Steve Berexa

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Manager factsheet

Steve Berexa
Allianz Global Investors GmbH
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Manager profile

Steven J. Berexa is Global CIO Equity with Allianz Global Investors and a member of its Global Executive Committee. In addition to his responsibilities as Global CIO Equity, Steve continues to manage money as a portfolio manager of the Disciplined Equity and Global Fundamental strategies and lead manager of the Global Insights/Intellectual Capital strategy. Since joining the firm in 1997, Steve’s roles have included Global Head of Research and head of the US Technology team. He has managed several Lipper Award-winning European- domiciled funds and has 28 years of investment-industry experience. Before joining the firm, Steve worked at Prudential in a private placement unit, with responsibilities for the subordinated debt of renewable energy projects, as well as credit and LBOs. He was also a technology analyst at Chancellor/ LGT Asset Management. Steve has a B.S.E.E. in electrical engineering and computer science from Duke University, where he was awarded the Angier B. Duke scholarship, and an M.B.A. from Duke University’s Fuqua School of Business. He is a CFA charter holder.

FOLLOW ON FUNDSWIRE

Annualised total return over 16.2 years

+13.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Steve Berexa	35.4	30.9	95.4	110.8	244.6
Peer Group Composite	25.4	34.6	76.8	97.3	208.9
Over / Under	10.0	-3.7	18.6	13.5	35.7

Total return for Steve Berexa

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

53-89m

65-101m

77-113m

89-125m

101-137m

Discrete calendar year performance : Steve Berexa

Discrete performance

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

Steve Berexa	35.4	-10.3	7.8	53.7	-3.1	10.1	-1.0	31.2	1.2	23.2
Peer Group Composite	25.4	-4.5	12.4	40.3	-6.4	10.9	0.7	30.4	-1.4	21.8
Over / Under	10.0	-5.8	-4.6	13.4	3.3	-0.8	-1.7	0.8	2.6	1.4

Performance vs peer group composite: Steve Berexa

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

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Allianz US Equity	Lead manager	FO Equity - USA	since Oct 14 2013 to present

Funds managed previously

Fund	Periods

Allianz Global Insights	since Feb 01 2008 to fund close
Allianz US Equity	since Oct 14 2013 to Oct 31 2020
Allianz US Equity	since Oct 14 2013 to Dec 17 2019
Allianz Global Equity Insights	since Feb 15 2017 to Sep 30 2021
Allianz Global Hi-Tech Growth	since Apr 01 2010 to Mar 31 2013
Allianz Global AC Equity Insights	since Aug 14 2017 to fund close
Allianz Global Hi-Tech Growth	since Apr 01 2013 to Oct 31 2013