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Citywire UK awards: Equity Nominees

Citywire UK awards: Equity Nominees

Today we announce the final nominees for the Citywire UK Awards in the Equity sectors.

The winners will be announced at a dedicated ceremony on March 23 in London which will recognise the best risk-adjusted performers in equities, fixed income, alternative ucits and mixed assets.

We have filtered through all of the funds registered for sale in the UK to identify the top manager, on a risk-adjusted return basis, in 15 key sectors. We will also be handing out separate awards in recognition of the best fund management groups in 10 sectors.

Here are the nominees across the nine equity sectors:

Equity - Asia Pacific Excluding Japan

Fund managers

Emily Dong
BlackRock
David Raper
Comgest
Jonathan Pines
Hermes Investment Management
Joohee An
Mirae Asset
Tom Naughton
Prusik Investment Management

 

Groups

First State
Hermes Investment Management
Mirae Asset
Prusik Investment Management
Veritas Asset Management
 

Equity - Europe Excluding UK

Fund managers

James Inglis-Jones & Samantha Gleave
Liontrust
David Walton
Marlborough Fund Managers
Ronnie Sabel
Russell Investments
Michael Clements
SYZ Group
Charles Glasse
Waverton
 

Groups

BlackRock
Invesco
Russell Investments
Stonehage Fleming Investment Management
T Rowe Price
 

Equity – Global

Fund managers

Peter Langerman, Philippe Brugère-Trélat & Tim Rankin
Franklin Templeton Investments
Terry Smith
Fundsmith
Christian Scherrer
LGT Capital Partners
David Blood
Lombard Odier Investment Managers
John Boselli
Wellington Management
 

Groups

Artemis
Fundsmith LLP
Lindsell Train
Old Mutual Global Investors
Sanlam FOUR
 

Equity - Global Emerging Markets

Fund managers

Gary Greenberg
Hermes Investment Management
Philippe Langham
RBC Global Asset Management
Simon Roe
State Street Global Advisors
Gonzalo Pangaro
T. Rowe Price
Geoffrey Wong
UBS Asset Management
 

Groups

Fidelity International
Henderson Global Investors
Hermes Investment Management
Invesco
RAM Active Investments
 

Equity – Japan

Fund managers

Steve Glod
BLI - Banque de Luxembourg Investments
Richard Aston
Coupland Cardiff
Ken Maeda
Schroders
Joël Le Saux
SYZ Group
Albert Abehsera
Union Bancaire Privée
 

Groups

Atlantis Investment Management
Baillie Gifford
Coupland Cardiff
Legg Mason
Ruffer
 

Equity - UK All Companies

Fund managers

Keith Ashworth-Lord
Castlefield
Aruna Karunathilake
Fidelity International
David Smith
Henderson Global Investors
Nick Train
Lindsell Train
Anthony Cross & Julian Fosh
Liontrust

Groups

GVQ Investment Management
Invesco
Lindsell Train
Miton Group
Sanditon Asset Management
 

Equity - UK Equity Income

Fund managers

Adam Avigdori & Mark Wharrier
BlackRock
Ben Russon, Colin Morton & Mark Hall
Franklin Templeton Investments
Ben Whitmore
Jupiter
Francis Brooke
Troy
Ben Peters & Hugh Yarrow
Wise Investments

Groups

Chelverton
Invesco
Majedie Asset Management
Marlborough Fund Managers
Royal London Asset Management
 

Equity - UK Smaller Companies

Fund managers

David Stevenson, Douglas Lawson & Paul Jourdan
Amati
Paul Mumford
Cavendish
Judith Mackenzie
Downing
Jonathan Brown
Invesco
Anthony Cross & Julian Fosh
Liontrust
 

Groups

Amati
Cavendish
Downing
Fidelity International
Liontrust
 

Equity - US

Fund managers

Angel Agudo
Fidelity International
Margaret Vitrano & Peter Bourbeau
Legg Mason
Amadeo Alentorn, Ian Heslop & Mike Servent
Old Mutual Global Investors
Dan Davidowitz & Damon Ficklin
Polen Capital Management
Howard Gleicher
St James's Place
 

Groups

Edgewood Management
Fidelity International
Majedie Asset Management
Old Mutual Global Investors
Polen Capital Management
 

CITYWIRE BEST GROUP AWARDS METHODOLOGY

To win an award, groups must go through the Citywire Group Ratings methodology, which pits them against the best talent in an investment sector. The winner is the top fund group available to investors in the UK.

How does it work?

Citywire Group Ratings recognise the expertise of the group as a whole in managing money in specific investment sectors over seven years. This rewards the depth of talent that sits at the core of the best asset management houses.

We filter to include only the group’s strategies that are registered for sale in the UK. This provides the best platform to reward the best groups in the UK.

Our unique, quant-based methodology ensures fair and transparent scrutiny of the capabilities of each fund group, and allows for comparison between boutiques and global giants.

The key components of the methodology are:

Manager experience: Every fund manager that has managed money for three years or more counts towards the Citywire Fund Group Rating in every sector they are eligible for.

The longer the better: The analysis period covers seven years. Within this time frame, the average of the manager’s rolling three years risk-adjusted performance in the sector is calculated. This is weighted based on the period of activity during the time frame. The more we know about the managers the better, meaning consistency of outperformance and experience are rewarded.

Outperformance: Managers must add value above their benchmark over this time period. How much they outperform gives them a manager score.

Handling money: Managers are attributed a small bonus for managing considerable assets in a sector.

Scoring the group: All managers in the fund group active in that sector, who fulfil the criteria, have their scores averaged to produce a group score.

CITYWIRE BEST FUND MANAGER METHODOLOGY

Best Fund Manager Awards go to the individual fund manager generating the highest risk-adjusted returns in a particular sector over the past three years to 31 December 2016 in the UK. These are based on the individual track records for all funds they have run in the sector over this period.

Best Fund Manager Awards are derived by isolating the individuals with the highest risk-adjusted returns at a sector level over three years to 31 December 2016. In order to qualify, fund managers must run a fund registered for sale in the UK.

Our ratings methodologies are actuarially approved by AKG Actuaries & Consultants.

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