PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Thomas Lee
Eaton Vance International Irel, TCW
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Thomas Lee is a managing director for investment strategy and research for Parametric Portfolio Associates LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He leads an investment team responsible for managing the firm's investment strategies, and providing customized risk management strategies for institutional investors at Parametric's Minneapolis Investment Center.Prior to joining The Clifton Group (acquired by Parametric in 2012) in 1994, Thomas worked as a research analyst at the Board of Governors of the Federal Reserve.Thomas earned a B.S. in economics and an M.B.A. in finance from the University of Minnesota. He is a CFA charterholder.
Total return for Thomas Lee
Manager career performance
Discrete calendar year performance : Thomas Lee

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 Lee 13.9 8.5 12.1 -6.9 0.7 -4.0 - - - -
Peer Group Composite 8.8 22.2 14.6 -5.9 9.2 11.2 - - - -
Over / Under 5.1 -13.7 -2.5 -1.0 -8.5 -15.2 - - - -
Performance vs peer group composite: Thomas Lee
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
1 year
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
EV Int (Ire) Parametric Global Defensive Equity Co-managed FO Equity - International since May 24 2017 to present
Global Artificial Intelligence Equity Co-managed FO Equity - Tech Media & Telecom since Jul 30 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

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

© Trustnet Limited 2026. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc