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Euro Stars: The best managers in US equities

Euro Stars: The best managers in US equities

On Monday we unveiled our new Euro Stars feature, which revealed more than 200 of the best managers available to investors around Europe from a range of sectors. 42 of these elite invest in the US stockmarket, using a variety of styles and strategies to invest in a wide range of sectors from large caps to small caps.

Top of our US list (which can be found here) is Duilio Ramallo, who has achieved a manager ratio (Citywire's equivalent of the information ratio) of 0.988 over three years with the Robeco US Premium Equities fund. This means he has delivered 0.988% of 'added value' for each 1% of tracking risk he took on with his fund.

Ramallo works for Robeco's US arm Boston Partners, and aims to produce above average returns with lower than average risk levels by investing in 'premium' US opportunities. The firm says that all the holdings in the fund have three characteristics in common 'attractive value, sound business fundamentals and positive business momentum'.

Ramallo says his focus on attractive return-on-equity characteristics, with a bias towards the price he is willing to pay for an attractive growth profile, enables him to outperform in both bull and bear markets.

He can invest across the market cap spectrum and at the end of September this year he had JP Morgan Chase and Pfizer as his two biggest holdings.

Just behind Ramallo in our elite US equity list are Thomas Perkins and Jeffrey Kautz, co-managers of the Perkins US Strategic Value fund. Their risk adjusted performance has resulted in a manager ratio of 0.966 over three years.

Completing the top five are another duo -  Robert Levy and Michael Mangan, managers of the Harris Associates US Large Cap Value fund.

They are followed by the manager of the little-known Caxton Equity fund, Kurt Feuerman and ING US High Dividend manager Adour Sarkissian.

The full list of managers who made our elite Euro Stars list for US equities can be found online here.

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Related Fund Managers

Adour Sarkissian
Adour Sarkissian
13/227 in Equity - US Income (Performance over 3 years) Average Total Return: 37.13%
Jeffrey Kautz
Jeffrey Kautz
Jane M White
Jane M White
Gary C Hatton
Gary C Hatton
Robert F Granahan
Robert F Granahan
John J Granahan
John J Granahan
Robert Levy
Robert Levy
Dan Neuger
Dan Neuger
Stephen Burlingame
Stephen Burlingame
923/938 in Equity - US Small & Medium Companies (Performance over 1 year) Average Total Return: 5.83%
Duilio R. Ramallo
Duilio R. Ramallo
292/1239 in Equity - US (Performance over 3 years) Average Total Return: 33.30%
Thomas Perkins
Thomas Perkins
774/1239 in Equity - US (Performance over 3 years) Average Total Return: 24.97%
Michael Mangan
Michael Mangan
272/1239 in Equity - US (Performance over 3 years) Average Total Return: 33.67%
Kurt Feuerman
Kurt Feuerman
434/1239 in Equity - US (Performance over 3 years) Average Total Return: 30.73%
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