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You are here: Manager factsheet

Henry W. Sanders III
Aviva Investors UK Fd Serv Ltd
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Manager profile
Mr. Sanders serves as Lead Portfolio Manager for River Road’s Dividend All-Cap Value Portfolios. Prior to co-founding River Road in 2005, Mr. Sanders served as Senior Vice President and Portfolio Manager for Commonwealth Trust Co. (Commonwealth SMC). He served as President of Bridges Capital Management and Vice President of PRIMCO Capital Management. Mr. Sanders has also served as an adjunct professor of Finance and Economics at Bellarmine University. Mr. Sanders holds a B.A. in Business Administration from Bellarmine University and an M.B.A. from the Carroll School of Management at Boston College. He earned the Chartered Financial Analyst® designation in 1992, is a member of the CFA Institute, and is a member and past president of the CFA Society Louisville.
Total return for Henry W. Sanders III
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Henry W. Sanders III

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
Henry W. Sanders III 8.8 -2.9 18.4 34.3 -15.2 15.8 -9.9 29.8 4.0 23.1
Peer Group Composite 27.0 -5.8 16.8 42.7 -4.1 15.2 -0.3 33.0 -0.5 25.2
Over / Under -18.2 2.9 1.6 -8.4 -11.1 0.6 -9.6 -3.2 4.5 -2.1
Performance vs peer group composite: Henry W. Sanders III
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aviva Inv US Equity Income Co-managed UT North America since Jul 08 2011 to present
Aviva Inv US Equity Income II Co-managed UT North America since Sep 09 2013 to present
Funds managed previously
Fund Periods
Aviva Investors US Equity Income since Dec 31 2012 to fund close
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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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