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Joseph Portera

Joseph Portera

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About Joseph Portera

Born in Brooklyn, New York, in 1959, Joseph Portera began his career at Chemical Bank in 1984, focusing on international research and trading. He switched to a portfolio manager role with ABN-AMRO three years later and has also managed portfolios for Fiduciary Trust Company and Mackay Shields. From their New York base, Portera and MacKay Shields colleague Matt Philo take charge of the Scottish Widows High Income Bond fund. The duo use a mixture of top-down and bottom-up disciplines with strict risk controls to generate consistent good performance. Portera graduated from Fordham University with a BA in Soviet Studies in 1981 and followed this with an MA in International Political Economy & Development.

Runs institutional money

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Citywire Rating: Not Eligible

Joseph Portera does not currently have the required track record to be eligible for a Citywire Rating. See methodology


  • ORated AAA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017


  • JRated AA in Jan 2018


Alternative UCITS - Bond Strategies
over : 30/09/2015 - 30/09/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% -1.8% 0.6%
2017 4.8% 2.3% 1.6% 0.8% 0.1%
2016 6.3% 0.8% 2.5% 3.6% -0.7%
2015 -0.6% 2.6% -0.6% -2.3% -0.2%
2014 0.9%

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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.