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

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Dan Roberts

Dan Roberts

Showing manager performance globally. You can view performance in individual jurisdictions.

About Dan Roberts

Dan Roberts has over 30 years of industry experience. He runs several Nordea fixed income funds on behalf of MacKay Shields LLC. Before joining Mackay Shields (then Pareto Partners) Dan was a managing director at UBS, and also served on the US Congress Joint Economic Committee at the White house for two years. Dan was born in the mid-fifties and hails from Iowa. He studied economics at the University of Iowa and graduated with a PhD and a BBA.

Are you Dan Roberts?

Citywire Rating: Not Rated


  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JRated A in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011


  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated A in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012


  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013


  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014


  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JNot rated in Jul 2015
  • ARated Plus in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015


  • 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


  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017


over : 31/03/2016 - 31/03/2017
Manager Return
138 John Shaw 7.5%
138 Geof Marshall 7.5%
140 Dan Roberts 7.4%
141 Tom Lundsten 7.4%
142 Tatjana Greil Castro 7.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 3.2%
2016 10.7% 6.3% 1.7% 5.9% -3.2%
2015 -11.6% -6.2% 2.3% -5.2% -2.9%
2014 -7.1% 2.9% 2.1% -7.3% -4.6%
2013 9.3% 0.2% -1.1% 4.9% 5.2%
2012 -2.7% 6.1% 6.2%

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Bond veteran Roberts: high yield rally could last two more years

New York-based manager ups high yield exposure to over two-thirds of unconstrained bond fund with a strongly bullish outlook.

Bond veteran Roberts: why I'm shunning the bank loans market

VIDEO: The global fixed income head at MacKay Shields says, despite the ‘significant’ demand, there is little attractiveness in this sector.

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Investment firm unveils suite of new strategies across fixed income and emerging market equities.

High hopes: sector specialists on the outlook for high yield

Fixed income managers trade views on how QE will impact issuance and where the real competition is coming from.

Nordea in fund launch with US bond star Gundlach

The Nordic group has hired the 'other Bill Gross' for a total return bond fund launch.

High yield is my hedge to Fed raising rates, says top bond manager

Investors could be in for a big shock, says MacKay Shields’ CIO Dan Roberts when they realise the Fed’s low rates policy may not have been a promise.

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.