Most Consistent Fund Managers
in Up and Down Markets
US Equity Markets
Quantitative screening complemented by Qualitative assessment ….Past performance are never a guidance for future returns, for sure. However,…. ->Consistency in bull and bear markets …We have built a screening tool for the purpose to identify the best performing managers in both times of bear and bull equity markets… ->A focus on downside protection, but also on the recovery capture … Periods of market crisis are the best time to witness managers’ ability to protect on the downside … ->
Here is a short list of funds displaying the best asymmetry of returns, through the most severe up and down markets. We believe they are investment considerations for core long-term holdings in this current environment.
Eventually, we could customize this tool to focus on more specific bear or bull periods, according to your chosen outlook.
Some of the funds listed here may be included in our selection lists as they met our others eligibility criteria.
Should you have any questions, do not hesitate to contact us. We will be delighted to assist you and provide support in the current market turmoil to build the most resilient portfolio for your clients.
The WS Partners Team
Portfolio Manager(s) | Funds | ISIN Clean sh. class |
Peer group | WSP Consistency scoring |
---|---|---|---|---|
Aziz V.Hamzaogullari Tenure: 31.12.2010 |
Natixis Actions US Growth | FR0010256404 | US Large-Cap Growth | 88.3/100 |
Daniel Davidowitz Tenure: 8.03.2013 |
Polen Capital Focus US Growth | IE00B8DDPY03 | US Large-Cap Growth | 83/100 |
William Warren Tenure: 19.09.201 |
Artemis US Extended Alpha | LU1893894342 | US Large-Cap Blend | 80.2/100 |
Cormac Weldon Tenure: 19.09.2014 |
Artemis US Select | LU1896775456 | US Large-Cap Blend | 77.1/100 |