We are pleased to announce that 42 managers have made it into the 2017 FE Alpha Manager Hall of Fame - an elite group of managers who have been consistently FE Alpha-rated over the last seven years.
Over half of the managers in this select group - which represents approximately 2% of the industry - have retained their seat for the third-year running. There are 10 new entrants including equity income expert Francis Brooke of Troy Asset Management, Nick Train, the quality growth manager of Lindsell Train and value and small cap guru Alex Wright of Fidelity.
Mika-John Southworth, director at FE, said: “Investors crave consistency from asset managers to help protect their capital, especially in periods of prolonged uncertainty and market volatility. Seven years of delivering risk-adjusted alpha and consistent outperformance is a big ask. 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.
“Over half of the members of the FE Alpha Manager Hall of Fame have maintained their place for the past three years. Given the unpredictable market conditions we have been facing in recent years, it is also particularly encouraging to see so many managers enter the FE Hall of Fame for the first time.”
Managers retaining their place in the FE Alpha Manager Hall of Fame for the third-year running include fixed income heavyweights Richard Woolnough of M&G and Fidelity’s Ian Spreadbury. Star UK equity income manager Neil Woodford also made the grade again this year alongside Crux Asset Management’s Richard Pease and Standard Life’s Harry Nimmo. Please see the tables below for the full list of managers in the 2017 FE Alpha Manager Hall of Fame.
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, 193 fund managers were awarded an FE Alpha Manager Rating in the 2017 rebalance and Schroders and Fidelity International topped the board at a group level. 56 new Alpha Managers were awarded, 40 of which had never previously made the list.
The Hall of Fame will be unveiled and displayed at the FE Alpha Manager Awards ceremony to be held at the Tate Modern on 11 May, 2017.
FE Alpha Manager Hall of Fame Members 2017
|
Name |
Group |
|
Alex Grispos |
Ruffer |
|
Alex Wright |
Fidelity International |
|
Alexander Darwall |
Jupiter Asset Management |
|
Algy Smith-Maxwell |
Jupiter Asset Management |
|
Alister Hibbert |
BlackRock |
|
Andrew Brough |
Schroders Investment Management |
|
Andrew C. Green |
GAM Fund Management Ltd |
|
Barry Norris |
Argonaut Capital Partners |
|
Ben Russon |
Franklin Templeton Funds |
|
Crispin Odey |
Odey Asset Management |
|
Daniel Nickols |
Old Mutual Global Investors(UK)Ltd |
|
David Ballance |
Ruffer |
|
David Dudding |
Columbia Threadneedle Investments |
|
Dr. Guy Donovan Morrell |
HSBC Global Asset Management |
|
Francis Brooke |
Troy Asset Management |
|
Giles Hargreave |
Marlborough Fund Managers |
|
Gordon Grender |
GAM Fund Management Ltd |
|
Guy de Blonay |
Jupiter Asset Management |
|
Harry Nimmo |
Standard Life Investments |
|
Ian Spreadbury |
Fidelity International |
|
James Thomson |
Rathbone Unit Trust Management Ltd |
|
Jamie Hamilton |
M&G UK |
|
Jenny Jones |
Schroders Investment Management |
|
John Chatfeild-Roberts |
Jupiter Asset Management |
|
John Wood |
JO Hambro Capital Management |
|
Julian Fosh |
Liontrust Fund Partners LLP |
|
Leigh Himsworth |
Fidelity International |
|
Mark Slater |
MFM |
|
Martin Lau |
First State Investments |
|
Mary McBain |
Ruffer |
|
Neil Woodford |
Woodford Investment Management |
|
Nick Train |
Lindsell Train |
|
Paul Spencer |
Franklin Templeton Funds |
|
Richard Pease |
CRUX Asset Management Limited |
|
Richard Woolnough |
M&G UK |
|
Rob Burnett |
Neptune |
|
Robert Hay |
Newton |
|
Robin Hepworth |
EdenTree Investment Management |
|
Stephen Bailey |
Liontrust Fund Partners LLP |
|
Stephen Thariyan |
Henderson Management SA |
|
Steve Russell |
Ruffer |
|
Tim Wood |
McInroy & Wood Portfolios Ltd |
Managers with three consecutive years in FE Alpha Manager Hall of Fame:
|
Name |
Group |
|
Algy Smith-Maxwell |
Jupiter Asset Management |
|
Andrew Brough |
Schroders Investments Ltd |
|
Andrew C. Green |
GAM Fund Management Ltd |
|
Barry Norris |
Argonaut Capital Partners |
|
Ben Russon |
Franklin Templeton Funds |
|
Crispin Odey |
Odey Asset Management |
|
Daniel Nickols |
Old Mutual Global Investors(UK)Ltd |
|
David Dudding |
Columbia Threadneedle Investment Services Ltd |
|
Giles Hargreave |
Marlborough Fund Managers |
|
Gordon Grender |
GAM Fund Management Ltd |
|
Harry Nimmo |
Standard Life Investments |
|
Ian Spreadbury |
Fidelity International |
|
Jenny Jones |
Schroders Investment Management |
|
John Chatfeild-Roberts |
Jupiter Asset Management |
|
John Wood |
JO Hambro Capital Management |
|
Leigh Himsworth |
Fidelity International |
|
Mark Slater |
MFM |
|
Martin Lau |
First State Investments |
|
Neil Woodford |
Woodford Investment Management |
|
Richard Pease |
CRUX Asset Management Limited |
|
Richard Woolnough |
M&G UK |
|
Rob Burnett |
Newton & BNY Mellon Asset Management |
|
Robin Hepworth |
EdenTree Investment Management |
|
Stephen Bailey |
Liontrust Fund Partners LLP |
New entrants to the FE Alpha Manager Hall of Fame 2017:
|
Name |
ManagerName |
|
Alex Grispos |
Ruffer |
|
Alex Wright |
Fidelity International |
|
Alister Hibbert |
BlackRock |
|
David Ballance |
Ruffer |
|
Dr. Guy Donovan Morrell |
HSBC Investment Funds |
|
Francis Brooke |
Troy Asset Management Ltd |
|
Guy de Blonay |
Jupiter Asset Management |
|
Nick Train |
Lindsell Train |
|
Stephen Thariyan |
Henderson Global Investors Ltd |
|
Tim Wood |
McInroy & Wood Portfolios Ltd |