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You are here: Manager factsheet

David Zhao

BlackRock (Luxembourg) S.A., BlackRock, BlackRock Investment Managemen
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Manager profile
David Zhao, Managing Director, is Co-Director of Research for the US Income & Value team within the Fundamental Equities division of BlackRock's Portfolio Management Group. Mr. Zhao is also a Portfolio Manager for the BlackRock Equity Dividend, Large Cap Focus Value, Mid-Cap Value, High Equity Income, Sustainable US Value and Large Cap Concentrated Value portfolios. Prior to joining BlackRock, David was a Global Equity Senior Research Analyst and Principal at Pzena Investment Management covering technology, US banks/brokers, medical technology, non-life insurance, financial technology and select industrials. David began his career as an Analyst at Lehman Brothers covering technology M&A; and later within the Institutional Equities Corporate Strategy Group. David holds a BA of Arts with degrees in Economics and Computer Information Systems and graduated Cum Laude from Northwestern University.
Total return for David Zhao
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Zhao

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
David Zhao 11.2 -2.3 12.9 38.0 -7.9 12.3 1.2 - - -
Peer Group Composite 19.6 -3.4 2.3 45.5 -3.5 14.4 4.6 - - -
Over / Under -8.4 1.1 10.6 -7.5 -4.4 -2.1 -3.4 - - -
Performance vs peer group composite: David Zhao
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 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
BlackRock GF US Small & Mid Cap Opportunities Co-managed FO Equity - Small Cap USA since Apr 04 2017 to present
BlackRock US Mid-Cap Value Co-managed UT North America since Apr 04 2017 to present
BlackRock Sustainable American Income Trust plc Co-managed IT North America since Sep 01 2017 to present
BlackRock GF US Basic Value Co-managed FO Equity - USA since Nov 15 2019 to present
Funds managed previously
Fund Periods
BlackRock GF North American Equity Income since Sep 01 2017 to fund close
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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