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You are here: Manager factsheet

Thomas S. Forsha
Aviva Investors UK Fd Serv Ltd
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Manager profile
Mr. Forsha serves as Co-Chief Investment Officer for River Road. Additionally, he is Portfolio Manager for River Road’s Dividend All-Cap Value Portfolios and the firm’s Focused Absolute Value® Portfolio. Prior to joining River Road in 2005, Mr. Forsha served as Equity Analyst and Portfolio Manager for ABN AMRO Asset Management USA, where he was responsible for management of the North American equity allocation of the firm’s Global High Income Equity Fund. Mr. Forsha holds a B.S. in Finance from The Ohio State University’s Fisher College of Business and an M.B.A. from The University of Chicago Booth School of Business. He earned the Chartered Financial Analyst® designation in 2002 and is a member of the CFA Institute and CFA Society Louisville.
Total return for Thomas S. Forsha
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 : Thomas S. Forsha

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
Thomas S. Forsha 26.2 -10.6 10.4 22.5 -10.5 8.4 6.6 4.9 34.8 4.5
Peer Group Composite 29.3 0.6 -2.3 31.2 8.3 11.0 8.0 12.8 27.2 8.2
Over / Under -3.1 -11.2 12.7 -8.7 -18.8 -2.6 -1.4 -7.9 7.6 -3.7
Performance vs peer group composite: Thomas S. Forsha
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
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
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
Nordea 1 North American Value since Jun 19 2019 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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