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

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Evan Bauman

Evan Bauman

Showing manager performance in Luxembourg View performance globally

About Evan Bauman

Evan Bauman graduated with a BS in mathematics from Duke University. He started his career with Legg Mason in 1996 as an intern and currently co-manages the aggressive growth, multi cap growth, all cap growth and diversified large cap strategies. Evan has over 14 years of investment experience.

Are you Evan Bauman?

Citywire Rating: Not Rated

2012

  • JNot rated in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ONot rated in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MNot rated in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated AA in Oct 2013
  • NRated A in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AA in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated A in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus 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
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated 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
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018

Performance

Equity - US
over : 30/06/2015 - 30/06/2018
Rank 184/202 Equity - US
Manager Return
182 Jean Yu 11.9%
182 Sam Peters 11.9%
184 Richie Freeman 11.4%
184 Evan Bauman 11.4%
186 Clare Hart 11.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% 12.4%
2017 -0.5% 7.0% -7.1% -1.4% 1.6%
2016 6.9% -8.3% 0.5% 8.3% 7.1%
2015 5.6% 15.3% -3.8% -12.2% 8.5%
2014 29.4% 4.5% 7.6% 9.6% 5.1%
2013 5.2% 5.1%

Related News

ClearBridge’s Bauman calms clients despite contrarian stance

Equity veteran defends underperformance of his US Aggressive Growth fund.

Three best healthcare managers of the past year revealed

Citywire Selector takes a closer look at fund managers who outperformed their peers in unfavourable market conditions.

Healthcare helps ease volatility pain, says $4bn US equity manager

Legg Mason's Evan Bauman has used cash to capitalise on weakness caused by continued corrections in the biotech sector.

Strong dollar is a ‘crowded trade’, says $4.5bn equity star

ClearBridge Investment’s Evan Bauman is positioning his US equity fund to overlook currency calls and has further piled into energy.

Star US equity duo put cash pile to work with bumper energy bets

Citywire AA-rated managers Evan Bauman and Richie Freeman up exposure on weakness, ahead of ‘major consolidation’ in the sector.

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.