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You are here: Manager factsheet

Robert F. Bierig
Natixis Investment Managers
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Manager profile
Robert F. Bierig: began investment career in 1999; joined Harris Associates in 2012; has managed the Fund since 2014; BA, Duke University.
Total return for Robert F. Bierig
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
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Robert F. Bierig

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
Robert F. Bierig 23.3 2.7 -1.0 38.9 -1.8 10.2 -3.6 17.3 27.0 5.4
Peer Group Composite 26.7 1.6 -6.4 30.2 7.4 10.2 4.0 12.9 24.0 6.1
Over / Under -3.4 1.1 5.4 8.7 -9.2 0.0 -7.6 4.4 3.0 -0.7
Performance vs peer group composite: Robert F. Bierig
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Natixis Harris Associates US Value Equity Co-managed FO Equity - USA since Jan 01 2014 to present
Funds managed previously
Fund Periods
TM Natixis Harris Associates Global Concentrated Equity since Jul 07 2014 to Jul 29 2022
Natixis Harris Associates Concentrated US Equity since Jan 01 2014 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The economic paradox of Donald Trump By Patrick Sanders  14-Nov-2024
Sector Five funds to weather the storm of Trump’s second term By Matteo Anelli and Emma Wallis  08-Nov-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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