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

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Mark Phelps

Mark Phelps

Showing manager performance in Luxembourg View performance globally

About Mark Phelps

Mark Phelps brings military precision to his investment management strategies having completed graduate training at Sandhurst and having served in the armed forces for three years between 1981 and 1984. He joined W.P. Stewart in February 2005 and is currently an analyst/ portfolio manager and became managing director of Global Investments in 2007. He has over two decades of experience in investment research and portfolio management. Prior to joining W.P Stewart he held senior positions with Dresdner Bank both in London and San Francisco. Most recently he served as chief investment officer for global equities at Dresdner RCM in San Francisco. Mark holds a BA (Hons) in Economics from the University of York.

Are you Mark Phelps?

Citywire Rating: AA rated

2012

  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated 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
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated Plus in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated Plus in Jun 2014
  • JRated A in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JRated Plus 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

  • JRated Plus in Jan 2016
  • FRated Plus 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
  • ARated Plus in Aug 2016
  • SNot rated in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

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

Performance

over : 31/05/2014 - 31/05/2017
Rank 13/205 Equity - US
Manager Return
11 Daniel Roarty 68.3%
12 Larry J Puglia 68.1%
13 Mark Phelps 67.4%
14 Mike Pytosh 66.8%
14 Jeff Bianchi 66.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.7%
2016 9.0% -7.1% 0.2% 7.7% 8.8%
2015 12.5% 14.6% -1.8% -6.4% 6.8%
2014 28.0% -3.1% 7.2% 10.4% 11.7%
2013 29.4% 14.2% 1.3% 2.2% 9.4%
2012 6.3% -4.5%

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Buy & hold veteran: why I had to drop Buffett-backed stock

High conviction investor Mark Phelps explains why he sold out of a strongly performing stock once Berkshire Hathaway became interested.

Buy & hold veteran reveals two latest growth stock additions

Citywire + rated Mark Phelps outlines the rationale between the newest stocks in his low-turnaround, high concentration global equity fund.

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US managers back cyclicals after Dow Jones’s historic high

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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.