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Philip Rodrigs

Philip Rodrigs

Showing manager performance in United Kingdom View performance globally

About Philip Rodrigs

Philip Rodrigs was born in June 1981 in Karlsruhe, West Germany. He attended Oxford University where he studied Economics and Management, graduating from Oxford in 2002, and later that year he joined Invesco as a trainee fund manager. After a year of training he joined T Rowe Price as a pan European equities analyst where he worked for two years. In 2005 he joined Investec as a small-Cap analyst. He was promoted to small-cap manager in 2006 before moving to River & Mercantile in 2014. When not in the hectic world of fund management he enjoys holidays with activities ranging from skiing to scuba diving.

Are you Philip Rodrigs?

Citywire Rating: AA rated

2008

  • DRated AAA in Dec 2008

2009

  • JRated AAA in Jan 2009
  • FRated AAA in Feb 2009
  • MRated AAA in Mar 2009
  • ARated AAA in Apr 2009
  • MRated AAA in May 2009
  • JRated AAA in Jun 2009
  • JRated AAA in Jul 2009
  • ARated AAA in Aug 2009
  • SRated AA in Sep 2009
  • ORated AAA in Oct 2009
  • NRated AAA in Nov 2009
  • DRated AAA in Dec 2009

2010

  • JRated AAA in Jan 2010
  • FRated AAA in Feb 2010
  • MRated AAA in Mar 2010
  • ARated AAA in Apr 2010
  • MRated AAA in May 2010
  • JRated AAA in Jun 2010
  • JRated AAA in Jul 2010
  • ARated AAA in Aug 2010
  • SRated AAA in Sep 2010
  • ORated AAA in Oct 2010
  • NRated AAA in Nov 2010
  • DRated AAA in Dec 2010

2011

  • JRated AAA in Jan 2011
  • FRated AAA in Feb 2011
  • MRated AAA in Mar 2011
  • ARated AAA in Apr 2011
  • MRated AAA in May 2011
  • JRated AA in Jun 2011
  • JRated AA in Jul 2011
  • ARated AA in Aug 2011
  • SRated AA in Sep 2011
  • ORated AAA in Oct 2011
  • NRated AAA in Nov 2011
  • DRated AAA in Dec 2011

2012

  • JRated AAA in Jan 2012
  • FRated AA in Feb 2012
  • MRated AA in Mar 2012
  • ARated AA in Apr 2012
  • MRated AAA in May 2012
  • JRated AAA in Jun 2012
  • JRated AAA in Jul 2012
  • ARated AAA in Aug 2012
  • SRated AAA in Sep 2012
  • ORated AAA in Oct 2012
  • NRated AAA in Nov 2012
  • DRated AAA in Dec 2012

2013

  • JRated AAA in Jan 2013
  • FRated AAA in Feb 2013
  • MRated AAA in Mar 2013
  • ARated AA in Apr 2013
  • MRated AA in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated Plus in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated 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

2015

  • 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

2016

  • 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

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated AA in Aug 2017

Performance

over : 31/07/2016 - 31/07/2017
Manager Return
23 William Tamworth 33.4%
23 Mark Niznik 33.4%
25 Philip Rodrigs 33.2%
26 Dan Harlow 32.6%
27 Neil Hermon 32.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.4% 3.9%
2016 6.3% -1.4% -11.3% 18.3% 2.8%
2015 18.1% 3.9% 5.4% 5.9% 1.9%
2014 0.4% 4.9% -4.6% -1.6% 1.9%
2013 45.5% 7.9% 0.6% 16.8% 14.8%
2012 3.6%

Related News

How a tech overweight has helped Rodrigs beat the market

An overweight to technology stocks drove the River & Mercantile UK Micro’s net asset value up 12.61% since its October 2014 inception, outperforming the benchmark by 4.79%.

River and Mercantile relaunches UK Equity Unconstrained fund

River and Mercantile relaunches its UK Equity Unconstrained fund as the UK Dynamic Equity fund and cut the annual management charge by 0.25%.

River and Mercantile hires equity analyst

River and Mercantile Asset Management has recruited Sanford C Bernstein equity analyst Mayan Uthayakumar to enhance its equity solutions division.

R&M soft-closes Rodrigs' UK Smaller Companies fund

The River & Mercantile UK Equity Smaller Companies fund has been soft closed after reaching £549 million in size.

Trust Insider: diving into small cap liquidity reveals a shallow pool

One noticeable trend of the last few months has been the widening of discounts in the UK smaller companies sector.

R&M’s Rodrigs finds ‘stunning value’ as he spends cash

Philip Rodrigs explains the lower down the market you go, the better the opportunities on offer.

River & Mercantile raises £51m for Rodrigs' Micro Cap trust

The asset manager has shown there is appetite for micro cap after successfully raising over £50 million for the only London-listed trust of its kind, run by Philip Rodrigs.

River & Mercantile seeks £100m for Rodrigs micro-cap trust

Company is looking to raise £100 million for trust.

Simon Brazier and Blake Hutchins quit Threadneedle for Investec

Threadneedle Investments UK equity head Simon Brazier and co-manager Blake Hutchins have joined Investec.  

Ex-Cazenove director Minter-Kemp joins River and Mercantile

River and Mercantile has appointed Cazenove’s former director of investment funds Robin Minter-Kemp as a non-executive director.

...more...
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.