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You are here: Manager factsheet

Katerina Kosmopoulou
J Stern & Co
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Manager profile
Katerina is the deputy portfolio manager for the World Stars Global Equity fund and investment strategy and a partner of J. Stern & Co. As a senior investment analyst, she covers the global consumer, industrials and energy sectors following a long career at RCM, Allianz Global Investors. She holds a BSc from the University of Bath and a MSc from the University of Reading. Katerina is a CFA Charterholder and a member of the Board of Directors of the CFA Society of the UK.
Total return for Katerina Kosmopoulou
Manager career performance
Discrete calendar year performance : Katerina Kosmopoulou

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
Katerina Kosmopoulou 5.2 18.3 9.1 -2.9 21.8 7.9 - - - -
Peer Group Composite 9.0 12.4 6.0 -2.4 25.1 -1.7 - - - -
Over / Under -3.8 5.9 3.1 -0.5 -3.3 9.6 - - - -
Performance vs peer group composite: Katerina Kosmopoulou
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
3 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
J.Stern & Co World Stars Global Equity Co-managed (deputy) FO Equity - International since Apr 08 2019 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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