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You are here: Manager factsheet

Stephen Bailey

FE Alpha Manager
Liontrust Fund Partners LLP
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Stephen Bailey joined Liontrust in April 2012, transferring from Walkers Crips Asset Managers. Stephen started his career in stockbroking in 1985 as a private client portfolio manager with Statham, Duff, Stoop. He followed this with a year at Sheppards & Chase, before joining Walker Crips Weddle Beck plc in 1987. During his time at Walker Crips, he was investment director of Walker Crips Group and, with the support of Jan Luthman, was the architect and driving force behind the development of their asset management business.
Total return for Stephen Bailey
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stephen Bailey

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Stephen Bailey 7.0 15.6 6.2 -1.2 14.7 15.3 -16.6 6.0 14.9 30.3
Peer Group Composite 6.8 21.2 15.5 -3.5 11.7 11.0 -19.9 8.1 15.0 21.9
Over / Under 0.2 -5.6 -9.3 2.3 3.0 4.3 3.3 -2.1 -0.1 8.4
Performance vs peer group composite: Stephen Bailey
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Macro UK Growth Co-managed UT UK All Companies since Aug 01 2002 to present
Liontrust Macro Equity Income Co-managed UT UK Equity Income since Oct 31 2003 to present
Funds managed previously
Fund Periods
Liontrust Macro UK High Alpha since Oct 25 2006 to fund close
TB Walker Crips Corporate Bond since Mar 01 2007 to Apr 13 2012
CF UK since Feb 17 2010 to fund close
TB Walker Crips Corporate Bond since Oct 01 2002 to Dec 31 2004