You are here:
Manager factsheet
|
|
Manager profile
Ashok K. Bhatia, CFA, Managing Director, joined the firm in 2017. Ashok is the Deputy Chief Investment Officer for Fixed Income.He is a lead portfolio manager on multi-sector fixed income strategies and is also a member of the Multi-Asset Class portfolio management team, the Fixed Income Investment Strategy Committee and the firm’s Asset Allocation Committee. Previously, Ashok has held senior investment and leadership positions in several asset management firms and hedge funds, including Wells Fargo Asset Management, Balyasny Asset Management, and Stark Investments. Ashok has had investment responsibilities across global fixed income and currency markets. Ashok began his career in 1993 as an investment analyst at Morgan Stanley. Ashok received a BA with high honors in Economics from the University of Michigan, Ann Arbor, and an MBA with high honors from the University of Chicago. He has beenawarded the Chartered Financial Analyst designation.
|
|
|
 | |  |
|
Ashok Bhatia is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.
|
|
|
 |
Annualised total return over 10 years |
+3.1% |
 |
|
|
1 year |
3 years |
5 years |
7 years |
10 years |
Ashok Bhatia |
-7.9 |
-1.5 |
7.2 |
10.1 |
- |
Peer Group Composite
|
-4.1 |
-2.4 |
3.4 |
8.9 |
- |
Over / Under |
-3.8 |
0.9 |
3.8 |
1.2 |
- |
|
|
|
 |
|
 |
|
|
Total return for Ashok Bhatia
|
|
|
Discrete calendar year performance : Ashok Bhatia
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.
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