Walsh has climbed back to being a Citywire AAA-rated manager as a result of his stellar outperformance over the past few months. Along with his co-manager Ferrill Roll, he has the highest total returns in the International Large-Cap Growth sector and boasts the best risk-adjusted figures too. The fund has a concentrated number of holdings, focusing on companies with potential for earnings growth.
Sector manager ratio: 0.79
For the years he ranked 1/40
Taylor and Mondillo are back in the black on the back of their three-year risk adjusted returns. Although munis took a significant hit at the end of last year, the asset class has bounced back in the beginning of 2017. Their portfolio leans more toward the defensive end of high yield, with the majority of it made up of investment grade debt. This means total returns have been below that of the average manager in the sector but the duo has exposed investors to less risk while still beating its benchmark.
Sector manager ratio: 0.19
For the years he ranked 35/53
Talbot has had a solid three years on the fund and has been on an impressive run since achieving his first ever Citywire rating in May last year, having been rated for six of the 10 months since for his risk-adjusted returns. He has a 17% weighting toward healthcare stocks – a noticeable overweight compared to the benchmark’s 11.76% weighting to the sector. His off-benchmark bets have helped him stay ahead of the Russell 2000, returning 31.7% on a total return basis versus 25.6% over three years.
Sector manager ratio: 0.33
For the years he ranked 45/277