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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Joel Rubenstein

Joel Rubenstein

Showing manager performance in Jersey View performance globally

About Joel Rubenstein

Lead portfolio manager Joel Rubenstein joined EFGAM in 2016 as senior portfolio manager. Prior to this Joel spent 12 years at Mazama Capital Management where he held various roles within the investment team, most recently managing EFGAM’s New Capital US Growth fund and running US equity mandates for institutional clients. Before being promoted to portfolio manager in 2007, he was a senior research analyst specialising primarily within the technology sector and certain consumer and industrial companies across all strategies. Before joining Mazama, he was a senior equity research associate in the technology group at Banc of America Securities and a senior research analyst at Analysis Group, a leading provider of economic and business strategy consulting services. Joel holds an MBA in Finance and a BA in Economics from UCLA.

Are you Joel Rubenstein?

Citywire Rating: Not Rated

2016

  • JRated AA in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated Plus in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated 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
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated 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

Equity - US
over : 30/09/2017 - 30/09/2018
Rank 8/40 Equity - US
Manager Return
6 Sara Araghi 28.0%
6 Grant Bowers 28.0%
8 Joel Rubenstein 27.0%
9 Jeff Schwarte 21.8%
9 Mustafa Sagun 21.8%
9 Joel Fortney 21.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 11.4% 9.3%
2017 16.4% 7.9% -1.0% 3.4% 5.5%
2016 18.8% -3.8% 6.5% 8.0% 7.2%
2015 10.9% 8.8% -3.9% -2.3% 8.6%
2014 20.9% -0.2% 2.7% 7.0% 10.2%
2013 8.3%

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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.