Robert Arnott

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Manager factsheet

Robert Arnott
PIMCO Global Advisors(IRL) Ltd
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Manager profile

Mr. Arnott is the founder and chairman of Research Affiliates, a subadvisor to PIMCO. In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative asset allocation and alternative indexation products. He previously served as chairman of First Quadrant, as president of TSA Capital Management (now part of Analytic Investors), and as vice president at The Boston Company. He also was global equity strategist at Salomon Brothers. He has published more than 100 articles in journals such as the Journal of Portfolio Management, the Harvard Business Review and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. He graduated summa cum laude from the University of California, Santa Barbara, in 1977 in economics, applied mathematics and computer science.

FOLLOW ON FUNDSWIRE

Annualised total return over 9.6 years

+6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Robert Arnott	8.8	16.2	14.3	16.7	-
Peer Group Composite	4.5	3.5	17.7	26.2	-
Over / Under	4.3	12.7	-3.4	-9.5	-

Total return for Robert Arnott

Discrete calendar year performance : Robert Arnott

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Robert Arnott	8.8	2.1	4.6	20.8	-18.9	3.2	0.1	34.0	-5.7	-
Peer Group Composite	4.5	-1.9	0.9	26.4	-10.1	4.5	2.7	26.1	-4.5	-
Over / Under	4.3	4.0	3.7	-5.6	-8.8	-1.3	-2.6	7.9	-1.2	-

Performance vs peer group composite: Robert Arnott

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

4 years

out of a possible 9

Overall markets

Underperformed peer group composite

5 years

out of a possible 9

Rising markets

Outperformed peer group composite

3 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

PIMCO GIS Strategic Income	Co-managed (deputy)	IA Mixed Investment 20-60% Shares	since Jun 17 2016 to present

Funds managed previously

Fund	Periods

Pimco RAE Emerging Markets	since Jun 30 2015 to fund close
Pimco RAE PLUS US	since Sep 26 2014 to fund close
Pimco RAE Europe	since Jun 30 2015 to fund close
Pimco RAE Global Developed	since Jun 30 2015 to fund close
Pimco RAE US	since Jun 30 2015 to fund close
Pimco RAE PLUS Emerging Markets	since Nov 16 2017 to Jul 26 2019
Pimco RAE PLUS Global Developed	since Nov 16 2017 to fund close