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You are here: Manager factsheet

Stephen Rodger

Baillie Gifford
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Poor stockpicking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Stephen graduated BSc (Hons) in Management Science from the University of St Andrews in 1990 and an MA in Accounting and Finance from the London School of Economics in 1994. He joined Baillie Gifford in 2000 and is Head of the Credit Team. Stephen became a Partner in 2008.
Total return for Stephen Rodger
 
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stephen Rodger

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
Stephen Rodger 9.7 3.2 12.0 4.6 18.6 -7.6 -2.4 -1.1 1.9 10.8
Peer Group Composite 7.8 3.1 10.5 1.0 13.6 2.4 -1.0 -1.2 1.4 10.2
Over / Under 1.9 0.1 1.5 3.6 5.0 -10.0 -1.4 0.1 0.5 0.6
Performance vs peer group composite: Stephen Rodger
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 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford Corporate Bond Co-managed UT Sterling Strategic Bond since Sep 01 2000 to present
Baillie Gifford Investment Grade Bond Lead manager UT Sterling Corporate Bond since Nov 30 2001 to present
Funds managed previously
Fund Periods
Baillie Gifford Investment Grade Long Bond since Feb 04 2003 to Jul 31 2003
Baillie Gifford Investment Grade Long Bond since Mar 01 2004 to May 31 2004