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50 Managers make it into the 2018 FE Hall of Fame

  • 21 managers retain their place in the FE Hall of Fame for fourth-year running
  • 13 managers enter FE Hall of Fame for first time

LONDON, 16 APRIL 2018: FE, provider of investment research, software and data to the asset management industry, announced today that 50 fund managers have made it into the 2018 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 40% (21) of the managers in this select group have retained their seat for the fourth year running – since the Hall of Fame was launched in 2015. There are also 13 new entrants including UK equities expert Anthony Cross of Liontrust, Teera Chanpongsang, the Emerging Asia fund manager at Fidelity and sustainable investment specialist, Mike Fox of Royal London.   

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.”

Managers retaining their place in the FE Alpha Manager Hall of Fame for the fourth year running include fixed income heavyweights Richard Woolnough of M&G and Fidelity’s Ian Spreadbury.  US equities manager Jenny Jones of Schroders also made the grade again this year alongside Aberdeen Standard’s Harry Nimmo and Neptune’s Rob Burnett.

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 three components: risk-adjusted alpha; consistency of outperformance versus their benchmark; and outperformance in both up and down markets.

Overall, 198 FE Alpha Manager Ratings were awarded in the 2018 rebalance.  There were 43 new entrants this year, 32 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 Museum of London on 17 May, 2018.

FE Alpha Manager Hall of Fame Members 2018

 

Name

Group

Alex Grispos

Ruffer

Alex Wright

Fidelity

Alexander Darwall

Jupiter

Algy Smith-Maxwell

Jupiter

Alister Hibbert

BlackRock

Andrew Brough

Schroders

Andrew C. Green

GAM

Anthony Cross

Liontrust

Ariel Bezalel

Jupiter

Barry Norris

Argonaut

Ben Russon

Franklin Templeton

Daniel Nickols

Old Mutual Global Investors

David Ballance

Ruffer

David Dudding

Columbia Threadneedle

David Gait

Stewart Investors

Dr. Guy Morrell

HSBC Global Asset Management

Francis Brooke

Troy Asset Management

Giles Hargreave

Marlborough Fund Managers

Gordon Grender

GAM

Guy de Blonay

Jupiter

Harry Nimmo

Aberdeen Standard Investments

Ian Fishwick

Fidelity

Ian Spreadbury

Fidelity

James Thomson

Rathbones

Jamie Hamilton

M&G

Jenny Jones

Schroders

John Chatfeild-Roberts

Jupiter

John Lo

Fidelity

Julian Fosh

Liontrust

Leigh Himsworth

Fidelity

Mark Barnett

Invesco

Mark Martin

Neptune

Mark Slater

Slater Investments

Martin Lau

First State Investments

Mary McBain

Ruffer

Mike Fox

Royal London

Neil Woodford

Woodford Investment Management

Nick Train

Lindsell Train

Paul Marriage

Tellworth

Paul Spencer

Franklin Templeton

Richard Pease

CRUX

Richard Woolnough

M&G

Rob Burnett

Neptune

Robert Smith

Baring Asset Management

Robin Hepworth

EdenTree Investment Management

Steve Cordell

Schroders

Steve Russell

Ruffer

Stuart Mitchell

St. James's Place

Teera Chanpongsang

Fidelity

Tim Wood

McInroy & Wood Portfolios


Managers with four consecutive years in FE Alpha Manager Hall of Fame:

Name

Group

Algy Smith-Maxwell

Jupiter

Andrew Brough

Schroders

Andrew C. Green

GAM

Barry Norris

Argonaut

Ben Russon

Franklin Templeton

Daniel Nickols

Old Mutual Global Investors

David Dudding

Columbia Threadneedle

Giles Hargreave

Marlborough Fund Managers

Gordon Grender

GAM

Harry Nimmo

Aberdeen Standard Investments

Ian Spreadbury

Fidelity International

Jenny Jones

Schroders

John Chatfeild-Roberts

Jupiter

Leigh Himsworth

Fidelity

Mark Slater

Slater Investments

Martin Lau

First State Investments

Neil Woodford

Woodford Investment Management

Richard Pease

CRUX

Richard Woolnough

M&G

Rob Burnett

Neptune

Robin Hepworth

EdenTree

 

New entrants to the FE Alpha Manager Hall of Fame 2018:

Name

Group

Anthony Cross

Liontrust

Ariel Bezalel

Jupiter

David Gait

Stewart Investors

Ian Fishwick

Fidelity

John Lo

Fidelity

Mark Barnett

Invesco

Mark Martin

Neptune

Mike Fox

Royal London

Paul Marriage

Tellworth

Robert Smith

Baring Asset Management

Steve Cordell

Schroders

Stuart Mitchell

St. James's Place

Teera Chanpongsang

Fidelity

-ENDS-