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You are here: Manager factsheet
John Wood FE Alpha Manager
JO Hambro Capital Management, St. Jamess Place UT Group Ltd
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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 tended to be relatively better in a falling market.
Manager profile
John Wood is Senior Fund Manager of the JOHCM UK Opportunities Fund. He qualified as a chartered accountant at Ernst & Young before joining Newton Investment Management in 1995 as an analyst. During his ten years at Newton, John was very involved in the management of the Newton Income Fund. He also launched an UK Opportunities Fund and managed a number of specific mandates. As a Director in Newton’s UK Equity team, he was also responsible for constructing model portfolios for UK equities. He holds a BA (Hons) in Economics from Warwick University.
Total return for John Wood
 
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 : John Wood

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
John Wood 16.5 3.5 11.7 30.0 -19.8 -0.2 15.4 23.5 11.9 29.2
Peer Group Composite 17.7 -2.5 13.8 34.4 -26.3 -8.4 12.3 26.5 8.9 26.5
Over / Under -1.2 6.0 -2.1 -4.4 6.5 8.2 3.1 -3.0 3.0 2.7
Performance vs peer group composite: John Wood
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
3 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
JOHCM UK Opportunities Lead manager UT UK All Companies since Nov 30 2005 to present
SJP UK & General Progressive Co-managed UT UK All Companies since Sep 01 2009 to present
Funds managed previously
Fund Periods
Newton UK Opportunities since Feb 08 2002 to Jun 30 2005
Newton UK Equity since Feb 01 2002 to Dec 01 2003
Newton UK Equity since Apr 01 2005 to Jul 31 2005
 
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