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

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Michael Barakos

Michael Barakos

This manager also holds an Absolute Return Rating: View performance
Showing manager performance globally. You can view performance in individual jurisdictions.

About Michael Barakos

Michael Barakos joined JP Morgan Asset Management as an investment analyst in 1999, having earned a bachelor’s degree in economics from the London School of Economics. He was appointed European investment manager in 2000 and currently co-manages a variety of funds, applying a bottom-up investment style to the UK-domiciled JPM UK Equity and JPM UK Strategic Value funds and the Luxembourg-domiciled JPM Europe Strategic Value and JPM Europe Strategic Growth funds. Born in 1977, Barakos gained early experience of the financial world by working as a risk management accountant for the European Bank for Reconstruction and Development’s treasury department from 1995 to 1996. He followed this with internships at Sigma Securities in Athens and at Deutsche Asset Management before joining JP Morgan. Away from the office he is a keen tennis player and follows the fortunes of Liverpool football Club.

Are you Michael Barakos?

Citywire Rating: AA rated

2005

  • ARated A in Apr 2005
  • MRated A in May 2005
  • JRated A in Jun 2005
  • JRated A in Jul 2005
  • ARated A in Aug 2005
  • SRated A in Sep 2005
  • ORated A in Oct 2005
  • NRated A in Nov 2005
  • DRated AA in Dec 2005

2006

  • JRated AA in Jan 2006
  • FRated A in Feb 2006
  • MRated AA in Mar 2006
  • ARated A in Apr 2006
  • MRated A in May 2006
  • JRated A in Jun 2006
  • JRated A in Jul 2006
  • ARated A in Aug 2006
  • SRated A in Sep 2006
  • ORated A in Oct 2006
  • NRated A in Nov 2006
  • DRated A in Dec 2006

2007

  • JRated AA in Jan 2007
  • FRated A in Feb 2007
  • MRated A in Mar 2007
  • ARated A in Apr 2007
  • MRated A in May 2007
  • JRated AA in Jun 2007
  • JNot rated in Jul 2007
  • ANot rated in Aug 2007
  • SNot rated in Sep 2007
  • ONot rated in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated 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

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated 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

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MNot rated in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ONot rated in Oct 2013
  • NRated Plus in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated Plus in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated Plus in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

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

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated Plus in Apr 2017
  • MRated AA in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017

Performance

over : 31/08/2014 - 31/08/2017
Rank 101/596 Equity - Europe
Manager Return
100 Alexei Jourovski 28.2%
101 Michael Barakos 28.1%
102 Pierre-Alexis Dumont 28.0%
103 Ulrika Bergman 27.9%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.0% 1.9%
2016 1.9% -8.3% -2.1% 6.6% 6.5%
2015 14.5% 17.5% -2.1% -7.2% 7.3%
2014 8.9% 5.0% 2.2% 0.3% 1.2%
2013 27.8% 8.2% 0.0% 8.7% 8.7%
2012 5.0%

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JPM AM reopens top duo's L/S fund to investors

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AA-rated Barakos goes overweight banks for ‘first time in years’

The JPM manager has upped financials exposure in recent trading on his value-focused European equity strategy.

European equity manager set to leave JPM AM

Former professional rugby player-turned-investor to end 14-year stint with asset manager to return to native Australia.

Don’t let emotions cloud judgement, says AA-rated manager

Citywire AA-rated manager explains how acting on emotions rarely leads to smart investment decisions.

Barakos vs Surplice: inside the star managers’ strategies

Citywire Selector runs the rule over the AA-rated pair to see how what has powered their European equity outperformance.

JPM loosens limits on €4.4bn fund as assets slip

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Pharma lacks healthy range of divi plays, says €3.7bn equity star

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...more...
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.