Wildy, who co-manages the Eventide Multi-Asset Income fund alongside David Dirk, has earned his first Citywire rating with a manager ratio of 0.40 for his performance in the Flexible Portfolio category. He sits 31st out of 207 managers in the peer group for his risk-adjusted returns.
The strategy, which targets dividend-paying securities, has benefited from Wildy and Dirk’s real estate investment trust picks, with Ventas and Welltower rallying by 16.58% and 16.97% respectively in the second quarter of this year amid subsiding fears over interest rates. Wildy’s co-manager Dirk also attained an A rating for August, but it is not his first rating, having landed one in November and December 2015.
Chris Cuesta & Keith Dickinson
Cuesta and Dickinson have earned their first-ever AAA rating for their performance on the $99.3 million Thomson Horstmann & Bryant MicroCap fund.
They have been rated every month since November 2017, rising to AA in April this year and now reaching an AAA rating. A sector manager ratio of 0.92 places them seventh among the 292 Small-Cap Core managers tracked by Citywire. Their recent performance has been driven by shrewd stock selection in the consumer discretionary, information technology and healthcare sectors. Mesa Laboratories, a sterilization technology developer, has delivered the goods as the fund’s biggest contributor in the second quarter of 2018.
Batchelor is having quite the party. He has returned 53.2% on the Clifford Capital Partners fund over the past three years to the end of July, while the average Multi-Cap Core manager tracked by Citywire is up just 30.2% over that period. This lands him at the top of the table for total returns, and his risk-adjusted numbers aren’t too bad either. His 0.89 manager ratio is second-best among the 256 managers in the category.
He runs a concentrated portfolio of between 25 and 35 stocks that he deems to have a competitive advantage. The fund’s biggest holdings include Target, American Express, medical waste disposal company Stericycle and drug maker Teva Pharmaceutical Industries.