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You are here: Manager factsheet

Cormac Weldon
Allied Dunbar International, Artemis Fund Managers Limited, FundRock Management Company S.
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Manager profile
Cormac has managed Artemis’ US equity strategies since launch. He studied accounting and finance at Dublin City University, graduating in 1987 and joining KPMG. After moving to Provident Mutual where he was a US equity analyst, Cormac spent two years as a fund manager for the British Gas Pension Fund. He joined Threadneedle in 1997, later becoming head of the North America team and the lead manager of three of its US funds. He moved to Artemis in 2014.
Total return for Cormac Weldon
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 : Cormac Weldon

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
Cormac Weldon 34.9 -10.8 10.0 48.3 -2.5 18.7 5.5 33.5 2.3 26.4
Peer Group Composite 21.8 -4.9 9.6 52.0 -8.3 14.7 -0.4 34.4 -1.2 25.0
Over / Under 13.1 -5.9 0.4 -3.7 5.8 4.0 5.9 -0.9 3.5 1.4
Performance vs peer group composite: Cormac Weldon
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Allied Dunbar North American Growth Lead manager FO Equity - North America since Jun 01 1984 to present
Artemis US Select Co-managed UT North America since Sep 19 2014 to present
Artemis US Smaller Companies Co-managed UT North American Smaller Companies since Oct 27 2014 to present
Artemis (Lux) US Smaller Companies Co-managed FO Equity - Small Cap USA since May 11 2018 to present
Artemis (Lux) - US Select Co-managed FO Equity - USA since Nov 12 2018 to present
Funds managed previously
Fund Periods
CT American Select since Nov 01 2001 to Jan 22 2014
CT American Smaller Companies (US) since Sep 01 2005 to Dec 31 2013
Artemis US Equity since Sep 19 2014 to fund close
CT (Lux) American Select since Sep 01 2009 to Jan 22 2014
CT American since Jun 01 2011 to Jan 22 2014
CT (Lux) American since Dec 01 2011 to Jan 22 2014
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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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