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

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Mark Sherlock

Mark Sherlock

Showing manager performance in Luxembourg View performance globally

About Mark Sherlock

Mark Sherlock joined the Hermes US SMID team in February 2009 as co-manager of the Hermes US SMID Cap strategy and became lead manager in October 2013. He initially joined Hermes in 2005 as an analyst and fund manager on the UK Focus Fund. Prior to this, he was an investment analyst at Rio Tinto Pension Fund, where he had responsibility for the small and mid cap portion of the portfolio. Mark qualified as a Chartered Accountant with PricewaterhouseCoopers in 2002. He has a degree in Politics from Durham University, is a CFA charterholder and a Fellow of ICAEW.

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Citywire Rating: Not Rated

2017

  • FRated A in Feb 2017
  • MRated AA in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated Plus in Jul 2017
  • ANot rated in Aug 2017
  • SRated Plus in Sep 2017
  • ONot rated in Oct 2017
  • NRated Plus in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JRated Plus in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus 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 Small & Medium Companies
over : 30/06/2017 - 30/06/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.3% 11.4%
2017 -1.8% 0.1% -4.4% -1.8% 4.6%
2016 24.7% -0.3% 3.9% 5.7% 13.9%
2015 13.2% 18.6% -2.9% -10.0% 9.2%
2014 21.6% -0.5% 5.7% 5.7% 9.4%
2013 5.6% 5.7%

Related News

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VIDEO: Hermes IM’s Mark Sherlock also reveals his best and worst stock bets of the last 12 months.

A-rated Sherlock: Trump's pro-growth plans could power small-caps

VIDEO: Hermes specialist says the newly-elected President has built on a strong foundation and helped moved the economy to a pro-growth stance.

US small-cap specialist: my offbeat bank bet riding Chinese growth

Russell 2500 companies are insulated from a Chinese shock but gains can be made, says Hermes’ Mark Sherlock.

High quality US small-caps set to shine, says Hermes’ Sherlock

Small- and mid-cap specialist believes firms with stronger fundamentals will come to the fore as liquidity-driven gains dry up for lesser quality names.

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.