Johan Utterman

Toolset

Fund Performance

You are here:

Manager factsheet

Johan Utterman
Lombard Odier Funds (Europe) S, Edmond de Rothschild Asset Man
Manager factsheet pdf RSS Feed

Manager profile

Johan Utterman: Senior Portfolio Manager for LO Funds-Golden Age and Head of Swiss Equities Johan Utterman is the lead portfolio manager for the LO Funds–Golden Age fund and head of Swiss Equities at Lombard Odier Investment Managers (LOIM). He joined in July 2008 as a senior healthcare analyst for the 1798 Fundamental Strategies fund. Prior to joining, Johan was a senior medical technology & device analyst at HBK Investments in New York. Previously, he was a healthcare analyst at Hunter Global Investors in New York from 2005 to 2007 and a European diversified financial analyst at Fidelity Investments in London from 2002 to 2005. Before moving to the buy-side, he worked in investment banking, at Salomon Brothers from 1995 to 1998 and at Morgan Stanley from 1998 to 2002. He began his career as a generalist in mergers and acquisitions at Salomon Brothers and Morgan Stanley before becoming a vice president of the healthcare investment banking team at Morgan Stanley. Johan earned a bachelor of science degree in economics with a finance concentration from the Wharton School of the University of Pennsylvania in 1995.

FOLLOW ON FUNDSWIRE

Annualised total return over 13.2 years

+5.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Johan Utterman	12.9	10.3	46.6	64.9	116.9
Peer Group Composite	7.0	18.9	53.8	55.8	101.5
Over / Under	5.9	-8.6	-7.2	9.1	15.4

Total return for Johan Utterman

Discrete calendar year performance : Johan Utterman

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Johan Utterman	12.9	-5.1	5.0	3.1	29.0	2.3	9.9	2.4	28.2	-1.6
Peer Group Composite	7.0	5.4	7.2	-4.9	36.0	-3.7	5.1	5.3	27.2	-3.1
Over / Under	5.9	-10.5	-2.2	8.0	-7.0	6.0	4.8	-2.9	1.0	1.5

Performance vs peer group composite: Johan Utterman

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

Outperformed peer group composite

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 7

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

LO Swiss Equity	Co-managed	FO Equity - Europe Single Country	since Nov 18 2015 to present
LO Swiss Small & Mid Caps	Co-managed	FO Equity - Europe Single Country	since Oct 02 2019 to present
VisionFund - Swiss Equity	Lead manager	FO Equity - Europe Single Country	since Oct 09 2020 to present