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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance and meeting specific criteria. More information on how Ratings are calculated

Yves Balcer

Yves Balcer

Showing manager performance in Malta View performance globally

About Yves Balcer

Yves Balcer is a co-founder of FORT Investment Llc. Prior to FORT, he was a senior manager of investment at the World Bank. During his tenure at the World Bank, Yves served, at various times, as senior manager for the North American, European, and Asian portfolios, where he managed teams of professional traders overseeing over $20 billion in fixed income assets. Yves holds a PhD in economics and finance from the Massachusetts Institute of Technology, a PhD in operations research and a MS in statistics from Stanford University, and a MS in mathematics from the Université de Montréal in Canada. Yves was a professor of economics at the University of Wisconsin and has authored more than twenty-five articles on finance and economics published in professional journals.

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Citywire Rating: Not Eligible

Yves Balcer does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2017

  • DRated Plus in Dec 2017

2018

  • JRated A in Jan 2018

Performance

over : 30/06/2017 - 30/06/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% 2.2%
2017 6.3% 3.1% -1.4% 1.1% 3.5%
2016 2.4% 0.9% 5.3% 1.9% -5.4%
2015 -0.8% 3.5% -3.0% 1.3% -2.5%
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.