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You are here: Manager factsheet

Mustafa Sagun
Principal Global Investors (Ir
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Mustafa is chief investment officer for Principal Global Equities. He is responsible for overseeing portfolio management and research for all international, domestic, and global equities strategies. Mustafa has managed global equity portfolios since 2002 and has also served as a member of the firm's asset allocation strategy team. He joined the firm in 2000 and has been in the financial services industry since 1991. Prior to his current role, Mustafa was a vice president and analyst for PNC Financial Services Group and an equity derivatives specialist for Salomon Brothers. Mustafa received a Ph.D. in finance and a MA in international economics from the University of South Florida. He received a bachelor's degree in electronics and engineering from Bogazici University of Turkey. Mustafa has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Iowa.
Total return for Mustafa Sagun
Manager career performance
Discrete calendar year performance : Mustafa Sagun

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
Mustafa Sagun -4.8 17.8 5.6 -2.8 32.3 -6.8 7.7 5.1 19.2 1.5
Peer Group Composite -0.9 11.8 1.2 0.1 34.3 -0.2 12.1 5.7 27.0 -0.4
Over / Under -3.9 6.0 4.4 -2.9 -2.0 -6.6 -4.4 -0.6 -7.8 1.9
Performance vs peer group composite: Mustafa Sagun
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Principal GIF Global Sustainable Equity Co-managed FO Equity - Ethical since Jul 02 2001 to present
Funds managed previously
Fund Periods
Principal GIF U.S. Equity since Dec 01 2003 to fund close
Principal GIF Japanese Equity since Aug 01 2000 to Mar 31 2007
Principal GIF Long/Short Global Opportunities Equity since Aug 09 2013 to fund close
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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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