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You are here: Manager factsheet

Robert Davy
Schroder UT Managers, Schroder Investment Management, Schroder Investmt Mgt(EUR)S.A.
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Manager profile
Robert Davy is a Portfolio Manager for the Hartford Schroders Emerging Markets Equity Fund. He joined Schroders in 1986 as an analyst on the UK equity team, moving to the US desk as a fund manager in 1988. During the 1990s Robert established Schroders' offices and businesses in Latin America, before transitioning to his current role in the Global Emerging Markets team in 2000. His investment career commenced upon joining Peat Marwick in 1982, qualifying as a chartered accountant in 1986. Robert earned an MA in History, Magdalene College, Cambridge University.
Total return for Robert Davy
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 : Robert Davy

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
Robert Davy 5.5 -5.6 -11.7 49.9 -12.0 -1.0 13.0 38.0 -9.7 13.2
Peer Group Composite 6.7 -4.5 -8.0 45.9 -15.4 -1.9 8.7 33.1 -9.9 10.9
Over / Under -1.2 -1.1 -3.7 4.0 3.4 0.9 4.3 4.9 0.2 2.3
Performance vs peer group composite: Robert Davy
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 5
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Global Emerging Markets Co-managed UT Global Emerging Markets since Apr 01 2003 to present
Schroder Institutional Developing Markets Co-managed FO Equity - Emerging Markets since Apr 01 2003 to present
Schroder ISF Emerging Markets Co-managed FO Equity - Emerging Markets since Apr 01 2003 to present
Schroder ISF Emerging Markets Equity Alpha Co-managed FO Equity - Emerging Markets since Dec 11 2017 to present
Funds managed previously
Fund Periods
Schroder ISF Global Emerging Markets Commodities since Jun 13 2008 to fund close
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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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