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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

Tom Luddy

Tom Luddy

Showing manager performance globally. You can view performance in individual jurisdictions.

About Tom Luddy

Tom Luddy attended St. Peter’s College and the Wharton School of the University of Pennsylvania where he gained a BS in Economics and an MBA, respectively. He has over 26 years of industry experience and has been an employee at JP Morgan since 1976. He began as an equity research analyst and became a portfolio manager in 1982. Tom is currently managing director and a portfolio manager in the US equity group. He is a CFA Charterholder.

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Citywire Rating: Not Rated

2008

  • SRated A in Sep 2008
  • ONot rated in Oct 2008
  • NRated A in Nov 2008
  • DNot rated in Dec 2008

2009

  • JRated A in Jan 2009
  • FRated A in Feb 2009
  • MRated A in Mar 2009
  • ARated A in Apr 2009
  • MRated AA in May 2009
  • JRated AA in Jun 2009
  • JRated AA in Jul 2009
  • ARated AA in Aug 2009
  • SRated AA in Sep 2009
  • ORated A in Oct 2009
  • NRated AA in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FRated AAA in Feb 2010
  • MRated AAA in Mar 2010
  • ARated AAA in Apr 2010
  • MRated AAA in May 2010
  • JRated AAA in Jun 2010
  • JRated AA in Jul 2010
  • ARated AA in Aug 2010
  • SRated A in Sep 2010
  • ORated AA in Oct 2010
  • NRated AA in Nov 2010
  • DRated AA in Dec 2010

2011

  • JRated AA in Jan 2011
  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ORated A in Oct 2011
  • NRated A in Nov 2011
  • DRated A in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 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 A in Jan 2015
  • FRated Plus in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated A in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated 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

Performance

Equity - US
over : 31/01/2014 - 31/01/2017
Rank 140/1248 Equity - US
Manager Return
138 Puneet Mansharamani 33.0%
138 Menno Vermeulen 33.0%
140 Tom Luddy 33.0%
141 William C. Nygren 33.0%
142 Sean Gavin 33.0%
142 Scott A. Mather 33.0%
142 Wells Frice 33.0%
142 Steven Wittwer 33.0%
142 Huong Le 33.0%
142 Edward Calkins 33.0%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 10.0% -2.1% 0.7% 5.6% 5.6%
2015 -0.6% 1.0% 0.7% -9.4% 8.0%
2014 14.4% 1.9% 5.2% 0.6% 6.2%
2013 36.4% 11.5% 4.1% 6.3% 10.6%
2012 -5.2% 8.1% -0.7%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.