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

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Amy Zhang

Amy Zhang

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

About Amy Zhang

Amy Zhang is senior vice president and portfolio manager at Alger Management. She joined the firm in 2015 and has 23 years of investment experience. Prior to joining Alger, Zhang worked at Brown Capital Management as a managing director and senior portfolio manager. Zhang earned her BA from Manhattanville College, where she graduated Summa Cum Laude. She earned her MBA from Columbia Business School. She is also a member of the Columbia Business School Ambassadors Programme. Zhang is a CFA charterholder and a member of the CFA Institute.

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Citywire Rating: AAA rated

2018

  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018
  • MRated A in May 2018
  • JRated AA in Jun 2018
  • JRated AA in Jul 2018
  • ARated A in Aug 2018
  • SRated AA in Sep 2018
  • ORated AA in Oct 2018
  • NRated AAA in Nov 2018
  • DRated AAA in Dec 2018

Performance

Equity - US Small & Medium Companies
over : 30/11/2017 - 30/11/2018
Manager Return
17 Ryan Snow 18.5%
17 JB Taylor 18.5%
19 Amy Zhang 18.2%
20 Kenneth A. Korngiebel 17.8%
21 Todd Beiley 17.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 5.0% 13.8% 14.3%
2017 28.8% 8.4% 7.1% 6.1% 4.6%
2016 7.2% -9.2% 6.9% 10.2% 0.3%
2015 0.3% -11.0% 3.0%
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.