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Manager factsheet
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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.
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Annualised total return over 13.3 years |
+6.1% |
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1 year |
3 years |
5 years |
7 years |
10 years |
Johan Utterman |
9.5 |
23.3 |
34.7 |
64.0 |
125.9 |
Peer Group Composite
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10.0 |
38.3 |
45.8 |
61.6 |
124.8 |
Over / Under |
-0.5 |
-15.0 |
-11.1 |
2.4 |
1.1 |
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Total return for Johan Utterman
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Discrete calendar year performance : Johan Utterman
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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