The Grand Masters of asset management revealed: 42 managers make it into the 2017 FE Hall of Fame

By Corporate

Updated on Tuesday, 28 March, 2017

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