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You are here: Manager factsheet

Jason Wulff
Gay-Lussac Gestion
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Manager profile
Jason Wulff, CFA Portfolio co-Manager Jason is a portfolio co-manager for the Small Cap Strategy portfolio, covering the technology, communication services, insurance, and capital markets sectors. He joined Eagle in 2015. Jason has 22 years of investment experience. Prior to joining Eagle, he held research and portfolio management roles at Sentinel Investments. Jason earned his B.S. in Finance and Information Systems from New York University in 2001. He is a CFA charterholder.
Total return for Jason Wulff
Manager career performance
Discrete calendar year performance : Jason Wulff

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
Jason Wulff -8.8 5.0 2.7 0.6 - - - - - -
Peer Group Composite -8.6 12.9 -2.5 -3.1 - - - - - -
Over / Under -0.2 -7.9 5.2 3.7 - - - - - -
Performance vs peer group composite: Jason Wulff
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
2 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
RJ Eagle US Small Cap Strategy Co-managed FO Equity - Small Cap USA since Apr 30 2020 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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