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

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Brian W. Pattinson

Brian W. Pattinson

Showing manager performance in Belgium View performance globally

About Brian W. Pattinson

Brian W. Pattinson is a portfolio manager for Principal Global Equities. He leads the global small-cap team which encompasses global, international and U.S. small-cap strategies. Brian serves as the lead portfolio manager for the firm's international and global small cap portfolios while providing oversight to the U.S. small-cap team. He is a key contributor to the firm's research and development efforts. He joined the firm in 1994 and became a portfolio manager in 2001. He received an MBA and a bachelor's degree in finance from the University of Iowa. Brian has earned the right to use the Chartered Financial Analyst designation. He is a member of the CFA Society of Iowa and the CFA Institute.

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Citywire Rating: Not Rated

2013

  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

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

2016

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

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018

Performance

over : 30/09/2017 - 30/09/2018
Rank 52/64 Equity - Japan
Manager Return
50 Chern-Yeh Kwok 6.1%
51 Takahiro Uemura 5.9%
52 Brian W. Pattinson 5.7%
52 David Han 5.7%
52 Jun Kim 5.7%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8% 1.9% 3.4%
2017 5.8% 2.0% -0.7% -1.0% 5.5%
2016 3.1% -12.2% 2.9% 6.2% 7.4%
2015 22.3% 22.6% 1.5% -12.9% 13.0%
2014 7.3% -6.6% 7.6% 4.8% 1.8%
2013 0.6%
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.