Revealed: The FE Alpha Manager Awards 2017 Shortlist

By Corporate

Updated on Monday, 10 April, 2017

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

BNY Mellon

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