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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Edwin Walczak

Edwin Walczak

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About Edwin Walczak

New York-based Edwin Walczak is the senior vice president and heads the US equity team at Swiss group Vontobel Asset Management, a wholly owned subsidiary of Vontobel Holding. He is responsible for the Luxembourg domiciled Vontobel US Value Equity fund. Walczak believes that the best way to achieve capital appreciation and outperform the market is by investing in well-managed business with consistent operating histories and financial performance and they must also have favourable long-term economic prospects and the ability to generate free cash flow to make his portfolio. Born in the USA, Walczak has over 20 years' experience in the industry. He started out in 1978 as a financial analyst with Ford Motor Company in Michigan, USA and a year later he joined General Motors Corporation in New York where he was a member of the treasury department. In 1982 he moved to institutional asset managers Sanford C.Bernstein & Co, New York, which is a subsidiary of Alliance Capital Management, where he worked as an institutional salesman. He subsequently had a four-year stint as an institutional portfolio manager with US global investment group Lazard Freres Asset Management before Vontobel captured him in January 1988. Walczak graduated in 1975 with a BA from Colby College, Maine, USA before going on to Columbia University, USA where he completed an MA in International Politics in 1976 and an MBA in Finance in 1978.

Are you Edwin Walczak?

Citywire Rating: A rated


  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013


  • JRated Plus in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014


  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015


  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016


  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ARated Plus in Apr 2017
  • MRated A in May 2017


Equity - US
over : 30/04/2016 - 30/04/2017
Rank 57/248 Equity - US
Manager Return
56 Joel Rubenstein 34.0%
57 Matthew Benkendorf 34.0%
57 Edwin Walczak 34.0%
59 Mona Patni 34.0%
59 Migene Kim 34.0%
59 Andrew Ver Planck 34.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.7%
2016 29.2% 4.0% 9.3% 5.1% 8.2%
2015 12.5% 7.1% -4.9% 0.6% 9.9%
2014 14.7% -1.1% 0.7% 4.4% 10.3%
2013 25.7% 17.1% 1.8% -1.1% 6.6%
2012 2.8% -0.2%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.