61 managers make it into the 2019 FE Hall of Fame
17 managers retain their place in the FE Hall of Fame for fifth-year running
18 managers enter FE Hall of Fame for first time
LONDON, 25 MARCH 2019: FE announced today that 61 fund managers have made it into the 2019 FE Alpha Manager Hall of Fame - an elite group of managers who have been consistently FE Alpha Manager rated over the last seven years.
Over a quarter (27%) of the managers in this select group have retained their seat for a fifth year running[1] – since the Hall of Fame was launched in 2015. These managers include Mark Slater, US equities manager Jenny Jones of Schroders, Fidelity’s Leigh Himsworth, Giles Hargreave from Marlborough Fund Managers and Merian Global Investors’ Daniel Nickols.
There are also 18 new entrants this year including Columbia Threadneedle’s Mark Heslop, Andrew Holliman of Polar Capital, Margaret Lawson of SVM, Fidelity’s Jeremy Podger and Spencer Adair from Baillie Gifford.
Charles Younes, research manager at FE said: “Seven years of delivering risk-adjusted alpha and consistent outperformance is a big ask, especially during prolonged periods of uncertainty and market volatility. It’s therefore very encouraging to see so many managers retaining their spot or joining this elite group for the first time. Investors can be confident that the performance of managers in the FE Hall of Fame is down to genuine skill and conviction, rather than luck.”
FE Alpha ratings are judged according to managers’ track records since 2000, with extra weighting for those with the longest track records to highlight the benefits of experience. The rating is based on two components: risk-adjusted alpha and consistency of outperformance versus their benchmark.
Overall, 200 FE Alpha Manager Ratings were awarded in the 2019 rebalance. There were 54 new entrants this year, 38 of which had never previously been awarded an FE Alpha Manager Rating.
The Hall of Fame will be displayed at the FE Alpha Manager Awards ceremony to be held at the London Symphony Orchestra, St Luke's, on Thursday 16 May 2019.
FE Alpha Manager Hall of Fame Members 2019:
Name |
Group |
Alex Grispos |
Ruffer |
Alex Savvides |
JO Hambro Capital Management |
Alex Wright |
Fidelity |
Alexander Darwall |
Jupiter Asset Management |
Alister Hibbert |
BlackRock |
Andrew Brough |
Schroders |
Andrew C. Green |
GAM Investments |
Andrew Headley |
Veritas Asset Management |
Andrew Holliman |
Polar Capital |
Anthony Cross |
Liontrust |
Ariel Bezalel |
Jupiter Asset Management |
Barry Norris |
Argonaut Capital Partners |
Bryan Agbabian |
Allianz Global Investors |
Charles Richardson |
Veritas Asset Management |
Chris Hutchinson |
Unicorn Asset Management |
Daniel Nickols |
Merian Global Investors |
David Ballance |
Ruffer |
David Dudding |
Columbia Threadneedle Investments |
David Gait |
Stewart Investors |
Dr. Guy Morrell |
HSBC Global Asset Management |
Ezra Sun |
Veritas Asset Management |
Francis Brooke |
Troy Asset Management |
Giles Hargreave |
Marlborough Fund Managers |
Gordon Grender |
GAM Investments |
Guy de Blonay |
Jupiter Asset Management |
Harry Nimmo |
Aberdeen Standard Investments |
Ian Fishwick |
Fidelity |
James Thomson |
Rathbone Investment Management |
Jamie Hamilton |
M&G Investments |
Jenny Jones |
Schroders |
Jeremy Podger |
Fidelity |
John Chatfeild-Roberts |
Jupiter Asset Management |
Julian Fosh |
Liontrust |
Leigh Himsworth |
Fidelity |
Luke Kerr |
Merian Global Investors |
Margaret Lawson |
SVM Asset Management |
Mark Barnett |
Invesco Asset Management |
Mark Costar |
JO Hambro Capital Management |
Mark Heslop |
Columbia Threadneedle Investments |
Mark Martin |
Neptune Investment Management |
Mark Slater |
Slater Investments |
Martin Lau |
First State Investments |
Mary McBain |
Ruffer |
Mike Fox |
RLUM |
Neil Woodford |
Woodford Investment Management |
Nick Train |
Lindsell Train |
Paul Marriage |
Tellworth Investments |
Paul Spencer |
Franklin Templeton Investments |
Richard Pease |
CRUX Asset Management |
Richard Woolnough |
M&G Investments |
Robert Smith |
Baring Asset Management |
Robin Hepworth |
EdenTree Investment Management |
Robin Parbrook |
Schroders |
Robrecht Wouters |
JO Hambro Capital Management |
Roger Morley |
MFS Meridian Funds |
Sean Ashfield |
Consistent Unit Trust |
Spencer Adair |
Baillie Gifford |
Steve Russell |
Ruffer |
Teera Chanpongsang |
Fidelity |
Thorsten Winkelmann |
Allianz Global Investors |
Tim Wood |
McInroy & Wood Portfolios |
Managers with five consecutive years in FE Alpha Manager Hall of Fame:
Name |
Group |
Andrew Brough |
Schroders |
Andrew C. Green |
GAM |
Barry Norris |
Argonaut Capital Partners |
Daniel Nickols |
Merian Global Investors |
David Dudding |
Columbia Threadneedle Investments |
Giles Hargreave |
Marlborough Fund Managers |
Gordon Grender |
GAM |
Harry Nimmo |
Aberdeen Standard Investments |
Jenny Jones |
Schroders |
John Chatfeild-Roberts |
Jupiter |
Leigh Himsworth |
Fidelity |
Mark Slater |
Slater Investments |
Martin Lau |
First State Investments |
Neil Woodford |
Woodford Investment Management Ltd |
Richard Pease |
CRUX Asset Management Limited |
Richard Woolnough |
M&G |
Robin Hepworth |
EdenTree Investment Management |
New entrants to the FE Alpha Manager Hall of Fame 2019:
Name |
Manager |
Alex Savvides |
JO Hambro Capital Management |
Andrew Headley |
Veritas Asset Management |
Andrew Holliman |
Polar Capital |
Bryan Agbabian |
Allianz Global Investors |
Charles Richardson |
Veritas Asset Management |
Chris Hutchinson |
Unicorn Asset Management |
Ezra Sun |
Veritas Asset Management |
Jeremy Podger |
Fidelity |
Luke Kerr |
Merian Global Investors |
Margaret Lawson |
SVM Asset Management |
Mark Costar |
JO Hambro Capital Management |
Mark Heslop |
Columbia Threadneedle Investments |
Robin Parbrook |
Schroders |
Robrecht Wouters |
JO Hambro Capital Management |
Roger Morley |
MFS Meridian Funds |
Sean Ashfield |
Consistent Unit Trust |
Spencer Adair |
Baillie Gifford |
Thorsten Winkelmann |
Allianz Global Investors |
NOTES TO EDITORS
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[1] For each of the past five years, these managers have been consistently FE Alpha Manager rated for seven years.