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Terry Smith, Richard Watts and Anthony Srom enter FE fundinfo Alpha Manager ‘Hall of Fame’

23 April 2021

The FE fundinfo Alpha Manager Hall of Fame rewards the fund managers who have been Alpha-rated consistently for seven years.

By Rory Palmer,

Reporter, Trustnet

Terry Smith, Jupiter’s Richard Watts and Fidelity’s Anthony Srom have joined the 2021 Alpha Manager ‘Hall of Fame’ list, which recognises the consistent strong performance of fund managers.

Managers gain an FE fundinfo Alpha rating by delivering strong performance in a range of market conditions and are ranked according to their track records since 2000.

The rating is based on on three components: risk-adjusted alpha; consistency of outperformance versus their benchmark; and outperformance in both up and down markets.

To qualify for the Hall of Fame, a manager must have been consistently FE fundinfo Alpha Manager-rated for the past seven years.

In addition, among the 48 individuals that were already in the Hall of Fame, only 10 managers have been members without interruption for the last seven years.

They are Martin Lau of First Sentier Investors, Harry Nimmo at Standard Life Aberdeen, Mark Slater at Slater Investments, Richard Woolnough at M&G, Giles Hargreave of Marlborough Fund Managers, Fidelity’s Leigh Himsworth, Jupiter’s John Chatfeild-Roberts and Daniel Nickols, David Dudding of Columbia Threadneedle and Richard Pease at CRUX Asset Management.

Charles Younes, research manager at FE fundinfo, said: “There’s no doubt that throughout the global pandemic, the very best active fund managers have demonstrated their value time and again.

“As we encounter further periods of volatility the managers on our Hall of Fame will no doubt continue to demonstrate their expertise and deep market understanding to ensure their funds perform well.”

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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.