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You are here: Manager factsheet

Anthony Eaton
Valu-Trac Investment Managemen
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Manager profile
Anthony Eaton began his career in 1984, working as a fund manager’s junior at Laurie Milbank before moving to Hoare Govett as a private client fund manager in 1987. Anthony then moved to Greig Middleton in 1991, being appointed a director in 1996. He joined JM Finn & Co in 2001, initially as a private client fund manager. Anthony was the lead manager of the CF JM Finn Global Opportunities Fund from 2005 to 2019, when its sale to Thornbridge was completed.
Total return for Anthony Eaton
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 : Anthony Eaton

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
Anthony Eaton 11.7 -10.1 6.9 50.7 - - - - - -
Peer Group Composite 16.7 -3.5 7.7 38.2 - - - - - -
Over / Under -5.0 -6.6 -0.8 12.5 - - - - - -
Performance vs peer group composite: Anthony Eaton
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
1 year
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Downing Global Investors Lead manager UT Global since Mar 24 2020 to present
Funds managed previously
Fund Periods
Thornbridge Thornbridge Global Opportunities since Oct 01 2005 to Aug 31 2019
CF JM Finn Africa since Nov 30 2010 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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