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Jonathan Curtis

Jonathan Curtis

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About Jonathan Curtis

Jonathan Curtis joined the Franklin Equity Group in 2008 as an equity analyst covering technology companies. Prior to joining Franklin, Jonathan spent four years on the sell side researching enterprise data networking and telecom equipment companies. Before transitioning to the financial services industry, Jonathan was a software and systems engineer for 12 years at a variety of companies including Nortel Networks, CIENA and Caspian Networks. Jonathan holds an M.B.A. from Berkeley's Haas School of Business and a B.Sc in electrical engineering from Rensselaer Polytechnic Institute.

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Citywire Rating: A rated

2019

  • JRated A in Jun 2019
  • JRated A in Jul 2019
  • ARated A in Aug 2019
  • SRated A in Sep 2019
  • ORated Plus in Oct 2019
  • NNot rated in Nov 2019
  • DNot rated in Dec 2019

2020

  • JRated Plus in Jan 2020
  • FNot rated in Feb 2020
  • MRated Plus in Mar 2020
  • ARated Plus in Apr 2020
  • MRated Plus in May 2020
  • JRated A in Jun 2020
  • JRated A in Jul 2020

Performance

Equity - Technology
over : 30/06/2019 - 30/06/2020
Manager Return
2 Samantha S. Lau 36.1%
2 Lei Qiu 36.1%
4 Jonathan Curtis 34.5%
4 JP Scandalios 34.5%
4 James Cross 34.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2020 Annual Q1 Q2 Q3 Q4
2020 -10.0% 38.1%
2019 38.0% 23.5% 3.3% -1.7% 10.0%
2018 1.4% 7.6% 5.0% 5.8% -15.3%
2017 40.0% 13.6% 7.7% 8.6% 5.4%
2016 12.7% -3.5%
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)..