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You are here: Manager factsheet

Barry Norris

FE Alpha Manager
Argonaut Capital Partners
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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 similar in rising and falling markets.
Manager profile
Barry Norris graduated from Cambridge University in 1996 with an MA in History, and in 1997 with an MPhil in International Relations (with distinction) and holds the CFA charter. He is one of the Founding Partners of Argonaut and is assisted on the fund by fellow fund managers Oliver Russ CFA , and Greg Bennett CFA.
Total return for Barry Norris
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
Discrete calendar year performance : Barry Norris

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
Barry Norris 14.2 23.0 3.1 11.7 -4.5 1.2 -7.9 13.8 26.1 49.6
Peer Group Composite 6.1 19.8 3.2 4.3 1.0 -13.1 -5.5 15.8 18.9 28.6
Over / Under 8.1 3.2 -0.1 7.4 -5.5 14.3 -2.4 -2.0 7.2 21.0
Performance vs peer group composite: Barry Norris
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
Outperformed peer group composite
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
5 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Argonaut Pan European Alpha Lead manager FO Equity - Europe inc UK since May 12 2005 to present
FP Argonaut European Alpha Lead manager UT Europe Excluding UK since May 12 2005 to present
FP Argonaut Absolute Return Lead manager UT Targeted Absolute Return since Feb 18 2009 to present
Funds managed previously
Fund Periods
Neptune European Opportunities since Nov 29 2002 to May 05 2005
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