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You are here: Manager factsheet

Eric Liu
Thesis Unit Trust Mgmt Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Eric Liu is Portfolio Manager and Senior International Investment Analyst at Harris Associates, L.P. Prior to joining the firm in 2009, he served as a banking analyst at Jefferies & Company and as research associate at Dodge & Cox. Mr. Liu has over 17 years of investment industry experience. Mr. Liu holds a Bachelor of Arts from the University of California Los Angeles and a Master of Business Administration from the University of Chicago. He is a CFA® charterholder.
Total return for Eric Liu
Manager career performance
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Eric Liu

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
Eric Liu 16.6 10.6 -10.0 37.9 -7.4 11.8 -6.2 20.3 - -
Peer Group Composite 21.8 2.5 -10.7 27.1 6.4 10.6 0.7 16.3 - -
Over / Under -5.2 8.1 0.7 10.8 -13.8 1.2 -6.9 4.0 - -
Performance vs peer group composite: Eric Liu
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
5 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
4 years
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
TM Natixis Harris Associates Global Concentrated Equity Co-managed UT Global since Dec 01 2016 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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