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You are here: Manager factsheet

Juan Hartsfield
Invesco Management S.A.
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Manager profile
Based in Houston in the US, Juan is responsible for the management of a number of sector portfolios, specialising in the leisure sector, as well as affiliated with the management of some small cap equity portfolios.Juan joined our company in 2004. Previously, Juan was a portfolio manager with JPMorgan Fleming Asset Management, where he was involved with the management of various small cap portfolios. Prior to joining JPMorgan, he served as an associate with Booz Allen & Hamilton.Juan earned a BSc degree in petroleum engineering from The University of Texas at Austin and a MBA degree from the University of Michigan. He holds the Chartered Financial Analyst® (CFA®) designation.
Total return for Juan Hartsfield
Manager career performance
Discrete calendar year performance : Juan Hartsfield

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Juan Hartsfield 26.5 -2.0 -40.3 19.9 34.6 8.7 4.9 24.1 29.2 14.5
Peer Group Composite 12.7 -2.7 -4.7 19.6 3.2 14.3 -1.2 9.7 23.4 1.2
Over / Under 13.8 0.7 -35.6 0.3 31.4 -5.6 6.1 14.4 5.8 13.3
Performance vs peer group composite: Juan Hartsfield
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
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Global Consumer Trends Co-managed FO Equity - Other Specialist since Jan 23 2009 to present
Funds managed previously
Fund Periods
No previously managed funds
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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