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

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Regina Borromeo

Regina Borromeo

Showing manager performance in United Kingdom View performance globally

About Regina Borromeo

Regina Borromeo joined Brandywine Global in December 2010 and has 12 years of investing experience. Previously, she was a vice president - portfolio manager and senior credit analyst, global fixed income with Morgan Stanley Investment Management in London (2007-2010) and held various fixed income analyst positions with Morgan Stanley Investment Management in Philadelphia (2001-2007). Regina earned her Bachelor of Arts in Communications from the University of Pennsylvania and was part of the undefeated squash team of the University of Pennsylvania in 2000, winning both the National Championship and Ivy League Team titles that year.

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Citywire Rating: + rated

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
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JRated Plus in Jul 2016

Performance

over : 30/06/2015 - 30/06/2016
Manager Return
56 Dan Roberts -0.4%
57 Brian Kloss -0.5%
57 Gary Herbert -0.5%
57 Regina Borromeo -0.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 3.2% 3.5%
2015 -2.2% 5.0% 0.0% -6.8% 0.1%
2014 3.1% 2.8% 3.2% -1.4% -1.3%
2013 6.4% 2.5% -1.2% 1.5% 3.5%

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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.