PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

David Schuster
Brown Advisory LLC
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Mr. Schuster is a Partner of Brown Advisory and is responsible for managing the U.S. Small Cap Fundamental Value strategy. He has over 19 years of investment industry experience and has managed the strategy since inception. Prior to joining Brown Advisory in 2008, Mr. Schuster was a managing director for the financial institutions merger & acquisition/ advisory group of Citigroup. Before joining Citigroup, Mr. Schuster was a managing director in the M&A practice of Lazard Freres. After graduating from Georgetown, Mr. Schuster was an officer in the United States Army.
Total return for David Schuster
Manager career performance
Discrete calendar year performance : David Schuster

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 Schuster 17.3 -9.0 -0.9 33.3 -3.6 8.4 5.1 12.8 30.0 5.9
Peer Group Composite 23.8 -10.2 -9.0 37.6 5.9 5.8 6.3 16.1 26.1 4.0
Over / Under -6.5 1.2 8.1 -4.3 -9.5 2.6 -1.2 -3.3 3.9 1.9
Performance vs peer group composite: David Schuster
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 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Brown Advisory US Small Cap Blend Co-managed FO Equity - Small Cap USA since Jul 08 2013 to present
Funds managed previously
Fund Periods
Brown Advisory US Flexible Equity SRI since Jan 01 2015 to Mar 31 2015
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The US equity market isn’t as efficient as everyone thinks By Emma Wallis  17-Oct-2024
Group How the pros are positioned for the US election By Emma Wallis  07-Oct-2024
Group Fund battle: Blue Whale versus GS Global Millennials By Jonathan Jones  01-Oct-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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc