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Manager factsheet
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Manager profile
Mr. Jacoby joined Spectrum in 1995 as a Portfolio Manager and most recently held the position of Managing Director and Senior Portfolio Manager until his appointment as CIO on January 1, 2010, following the planned retirement of his predecessor. Prior to joining Spectrum, Mr. Jacoby was a Senior Investment Officer at USL Capital Corporation (a subsidiary of Ford Motor Corporation) and co-manager of the preferred stock portfolio of its US Corporate Financing Division for six years. Mr. Jacoby began his career in 1981 with The Northern Trust Company, Chicago and then moved to Los Angeles to join E.F. Hutton & Co. as a Vice President and Institutional Salesman, Generalist Fixed Income Sales through most of the 1980s. Mr. Jacoby holds a BSBA (Finance) from the Boston University School of Management.
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Annualised total return over 22 years |
+5.3% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| L. Phillip Jacoby |
0.3 |
6.9 |
13.1 |
27.5 |
58.3 |
Peer Group Composite
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0.9 |
1.9 |
5.7 |
17.9 |
44.0 |
| Over / Under |
-0.6 |
5.0 |
7.4 |
9.6 |
14.3 |
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Total return for L. Phillip Jacoby
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Discrete calendar year performance : L. Phillip Jacoby
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
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