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You are here: Manager factsheet
Stuart Mitchell FE Alpha Manager
St. Jamess Place UT Group Ltd, SW Mitchell Capital
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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 rising market.
Manager profile
Stuart Mitchell was born in Scotland and educated at Fettes College and St. Andrews University where he read Medieval History. He is also a graduate of the OPM programme from the Harvard Business School. Upon leaving University in 1987 he joined Morgan Grenfell Asset Management (MGAM) and soon afterwards assumed responsibility for managing the continental European equity assets for MGAM's British pension fund clients. Stuart was appointed a director of MGAM in 1996. He was then made Head of European Equities and was responsible for $27 billion of equity assets. Whilst at MGAM he managed the Morgan Grenfell European Fund from January 1990 to June 1996. The fund rose by 123% over that time compared with 85% for the benchmark index. The Fund was awarded 1st place by Micropal (5 year awards) in 1996. In 1998 Stuart left MGAM to become a principal, director and Head of Specialist Equities at J O Hambro Investment Management (JOHIM). At JOHIM he set up and managed a long/short European fund, The Charlemagne Fund. He also managed since inception in December 1998 until March 2005 the JOHIM European Fund. The Fund rose by 133% over that time period and was number 1 rated by Micropal within its sector and three star ranked by S&P. Stuart left JOHIM in March 2005 to establish his own firm S. W. Mitchell Capital LLP.
Total return for Stuart Mitchell
 
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 : Stuart Mitchell

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
Stuart Mitchell 38.9 -21.1 25.3 16.4 -20.1 -16.4 30.7 30.4 23.0 17.0
Peer Group Composite 27.8 -19.2 21.3 14.4 -25.0 -1.7 25.3 23.9 17.7 11.8
Over / Under 11.1 -1.9 4.0 2.0 4.9 -14.7 5.4 6.5 5.3 5.2
Performance vs peer group composite: Stuart Mitchell
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
7 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP Continental European Lead manager UT Europe Excluding UK since Oct 01 2007 to present
SJP Greater European Progressive Co-managed UT Europe Including UK since Sep 01 2009 to present
SWMC European Lead manager FO Hedge/Stru Prod - Equity since Nov 01 2011 to present
Funds managed previously
Fund Periods
Waverton European since Dec 23 1998 to Mar 31 2005
Waverton Continental European since Jul 01 2004 to fund close
DWS European Growth since Sep 01 1996 to May 01 1998
 
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