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You are here: Manager factsheet

Suzanne Franks
First Eagle Investment Mgt
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Manager profile
Suzanne Franks is associate portfolio manager of the Small Cap strategy. Prior to joining First Eagle in April 2021, Suzanne was assistant portfolio manager of the Small Cap Opportunistic Value strategy at Royce Investment Partners. Before that she founded Vivid Research Inc., an independent research boutique focused on companies facing opportunistic or event-driven catalysts. Previously, she was a principal and portfolio manager at Opportunity Research Group. Suzanne earned a BBA in finance, magna cum laude, from Texas A&M University and an MBA from The University of Chicago Booth School of Business.
Total return for Suzanne Franks
Manager career performance
Discrete calendar year performance : Suzanne Franks

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
Suzanne Franks 19.0 -10.1 2.8 - -0.3 -0.7 - - - -
Peer Group Composite 23.8 -10.2 4.1 - 5.9 5.8 - - - -
Over / Under -4.8 0.1 -1.3 - -6.2 -6.5 - - - -
Performance vs peer group composite: Suzanne Franks
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
1 year
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
First Eagle US Small Cap Opportunity Co-managed (deputy) FO Equity - Small Cap USA since Feb 17 2022 to present
Funds managed previously
Fund Periods
FTGF Royce US Small Cap Opportunity since Oct 15 2018 to Apr 20 2021
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group US equity fund pairings for bull and bear markets By Emma Wallis  10-Sep-2024
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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