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You are here: Manager factsheet
Mark Slater FE Alpha Manager
MFM
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has underperformed 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 rising market.
Manager profile
Mark Slater co-founded Slater Investments, the specialist UK equity fund manager, in 1994. The company manages a hedge fund, three unit trusts and portfolios for large pension schemes and high net worth individuals. Mark is Chairman and Chief Investment Officer. The company has achieved very strong investment performance since inception. Notably, Slater Investments managed a top performing fund in the mid to late 1990s and produced very resilient results during the 2000-2003 bear market. More recently, the company’s MFM Slater Growth Fund ranked as the best performing fund over 2010 encompassing all categories of UK equity funds, while the MFM Slater Recovery Fund was also one of the best performing UK equity funds over the same period. Mark was named the Best Fund Manager Over One Year by Professional Adviser based on the MFM Slater Growth Fund’s 2010 performance and has won several other awards more recently. Prior to founding Slater Investments, Mark worked as a financial journalist with Analyst PLC and the Investor’s Chronicle. Also, in 1992, he helped research and edit a best-selling investment book “The Zulu Principle” for his father, Jim Slater, which focuses on identifying small to medium-sized growth companies. During his career, Mark has served on the boards of four public companies in which he was a substantial shareholder. Mark has an MA in History from Cambridge University.
Total return for Mark Slater
 
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 : Mark Slater

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
Mark Slater 6.8 -5.8 33.8 57.3 -26.6 -15.7 11.1 25.7 16.4 40.0
Peer Group Composite 18.0 -2.8 13.8 34.4 -26.3 -8.4 12.3 33.2 8.9 26.5
Over / Under -11.2 -3.0 20.0 22.9 -0.3 -7.3 -1.2 -7.5 7.5 13.5
Performance vs peer group composite: Mark Slater
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
MFM Bowland Lead manager UT UK All Companies since Jul 12 1999 to present
MFM Slater Recovery Lead manager UT UK All Companies since Apr 04 2003 to present
MFM Slater Growth Lead manager UT UK All Companies since Apr 20 2005 to present
MFM Slater Income Co-managed UT UK Equity Income since Sep 19 2011 to present
Funds managed previously
Fund Periods
No previously managed funds
 
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