Written on April 08, 2019

“2018 Roundtable – End of Year Stock Picker Results”

 

 

Introduction
By: Sam Ogrizovich, CFP®

From an investment results perspective, 2018 was quite unusual.  And, not in a good way!  The OFM Wealth 4th Quarter 2018 newsletter featured the challenges that a diverse portfolio experienced.

To further focus on the challenges of 2018, we have attached an investment performance summary of Barron’s roundtable members.  These are bright, experienced, and savvy investors.  Did I hear ouch?

 

“2018 Roundtable – End of Year Stock Picker Results”
Written for Barron’s Magazine
Data Compiled By: Lauren R. Rublin
Published: January 14, 2019

 

Scott Black

Founder & President of Delphi Management with over 40 years of financial experience ranging from general management to corporate finance.

  Scott Black Average Return for 2018     (25.68%)

Scott Black Average Return for Second Half Picks      (28.80%)

 

Henry Ellenbogen

Chief Investment Officer & Portfolio Manager at T. Rowe Price. He has managed New Horizons Fund since 2010 which currently has around $24 billion in assets.

Henry Ellenbogen Average Returns for 2018     32.60%

 

Henry Ellenbogen Average Returns for Second Half Picks     (33.90%)

 

Jeffrey Gundlach

Mr. Gundlach is the Chief Executive Officer & Chief Investment officer at DoubleLine, an investment management firm. He is recognized as an expert in bonds and other debt related investments.

Jeffrey Gundlach Average Return for 2018     (10.80%)

Jeffrey Gundlach Average Return for Second Half Picks      (11.06%)

 

Oscar Schafer

Mr. Schafer serves as the Chairman at Rivulet Capital. Rivulet Capital employs long/short term strategies and invests in companies with Mid & Small market capitalizations.

Oscar Schafer Average Return for 2018     9.88%

Oscar Schafer Average Returns for Second Half Picks     (16.95%)

 

Abby Joseph Cohen

Ms. Joseph Cohen has years of strong financial experience. She currently serves as the Senior Investment Strategist at Goldman Sachs but began her career as an economist for the Federal Reserve Board.

Abby Joseph Cohen Average Return for 2018     (12.60%)

Abby Joseph Cohen Average for Second Half Picks     (17.43%)

 

Mario Gabelli

Mr. Gabelli is the Chairman and Chief Executive Officer of GAMCO investors, Inc. Mr. Gabelli has a long history of financial experience, he founded GAMCO investors in 1977.

Mario Gabelli Average Return for 2018     (10.16%)

Mario Gabelli Average Return for Second Half Picks     (5.08%)

 

William Priest

Mr. Priest is the Chief Executive and Co-Chief Investment Officer of Epoch Investment Partners. He is the fund manager for Epoch’s Global Equity Fund which currently manages $2.1 billion in assets.

William Priest Average Return for 2018 Picks     (25.46%)

William Priest Average Return for 2018 Second Half Picks     (10.90%)

 

Meryl Witmer

Ms. Witmer is a General Partner at Witmer Asset Management, LLC. Ms. Witmer has an extensive background involving investments. She began her career in 1983 as a financial analyst for Witter Realty.

Meryl Witmer Average Returns for 2018 Picks     (5.28%)

Meryl Witmer Average Returns for Second Half Picks     (32.93%)

 

Paul Wick

Mr. Wick has over 19 years of investment experience. Mr. Wick runs the Seligman Horizon US Communications & Info fund which he has been managing since May of 1997.

Paul Wick Average Return for 2018     (38.47%)

Paul Wick Average Return for Second Half Picks      7.00%

 

Stock Picker Averages for 2018

Source: https://www.barrons.com/articles/barrons-2018-roundtable-report-card-51547260079

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