Five active US equity funds offering the most alpha since Trump's election

The best performers revealed

Lauren Mason
clock • 2 min read

Baillie Gifford American, Loomis Sayles U.S. Equity Leaders, Morgan Stanley US Advantage and T. Rowe Price US Blue Chip Equity are the S&P 500 benchmarked strategies within the IA North America sector to have achieved top-quartile alpha generation and bottom-quartile tracking errors relative to their average peer since US President Donald Trump was elected on 8 November 2016 to time of writing (26 October), according to research from Investment Week using data from FE fundinfo.

Baillie Gifford American, Loomis Sayles U.S. Equity Leaders, Morgan Stanley US Advantage and T. Rowe Price US Blue Chip Equity are the S&P 500 benchmarked strategies within the IA North America sector to have achieved top-quartile alpha generation and bottom-quartile tracking errors relative to their average peer since US President Donald Trump was elected on 8 November 2016 to time of writing (26 October), according to research from Investment Week using data from FE fundinfo. Over recent years, and particularly since lockdown was implemented earlier this year, the rapid growth of the F...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

More than 8,300 Woodford investors now part of RGL's case against Hargreaves Lansdown

More than 8,300 Woodford investors now part of RGL's case against Hargreaves Lansdown

30 April deadline

Eve Maddock-Jones
clock 25 March 2025 • 1 min read
Brickwood AM launches second value fund broadening out to global equities

Brickwood AM launches second value fund broadening out to global equities

TM Brickwood Global Value fund

Eve Maddock-Jones
clock 20 March 2025 • 1 min read
Quilter WealthSelect slashes bond holdings across MPS

Quilter WealthSelect slashes bond holdings across MPS

Boosts cash levels and alternatives exposure

Beth Brearley
clock 20 March 2025 • 2 min read
Trustpilot
Loading page