PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Cormac Weldon
Allied Dunbar International, Artemis Fund Managers Limited
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
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 34.3 -2.4 -8.6 30.3 12.6 13.2 11.4 17.8 28.4 10.9
Peer Group Composite 26.4 -3.5 -4.7 33.0 8.1 9.9 7.7 13.1 28.9 7.7
Over / Under 7.9 1.1 -3.9 -2.7 4.5 3.3 3.7 4.7 -0.5 3.2
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
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
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 IA North America since Sep 19 2014 to present
Artemis US Smaller Companies Co-managed IA North American Smaller Companies since Oct 27 2014 to present
Artemis Funds (Lux) US Smaller Companies Co-managed FO Equity - Small Cap USA since May 11 2018 to present
Artemis Funds (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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Is it too late to benefit from the Trump rally? By Cormac Weldon and Adrian Brass  21-Nov-2024
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group Pridham Report: Equity income gains popularity but appetite for passives wanes By Patrick Sanders  20-Nov-2024
Group Half the world’s best investments are in emerging markets, Artemis’ number crunchers find By Emma Wallis  18-Nov-2024
Fund Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
Group Has Japan’s story played out? By Patrick Sanders  11-Nov-2024
Fund The immediate fund winners from Donald Trump’s election win By Gary Jackson  11-Nov-2024
Sector Where Baillie Gifford is looking for the next Nvidia By Emma Wallis  08-Nov-2024
Sector Five funds to weather the storm of Trump’s second term By Matteo Anelli and Emma Wallis  08-Nov-2024
Sector The best and worst funds in October By Gary Jackson  01-Nov-2024
Group Five funds for an emerging markets revival By Gary Jackson  30-Oct-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc