2%
2016 7.6% 1.5% 2.0% 2.1% 1.8%
2015 -3.4% -0.7% -0.3% -7.4% 5.2%
2014 6.6% -0.2% 2.0%

Are you William Gentry Lee, Jr.?

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