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You are here: Manager factsheet

Steve Berexa

Allianz Global Invtrs GmbH(UK), Allianz Global Investors GmbH
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Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Steven J. Berexa is Global CIO Equity with Allianz Global Investors and a member of its Global Executive Committee. In addition to his responsibilities as Global CIO Equity, Steve continues to manage money as a portfolio manager of the Disciplined Equity and Global Fundamental strategies and lead manager of the Global Insights/Intellectual Capital strategy. Since joining the firm in 1997, Steve’s roles have included Global Head of Research and head of the US Technology team. He has managed several Lipper Award-winning European- domiciled funds and has 28 years of investment-industry experience. Before joining the firm, Steve worked at Prudential in a private placement unit, with responsibilities for the subordinated debt of renewable energy projects, as well as credit and LBOs. He was also a technology analyst at Chancellor/ LGT Asset Management. Steve has a B.S.E.E. in electrical engineering and computer science from Duke University, where he was awarded the Angier B. Duke scholarship, and an M.B.A. from Duke University’s Fuqua School of Business. He is a CFA charter holder.
Total return for Steve Berexa
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
 
 
 
 
 
8-44m
 
 
 
 
 
 
 
 
 
20-56m
 
 
 
 
 
 
 
 
 
32-68m
 
 
 
 
 
 
 
 
 
44-80m
 
 
 
 
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Steve Berexa

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
Steve Berexa 7.1 6.1 11.3 18.7 16.4 13.1 20.9 23.7 -10.4 14.0
Peer Group Composite 5.7 8.6 9.4 22.0 11.8 13.4 10.6 17.7 -5.2 19.8
Over / Under 1.4 -2.5 1.9 -3.3 4.6 -0.3 10.3 6.0 -5.2 -5.8
Performance vs peer group composite: Steve Berexa
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Allianz US Equity Lead manager UT North America since Oct 14 2013 to present
Allianz US Equity Lead manager FO Equity - USA since Oct 14 2013 to present
Allianz Global Equity Insights Lead manager FO Equity - International since Feb 15 2017 to present
Funds managed previously
Fund Periods
Allianz Global Insights since Feb 01 2008 to fund close
Allianz US Equity since Oct 14 2013 to fund close
Allianz Global Hi-Tech Growth since Apr 01 2010 to Mar 31 2013
Allianz Global AC Equity Insights since Aug 14 2017 to fund close
Allianz Global Hi-Tech Growth since Apr 01 2013 to Oct 31 2013
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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