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

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Josh Spencer

Josh Spencer

Showing manager performance in Luxembourg View performance globally

About Josh Spencer

Joshua Spencer is a portfolio manager and research analyst in the U.S. Equity Division of T. Rowe Price. Prior to joining the firm in 2004, he was employed by Fidelity Investments as a research analyst and sector fund portfolio manager specializing in the consumer industry. Joshua earned a B.A. in Economics from Johns Hopkins University and also holds an M.A. in Economics from the University of Chicago and an M.B.A. in Finance and Accounting from the University of Chicago Booth School of Business. He has earned the CFA designation.

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Citywire Rating: Not Rated

2015

  • ORated AAA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AAA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AA in Sep 2016
  • ORated AA in Oct 2016
  • NRated AA in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated AA in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AA in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated A in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated A in May 2018
  • JRated A in Jun 2018
  • JRated A in Jul 2018
  • ARated Plus in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018

Performance

Equity - Technology
over : 30/09/2017 - 30/09/2018
Rank 44/45 Equity - Technology
Manager Return
41 John Baker 10.7%
41 Jonathan Ingram 10.7%
41 Anis Lahlou-Abid 10.7%
44 Josh Spencer 9.1%
45 Anita M. Killian -4.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% 9.4% -4.9%
2017 28.3% 15.4% 2.3% 3.3% 5.2%
2016 8.1% -9.5% 3.8% 12.6% 2.2%
2015 -5.2% 20.4%

Related News

AA-rated tech star: all companies need to invest in AI

VIDEO: T Rowe Price’s Josh Spencer talks all things AI and whether or not the tech bubble will burst.

Netflix will see off streaming rivals, says AA-rated Spencer

Online streaming's growth disrupted traditional models but established firms have to innovative, says T Rowe Price manager.

Buffett buys $1bn Apple stake: managers react

Industry experts offer their view on whether the value veteran's power play for tech giant will be a masterstroke.

Tech tumbles and triumphs: top managers react to Q1 earnings

Citywire Selector asked leading names if investors should now tune in to tech or start switching off following a mixed period of performance.

Microsoft is a better bet than Apple, says tech star Spencer

Citywire AAA-rated manager believes the company has positioned itself ahead of greatest rival for first time in a decade.

Apple appeal: specialists react to the tech giant’s record figures

After the US firm announced record earnings, Citywire Global asked leading managers where they think the company can go from here.

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.