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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

Daniel Roarty

Daniel Roarty

Showing manager performance in Luxembourg View performance globally

Citywire Rating: A rated

2013

  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ARated Plus in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017

Performance

over : 31/05/2016 - 31/05/2017
Rank 12/267 Equity - US
Manager Return
10 Giri Devulapally 22.9%
11 James Tierney 22.8%
12 Daniel Roarty 22.8%
13 Mark Phelps 22.5%
14 Stephen Moore 22.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 8.7%
2016 6.6% -7.1% 2.5% 5.4% 6.2%
2015 18.1% 19.6% -1.3% -8.3% 9.1%
2014 25.1% 1.5% 6.1% 6.6% 9.0%
2013 6.4% 8.4%

Related News

US giant streamlines thematic chief’s fund range

Asset management firm unveils plans to merge strategies overseen by Citywire + rated manager due to similar investment styles.

Growth manager quits US group to join EM specialist

EM consumer specialist leaves AB after nine years to join London-based group focused on developing world investment.

Top bets will be the ones best tapping tech, say CIO pair

AllianceBernstein’s Frank Caruso and Daniel Roarty think investors need to better understand how new technology can change industries.

Trawling the tech wilderness: why it's time to go off-benchmark

AllianceBernstein’s Daniel Roarty explains why the fast pace of change in the tech sector can damage index-huggers.

Double manager exit as AllianceBernstein restructures growth team

The US firm has reshuffled its global growth team which has seen two managers leave the group's London and New York offices.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.