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

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Justin Tugman

Justin Tugman

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

About Justin Tugman

Justin Tugman is a Portfolio Manager responsible for co-managing the Perkins Small Cap Value and Perkins Mid Cap Value strategies. He has co-managed the Small Cap Value strategy since March 2009 and the Mid Cap Value strategy since March 2015. Mr. Tugman served as a research analyst covering the energy and utility sectors upon joining Perkins in June 2004 through December 2012. Prior to joining Perkins, he worked at Simmons & Company International as an analyst covering the energy sector during his four-year tenure at the firm. He received his bachelor of science degree in finance from the University of Wyoming and an MBA, with a concentration in finance, from Tulane University. He holds the Chartered Financial Analyst designation and has 16 years of financial industry experience.

Are you Justin Tugman?

Citywire Rating: A rated

2014

  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated A in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

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

2017

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

Performance

over : 31/10/2016 - 31/10/2017
Manager Return
608 David Harden 22.9%
608 Richard Thawley 22.9%
610 Robert H. Perkins 22.9%
610 Justin Tugman 22.9%
610 Jeff John 22.9%
610 Miles Lewis 22.9%
610 Robert J. Mancuso 22.9%
610 Christopher Colarik 22.9%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.8% 2.2% 3.2%
2016 26.5% 3.9% 3.5% 6.8% 10.2%
2015 -2.5% 3.3% -0.4% -8.0% 3.0%
2014 7.5% 2.1% 3.1% -4.7% 7.1%
2013 29.9% 11.3% 1.2% 5.3% 9.5%

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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.