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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Samantha McLemore

Samantha McLemore

Showing manager performance in Netherlands View performance globally

About Samantha McLemore

Baltimore-based Samantha McLemore is a portfolio manager at Legg Mason having joined the firm in 2002. She runs the Legg Mason Opportunity Fund, an unconstrained, mostly US equity portfolio using a value investment style. She is a series 7 registered CFA and graduated from the Washington & Lee University Lexington, Virginia where she studied Business and Accounting. Outside of fund management Samantha enjoys spending time with her young children and skiing.

Invests in own strategies

Runs institutional money

Are you Samantha McLemore?

Citywire Rating: Not Rated

2012

  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014

2015

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

2016

  • JRated AA in Jan 2016
  • FNot rated in Feb 2016
  • MRated Plus 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
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017

Performance

Equity - US
over : 31/03/2014 - 31/03/2017
Rank 170/171 Equity - US
Manager Return
167 Peter I. Higgins 36.2%
167 Michael Carmen 36.2%
167 Steven Angeli 36.2%
170 Samantha McLemore 35.2%
171 Gregor Trachsel 20.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 3.4%
2016 2.6% -13.2% -8.7% 19.6% 8.2%
2015 5.6% 18.9% -2.0% -12.2% 3.2%
2014 24.8% 3.4% 4.4% 3.7% 11.6%
2013 57.9% 23.8% 6.9% 7.1% 11.5%
2012 -0.2% 3.4% 6.9%

Related News

Bill Miller weighs up new funds following Legg Mason split

The veteran investor is looking to grow his firm rather than retire and new fund launches are a distinct possibility.

Bill Miller buys Legg Mason’s investment firm stake

Former CIO of asset manager will control 100% of investment management services firm and effectively end 35-year association.

Bleeders to leaders: US equity star McLemore’s steep learning curve

The Legg Mason manager explains how she bounced back from the financial crisis and why she’s still a confident contrarian.

Bill Miller’s protégé makes major bet on US housing

Citywire A-rated manager Samantha McLemore set outs key drivers for stellar three-year outperformance.

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.