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You are here: Manager factsheet
Jan Luthman FE Alpha Manager
Liontrust Fund Partners LLP, Capita Financial Managers
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have tended to be relatively better in a falling market.
Manager profile
Jan Luthman joined Liontrust in April 2012, transferring from Walkers Crips Asset Managers (WCAM). Jan Luthman graduated in Civil Engineering from St. Andrews University in 1967. He spent eighteen years managing a range of earthmoving, timber, mining, oilfield and vehicle distributorships in Liberia and the Middle-East. An active and successful private investor during the 1980's, Luthman was amongst the first to pass the Securities Association (now the Securities Institute) exams in Investment Analysis in 1987, followed by Fund Management in 1988. However, the value of this unusual combination of formal qualifications, international corporate management and practical investment experience lay largely unrecognised and untapped until he joined Walker Crips in 2000. Now, working alongside colleague Stephen Bailey, he takes charge of the Walker Crips UK Growth, Equity Income, UK High Alpha and Sterling Corporate Bond funds. Including institutional segregated mandates, Walker Crips Asset Managers (WCAM) had approximately £550M under management at the beginning of 2010. A fan of good wine, good food, photography and pub walks, Luthman dabbles in Old English as well as stories and fables at www.fables.co.uk.
Total return for Jan Luthman
 
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 : Jan Luthman

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
Jan Luthman 5.8 1.2 14.0 30.9 -17.7 -3.2 6.0 30.5 15.2 20.5
Peer Group Composite 18.3 -0.4 12.2 30.9 -21.7 -7.8 11.2 27.3 9.3 15.3
Over / Under -12.5 1.6 1.8 0.0 4.0 4.6 -5.2 3.2 5.9 5.2
Performance vs peer group composite: Jan Luthman
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Macro UK Growth Co-managed UT UK All Companies since Mar 05 2002 to present
Liontrust Macro Equity Income Co-managed UT UK Equity Income since Oct 31 2003 to present
CF UK Co-managed UT UK All Companies since Feb 17 2010 to present
Funds managed previously
Fund Periods
Liontrust Macro UK High Alpha since Oct 25 2006 to fund close
CF Walker Crips Corporate Bond since Mar 01 2007 to Apr 13 2012
CF Walker Crips Corporate Bond since Oct 01 2002 to Oct 01 2005
 
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