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The AAA club: top three newly rated fund managers

The AAA club: top three newly rated fund managers

The AAA rating is the highest accolade Citywire awards fund managers for their risk-adjusted returns, with only a tiny slither of the 15,000 managers in our database hitting these heady heights.

In the latest ratings round-up, there were a total 31 fund managers making their ratings debut and did so by coming in at the very top to sit among the 397 currently AAA-rated names.

Boasting strong risk-adjusted returns and impressive manager ratios, this collective of newly rated names now face a fight to stay within the 10% of top managers.

In this round-up, we zero in on the very top of this elite group to see what tactics and strategies underpin the performance of the very best of the best.

For more information on our ratings and how manager ratios are calculated, please click here.

Karine Petitjean, Aviva Investors

Manager ratio: 0.971

Fund(s): Afer Oblig Monde Entreprises; Aviva Investors Euro Credit Bonds 1-3

Boasting the third best manager ratio of our newly-minted AAA-rated trio is Karine Petitjean of Aviva Investors in France. Petitjean is noted for her outperformance on two bond funds, the Afer Oblig Monde Enterprises, which she has run since June of last year, and the Aviva Investors Euro Credit Bonds 1-3 fund.

She has been on the latter fund, which is a European short-term debt fund, since October 2014. The €64 million fund has exposure to other Aviva funds, while boasting around 94.6% in bonds in general. This is while there is around 4.2% in cash or liquidity instruments at present.

In absolute terms, Petitjean has posted strong three-year numbers of the short-term fund. She sits 26th out of 135-strong peer group over the period to the end of September 2017.

Baijing Yu, Comgest

Manager ratio: 0.974

Fund(s): Comgest Growth Greater China EUR Acc

Posting a narrowly better manager ratio than Petitjean is Comgest manager Baijing Yu, who works alongside fellow Citywire AAA-rated manager David Raper on the French firm’s Greater China fund. This is while Jasmine Kang is also a named manager but not currently rated due to her differing track record length.

Analyst-turned-portfolio manager Yu was added to the Dublin-domiciled fund following the departure of Jun He in late 2014. The fund was previously singled out by Citywire Investment Research for its strong risk-adjusted numbers in performance data to the end of September 2015.

Robert James, TT International

Manager ratio: 1.07

Fund(s): TT Emerging Markets Equity A1 USD; TT Emerging Markets Unconstrained A2

Breaching the 1.0 manager ratio mark is TT International’s Robert James, who enters as the highest newly-rated name in the Citywire database for his stellar risk-adjusted performance in the emerging market equity sector.

James has overseen the TT Emerging Markets Equity fund alongside Niall Paul since March 2011, while he has worked on the TT Emerging Markets Unconstrained with Paul since 2015. He was formerly the head of Latin American equities at Pictet before joining the London-based group in 2011.

On a three-year, absolute return basis, James and Paul sit joint fourth for their collective performance across the two funds in the EM space. This is out of a peer group of 462 fund managers with a three-year track record.

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