60 managers have made it onto the shortlist for this year’s FE Alpha Manager of the Year Awards, with Ian Spreadbury, Jenny Jones, Nick Train, Francis Brooke, Alex Wright and Richard Woolnough among the list of the industry’s top talent.
The list consists of 13 categories, including FE Alpha Manager of the Year and Best New FE Alpha Manager. See table for full list of categories and shortlisted managers.
The managers have been shortlisted from the 193 fund managers that were awarded an FE Alpha Manager Rating in the 2017 rebalance.
Charles Younes, research manager at FE, comments: “The FE Alpha Manager ratings recognise a manager’s ability to create risk-adjusted alpha, outperformance in both rising and falling markets, and those who consistently beat their sector peers. The FE Alpha Manager awards recognise the very best talent in our industry – those who can combine consistent performance throughout their career with phenomenal outperformance over the past year. No small feat if you take into consideration the tricky market conditions that they have had to navigate.
“We initially used the FE Alpha Manager ratings to narrow down the list to the highest-scoring managers. Once we had a more refined list, we used qualitative analysis to pick the brightest stars.”
While the managers in most of the sectors were picked through a mix of quantitative and qualitative assessment, the process of elimination for the Best Manager in Bull Market and Best Manager in Bear Market categories was slightly different. FE looked at specific performance ratios such as bear/bull beta or maximum drawdown to identify the best managers in these different environments.
The winners of each category will be announced at the FE Alpha Manager Awards on 11th May 2017 at The Tate Modern.
2017 FE Alpha Manager Awards Shortlist
|
FE Alpha Manager of the Year |
|
|
Alex Wright |
Fidelity |
|
Chris Reid |
Majedie |
|
Daniel Nickols |
Old Mutual |
|
David Crawford |
City Financial |
|
Julian Fosh |
Liontrust |
|
Best New FE Alpha Manager |
|
|
Jane Davies |
HSBC |
|
Colm McDonagh |
Insight Investment, A BNY Mellon Company |
|
James Hanbury |
Odey AM |
|
Michael Scott |
Schroders |
|
Nick Martin |
Polar Capital |
|
Best UK Equities Alpha Manager |
|
|
Andrew Jackson |
Miton Asset Management |
|
Francis Brooke |
Troy Asset Management |
|
Hugh Yarrow |
Wise Investments |
|
Kevin Murphy and Nick Kirrage |
Schroders |
|
Nick Train |
Lindsell Train |
|
Best UK Smaller Companies Alpha Manager |
|
|
Alex Wright |
Fidelity |
|
Anthony Cross and Julian Fosh |
Liontrust |
|
Giles Hargreave |
Marlborough |
|
Ken Wotton |
Livingbridge |
|
Philip Rodrigs |
River & Mercantile |
|
Best Foreign Specialist (European, US and Asian) Alpha Manager |
|
|
Chisako Hardie |
AXA |
|
Jenny Jones |
Schroders |
|
Mario Gabelli |
GAM |
|
Michael Clements |
SYZ Asset Management |
|
Robin Parbrook |
Schroders |
|
Best Absolute Return Alpha Manager |
|
|
David Ballance and Steve Russell |
Ruffer |
|
Erik Rubingh |
BMO |
|
James Mahon and Jeremy Wharton |
Church House |
|
Stephen Moore |
Artemis |
|
Tim Wilson |
Newton & BNY Mellon |
|
Best Multi Asset Alpha Manager |
|
|
Andy Headley and Charles Richardson |
Veritas Asset Management |
|
Jane Davies |
HSBC Global Asset Management |
|
David Ballance and Steve Russell |
Ruffer |
|
Michael Fredericks |
Blackrock |
|
Steven Andrew |
M&G |
|
Best Strategic Bond Alpha Manager |
|
|
Ariel Bezale |
Jupiter |
|
Ian Spreadbury |
Fidelity |
|
John Godley |
Sarasin |
|
Michael Scott |
Schroders |
|
Richard Woolnough |
M&G |
|
Best Fixed Income Alpha Manager |
|
|
Carl Whitbeck |
AXA |
|
Kenneth J. Taubes |
Pioneer |
|
Michael Della Vedova |
T. Rowe Price |
|
Richard House |
Standard Life Investments |
|
Steve Roth |
Man GLG |
|
Best Global Equities Alpha Manager |
|
|
Andrew Green |
GAM |
|
Andrew Greenup & Peter Meany |
First state |
|
Andrew Holliman |
Polar Capital |
|
Ben Leyland |
JO Hambro |
|
Terry Smith |
Fundsmith |
|
Best Emerging Markets Alpha Manager |
|
|
Amit Mehta |
JP Morgan |
|
Edward Lam |
Somerset Capital Management |
|
Gary Greenberg |
Hermes |
|
Glen Finegan |
Henderson |
|
Will Landers |
Blackrock |
|
Best Alpha Manager in Bear Market |
|
|
Andrew Jackson |
Miton Asset Management |
|
Francis Brooke |
Troy AM |
|
Ian Spreadbury |
Fidelity |
|
Jenna Barnard |
Henderson |
|
Richard Woolnough |
M&G |
|
Best Alpha Manager in Bull Market |
|
|
Daniel Nickols |
Old Mutual |
|
James Salter |
Polar Capital |
|
Kevin Murphy and Nick Kirrage |
Schroders |
|
Spencer Adair |
Baillie Gifford |
|
Stephen Anness |
Invesco Perpetual |