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Justin Tugman

Justin Tugman

Justin Tugman is a Portfolio Manager responsible for co-managing the Perkins Small Cap Value and Perkins Mid Cap Value strategies. He has co-managed the Small Cap Value strategy since March 2009 and the Mid Cap Value strategy since March 2015. Mr. Tugman served as a research analyst covering the energy and utility sectors upon joining Perkins in June 2004 through December 2012. Prior to joining Perkins, he worked at Simmons & Company International as an analyst covering the energy sector during his four-year tenure at the firm. He received his bachelor of science degree in finance from the University of Wyoming and an MBA, with a concentration in finance, from Tulane University. He holds the Chartered Financial Analyst designation and has 16 years of financial industry experience.

Citywire Rating: Not Rated

not rated

2014

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2015

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2016

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2017

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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
Janus Henderson Mid Cap Value Fund;T 43.1 % 9.1 -8.4 %

League Table - Rank 60/125 (2nd quartile)

rank Manager Return
59 Michael C. Greene 59. Michael C. Greene 44.4%
60 Justin Tugman 60. Justin Tugman 43.1%
60 Kevin Preloger 60. Kevin Preloger 43.1%
62 Jerry C. Wagner 62. Jerry C. Wagner 43.1%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2018)

year Annual Q1 Q2 Q3 Q4
2018 -2.4% 1.6% 2.6%
2017 13.9% 3.9% 1.3% 2.9% 5.1%
2016 18.8% 3.1% 3.7% 4.7% 6.1%
2015 -1.5% -6.1% 3.9%

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