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

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Josh Spencer

Josh Spencer

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About Josh Spencer

Joshua Spencer is a portfolio manager and research analyst in the U.S. Equity Division of T. Rowe Price. Prior to joining the firm in 2004, he was employed by Fidelity Investments as a research analyst and sector fund portfolio manager specializing in the consumer industry. Joshua earned a B.A. in Economics from Johns Hopkins University and also holds an M.A. in Economics from the University of Chicago and an M.B.A. in Finance and Accounting from the University of Chicago Booth School of Business. He has earned the CFA designation.

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Citywire Rating: A rated

2015

  • ORated AAA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

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

2017

  • JRated AA in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AA in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated A in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated A in May 2018

Performance

Equity - Technology
over : 30/04/2017 - 30/04/2018
Rank 21/34 Equity - Technology
Manager Return
19 Frederick Baccanello 12.8%
19 Arjen Los 12.8%
21 Josh Spencer 11.6%
22 Anis Lahlou-Abid 10.0%
22 John Baker 10.0%
22 Jonathan Ingram 10.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3%
2017 28.3% 15.4% 2.3% 3.3% 5.2%
2016 8.1% -9.5% 3.8% 12.6% 2.2%
2015 -5.2% 20.4%

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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.