Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance and meeting specific criteria. More information on how Ratings are calculated

Stephen A. Gorman

Stephen A. Gorman

Showing manager performance in Luxembourg View performance globally

About Stephen A. Gorman

Stephen Gorman, CFA, is a senior managing director, director of tactical asset allocation and portfolio manager at Wellington Management Company, where he focuses on risk-balanced, alternative beta and diversified growth approaches, including the firm’s Global Managed Risk and Multi-Asset Absolute Return portfolios. Prior to joining the firm in 2008, Gorman worked as chief investment officer and director of research at 2100 Capital Group. He graduated from Dartmouth College with an MBA, high distinction and from the College of the Holy Cross with a BA, magna cum laude in economics.

Are you Stephen A. Gorman?

Citywire Rating: Not Eligible

Stephen A. Gorman does not currently have the required track record to be eligible for a Citywire Rating. See methodology

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
  • 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
  • ORated Plus in Oct 2017

Performance

Alternative UCITS - Multi Strategy
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 -1.4% 0.3%
2017 3.7% 1.4% 0.3% 1.5% 0.5%
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.