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You are here: Manager factsheet

David F Ridland

 FE fundinfo Alpha Manager
Valu-Trac Investment Managemen
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Manager profile
David is the Fund Manager and founding Partner of Castlebay. He was a fund manager at Ignis Asset Management for 11 years, initially covering Japanese equities before moving to the UK desk in 2002 managing institutional and retail investment mandates. On 15th September 2008 David joined Barclays Wealth where he managed Scottish Charities and the large segregated portfolios until he left to establish Castlebay at the start of 2013.
Total return for David F Ridland
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 : David F Ridland

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
David F Ridland 8.1 2.1 -6.8 16.9 -1.3 9.5 3.3 12.0 10.3 2.9
Peer Group Composite 17.4 4.0 -12.7 36.0 -15.6 6.8 -3.3 15.5 8.3 0.4
Over / Under -9.3 -1.9 5.9 -19.1 14.3 2.7 6.6 -3.5 2.0 2.5
Performance vs peer group composite: David F Ridland
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Castlebay UK Equity Lead manager IA UK All Companies since Jan 28 2015 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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