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:

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

New entrants to the FE Alpha Manager Hall of Fame 2019:

NOTES TO EDITORS

About FE
www.financialexpress.net
FE is a leading international provider of data and technology to the asset management and wealth management industries, with clients ranging from the world’s largest asset managers and banks to financial advisers and distributors. FE connects these groups to enable better informed investment decision making, providing data, documents, tools, research, ratings and model portfolios. In November 2018, FE joined forces with two fund data businesses based in Europe ꟷfundinfo (Switzerland) and F2C (Luxembourg).  This combination harnesses the complementary capabilities, reach and resource of each firm, increasing the breadth and depth of the client offering and positioning the firm for rapid international growth. FE employs c.600 people across UK, Switzerland, Luxembourg, India, Australia and other European and Asian centres.

-ENDS-

Media Contact

Claire Lewis

PR Manager

T / +44 207 534 7661

E / Claire.Lewis@financialexpress.net

[1] For each of the past five years, these managers have been consistently FE Alpha Manager rated for seven years