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The top female fund managers in seven major markets

Citywire reveals the top 10 managers on a risk-adjusted basis over the past three years.

Improvers and movers

One year on from Citywire’s inaugural Alpha Female project, which investigated the role of female fund managers in the industry, we have revisited the top-performer rankings with Alpha Female 2017 to see how they compare across different territories.

In last year’s figures, Elizabeth Soon of PineBridge dominated proceedings and was ranked best on a risk-adjusted basis in five of the six major markets covered by Citywire. But has she held onto top spot one year on and does the inclusion of the Swiss market throw up any new names? Let’s take a look.

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Germany

Much in a similar way to how Soon was the stand-out performer in last year’s round-up, HSBC GAM’s Elina Fung has put forward a compelling period of risk-adjusted performance which sees her lead the field in all seven of the core markets covered in this round-up.

Fung runs two Asia-focused small-cap equity strategies for the group, with the Ucits-compliant version having been hard-closed in April of this year following a substantial growth in investor interest.

She is ahead of Laura Trost , who is Citywire AAA-rated and oversees the frontier market equity fund, Lumen Vietnam. She has been AAA-rated by Citywire for her cross-border performance in each of the past 14 months.

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France

Fung also sits at the top of the pile among managers with funds registered for sale in France, with BlackRock’s Emily Dong taking second place. Dong is also excelling in the Asian equity market, where she is a named manager on three growth-focused strategies.

Dong, who runs all the funds alongside Citywire AA-rated Andrew Swan, has been with BlackRock since 2010 and brings specialist knowledge of the Chinese equity market. In total, she is ranked as the second best risk-adjusted performer in four of the seven core markets.

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Italy

Italy boasts the same top trio as both France and Spain, with Elina Fung being the biggest outperformer in risk-adjusted terms. This is with Emily Dong of BlackRock taking second place and Amundi’s Caroline Gauthier rounding out the top three.

In fact, the only manager that is different between Italy and Spain is Chantana Ward of Comgest, who is ranked 10th in Italy but does not feature in Spain. The Asian equity specialist runs several funds at the French group, covering broad Asia Pacific, Japan and also a Vietnam-focused fund.

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Spain

While Chantana Ward occupies 10th spot in the almost identical Italian list of female fund managers, this honour falls to Sylvie Sejournet in the Spanish rankings. The Pictet thematics specialist has produced outperformance while working alongside Nolan Hoffmeyer on the Pictet-Digital fund, which focuses on technological and digital developments worldwide.

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Switzerland

Having not been included in the line-up last year, the list of female fund managers registered for sale in Switzerland with the strongest outperformance shows only minimal variation from the list of dominant managers elsewhere.

Elina Fung leads the group, while Laura Trost, who also features prominently in the German list, takes second place. While many of the top 10 are familiar, Severine Cauchie of Lombard Odier Investment Solutions emerges as a domestic champion for her work on a Swiss-focused real estate fund.

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UK

Reflecting the same top three as a number of markets, the UK list differs with the entries of Carina Baranova and Joanna Kwok in fourth and fifth. Baranova works on a Jersey-domiciled real estate fund, Coast Freehold Income Qualified fund, alongside Sven Miserey, which was launched in 2012.

Meanwhile, Kwok is a named manager on three Asia-focused equity funds at JPM Asset Management, which cover broad Asia, Asia growth and also small-cap companies in the region. She has been a portfolio manager at the group since 2005.

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US

The list showing the most variation – albeit with Elina Fung leading the pack – is the rundown of top female fund managers running funds registered for sale in the United States. Here Natalie N. Trevithick is the second-most highly-rated manager for her work on two bond funds at Payden. These are the Payden Corporate Bond and Payden Global Fixed Income funds.

Meanwhile, Nicole Kornitzer of Buffalo Mutual Funds is the third most highly-ranked, this is due to her work on the Buffalo International Fund. This US-domiciled strategy focuses on uncovering international growth stocks and sees Kornitzer sit in Paris.

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Related Fund Managers

Caroline Gauthier
Caroline Gauthier
7/44 in Equity - EuroZone Small & Medium Companies (Performance over 3 years) Average Total Return: 83.00%
Severine Cauchie
Severine Cauchie
44/63 in Property - European Equity (Performance over 3 years) Average Total Return: 23.67%
Nicole Kornitzer
Nicole Kornitzer
59/336 in Equity - Global ex US (Performance over 3 years) Average Total Return: 32.86%
Laura Trost
Laura Trost
13/47 in Equity - Emerging Markets Asia (Performance over 3 years) Average Total Return: 47.90%
Chantana Ward
Chantana Ward
15/47 in Equity - Emerging Markets Asia (Performance over 3 years) Average Total Return: 47.41%
Sven Miserey
Sven Miserey
1/16 in Property - UK Physical (Performance over 3 years) Average Total Return: 35.15%
Elizabeth Soon
Elizabeth Soon
3/28 in Equity - Asia Pacific Small & Medium Companies (Performance over 3 years) Average Total Return: 46.29%
Elina Fung
Elina Fung
1/28 in Equity - Asia Pacific Small & Medium Companies (Performance over 3 years) Average Total Return: 52.93%
Natalie N. Trevithick
Natalie N. Trevithick
9/122 in Bonds - US Dollar Corporates (Performance over 3 years) Average Total Return: 17.25%
Sylvie Sejournet
Sylvie Sejournet
7/17 in Equity - Technology, Media & Telecoms (Performance over 3 years) Average Total Return: 58.26%
Nolan Hoffmeyer
Nolan Hoffmeyer
8/17 in Equity - Technology, Media & Telecoms (Performance over 3 years) Average Total Return: 58.26%
Emily Dong
Emily Dong
25/221 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 47.77%
Andrew Swan
Andrew Swan
46/221 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 42.58%
Joanna Kwok
Joanna Kwok
8/221 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 53.48%
Carina Baranova
Carina Baranova
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