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You are here: Manager factsheet

Alex Stanic
FundRock Management Company S., Artemis Fund Managers Limited, Lazard Asset Management, Artemis Investment Mgmt LLP
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Manager profile
Alex is Head of Global Equities and is also co-manager of the Artemis‘ ‘global select’ and ‘leading consumer brands’ strategies. He graduated from the University of Edinburgh with an MA in Economics and Social Geography. He joined Cazenove in 1995, moving to Newton Investment Management in 1998 to join its global equity team and becoming the investment leader for the team. After founding and heading the global equities division of River & Mercantile Asset Management in 2009, he joined JP Morgan Asset Management in 2015 as a managing director and senior portfolio manager within its international equity group, running global equity portfolios and specialising in concentrated-but-diversified portfolios. He joined Artemis in March 2023.
Total return for Alex Stanic
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alex Stanic

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
Alex Stanic 17.6 -10.5 1.0 45.3 2.5 11.5 -5.6 - - 12.0
Peer Group Composite 16.7 -4.7 7.8 38.7 -6.3 8.3 -2.2 - - 14.5
Over / Under 0.9 -5.8 -6.8 6.6 8.8 3.2 -3.4 - - -2.5
Performance vs peer group composite: Alex Stanic
How a manager matches up against their peers gives you some idea of how talented they are. 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 8
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Artemis (Lux) - Global Select Co-managed FO Equity - Ethical since Mar 01 2023 to present
Artemis Global Select Co-managed UT Global since Mar 01 2023 to present
Mid Wynd International Investment Trust PLC Co-managed IT Global since Mar 01 2023 to present
Artemis (Lux) - Leading Consumer Brands Co-managed FO Equity - Ethical since Dec 01 2023 to present
Funds managed previously
Fund Periods
R&M Global Opportunities since Oct 08 2009 to fund close
R&M Global Equity since Oct 14 2009 to fund close
JPM Global Unconstrained Equity since Aug 24 2017 to Nov 30 2022
JPM Global Unconstrained Equity since Aug 24 2017 to Oct 31 2022
BNY Mellon Global Opportunities since May 01 2004 to Feb 28 2009
BNY Mellon Sustainable Global Equity since May 01 2004 to Jan 31 2009
BNY Mellon Global Opportunities since Jul 01 2005 to Feb 28 2009
JPM Global Sustainable Equity since Sep 12 2018 to Jan 31 2022
BNY Mellon Real Return since Aug 05 2002 to Mar 30 2004
SJP Global since Feb 13 2008 to Dec 31 2008
R&M International Equity (ex-US) since Dec 18 2013 to fund close
JPM Global Developing Trends since Mar 31 2016 to Aug 13 2015
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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