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You are here: Manager factsheet

Brian Ferguson
BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Brian is a senior portfolio manager on the Dynamic Large Cap Value Equity strategy, a position he has held since 2003. Brian joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Brian was a senior portfolio manager and research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY group companies). Before joining BNY, Brian was a research analyst at Wellington Management. Prior to that, he was an assistant director of General Electric Capital Corporation’s corporate treasury group and graduated from GE's Financial Management Program. Brian has a BA in Economics and International Relations from Bucknell University and an MBA with a concentration in Finance from Columbia Business School.
Total return for Brian Ferguson
Manager career performance
Discrete calendar year performance : Brian Ferguson

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
Brian Ferguson 20.0 1.0 16.1 28.6 -3.9 11.5 -0.7 1.5 - -
Peer Group Composite 24.6 13.7 -1.4 16.7 13.9 16.9 2.6 7.5 - -
Over / Under -4.6 -12.7 17.5 11.9 -17.8 -5.4 -3.3 -6.0 - -
Performance vs peer group composite: Brian Ferguson
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 8
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon US Equity Income Co-managed (deputy) UT North America since Dec 03 2021 to present
BNY Mellon US Equity Income Fund Co-managed (deputy) FO Equity - USA since Dec 03 2021 to present
Funds managed previously
Fund Periods
BNY Mellon US Equity Income Fund since Jan 17 2017 to Dec 02 2021
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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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