William Pattisson

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Fund Performance

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Manager factsheet

William Pattisson
Ardevora
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Manager profile

William is Chief Executive Officer of Ardevora Asset Management, a global equities asset management specialist he co-founded with Jeremy Lang in 2010. Prior to establishing Ardevora, William spent a decade with Liontrust Asset Management where he was (with Jeremy Lang) responsible for UK equity portfolios and all investment management operations. William joined Liontrust in 1999 from Fleming Investment Management where he became Head of the UK Equity Specialist team, before being appointed Head of UK Equities. William began his career in 1986 at James Capel Fund Managers where he managed North American and UK equities. William has a degree in Chemistry from the University of Oxford.

FOLLOW ON FUNDSWIRE

Annualised total return over 22.7 years

+6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
William Pattisson	14.9	8.9	42.3	61.1	115.2
Peer Group Composite	15.0	22.5	51.0	62.0	105.3
Over / Under	-0.1	-13.6	-8.7	-0.9	9.9

Total return for William Pattisson

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 : William Pattisson

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

William Pattisson	14.9	-4.8	-0.4	37.9	-5.5	9.4	4.2	19.6	2.8	8.6
Peer Group Composite	15.0	-1.1	7.6	37.1	-10.1	6.3	0.9	18.8	-2.5	9.4
Over / Under	-0.1	-3.7	-8.0	0.8	4.6	3.1	3.3	0.8	5.3	-0.8

Performance vs peer group composite: William Pattisson

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

Outperformed peer group composite

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Ardevora Global Long Only Equity	Co-managed	FO Equity - International	since Nov 29 2013 to present

Funds managed previously

Fund	Periods

Ardevora Global Equity	since Feb 18 2011 to fund close
Liontrust First Large Cap	since Oct 14 1999 to Mar 24 2009
ES Ardevora UK Income	since Apr 02 2012 to fund close
Liontrust Institutional First Large Cap	since Feb 06 2001 to fund close
Ardevora UK Income	since Jan 11 2011 to fund close
Ardevora UK Equity	since Feb 11 2011 to fund close
Ardevora Global Long Only Equity SRI	since Aug 12 2016 to fund close
Ardevora Global Growth	since Mar 09 2018 to fund close
Liontrust Focus 350	since Dec 21 2005 to fund close