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You are here: Manager factsheet

David Gait

 FE fundinfo Alpha Manager
Stewart Investors (First Senti, Stewart Investors (First Senti
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
David is Head of the Sustainable Funds Group and a Portfolio Manager. He sits on the Stewart Investors Board. David joined the team as a graduate in 1997. He is lead manager of Asia Pacific Leaders Sustainability and Asia Pacific Sustainability strategies, as well as Pacific Assets Investment Trust. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.
Total return for David Gait
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Gait

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 Gait 11.3 -1.6 -5.5 19.3 11.5 4.5 8.2 11.8 25.5 -3.0
Peer Group Composite 14.6 -2.3 -8.5 12.0 17.3 9.4 -2.5 20.6 22.6 -3.8
Over / Under -3.3 0.7 3.0 7.3 -5.8 -4.9 10.7 -8.8 2.9 0.8
Performance vs peer group composite: David Gait
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
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
4 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Stewart Investors Asia Pacific All Cap Lead manager IA Specialist since Dec 19 2005 to present
Pacific Assets Trust plc Lead manager IT Asia Pacific since Jul 31 2010 to present
Stewart Investors Indian Subcontinent All Cap Co-managed (deputy) IA India/Indian Subcontinent since Aug 01 2012 to present
Stewart Investors Asia Pacific Leaders Lead manager IA Specialist since Jun 30 2016 to present
Stewart Investors Worldwide All Cap Co-managed (deputy) IA Global since Jul 31 2016 to present
Stewart Investors Global Emerging Markets All Cap Co-managed (deputy) IA Global Emerging Markets since May 31 2017 to present
Stewart Investors Worldwide Leaders Lead manager FO Equity - Ethical since May 31 2018 to present
Stewart Investors Worldwide All Cap Co-managed (deputy) FO Equity - Ethical since Feb 11 2019 to present
Stewart Investors Asia Pacific Leader Lead manager FO Equity - Asia Pacific ex Japan since Feb 18 2019 to present
Stewart Investors Global Emerging Markets All Cap Co-managed (deputy) FO Equity - Emerging Markets since Feb 18 2019 to present
Stewart Investors Asia Pacific All Cap Lead manager FO Equity - Asia Pacific ex Japan since Feb 25 2019 to present
Stewart Investors Asia Pacific and Japan All Cap Co-managed (deputy) IA Asia Pacific Including Japan since Dec 31 2019 to present
Stewart Investors Worldwide Leaders Co-managed (deputy) IA Global since Dec 31 2019 to present
Stewart Investors Global Emerging Markets Leaders Co-managed IA Global Emerging Markets since Apr 01 2022 to present
Stewart Investors Global Emerging Markets Leaders Co-managed (deputy) FO Equity - Emerging Markets since Apr 01 2022 to present
Funds managed previously
Fund Periods
Stewart Investors Global Emerging Markets All Cap since Apr 08 2009 to May 30 2017
FSSA Indian Subcontinent since Nov 15 2006 to Sep 30 2014
Stewart Investors Indian Subcontinent All Cap since Jan 31 2008 to Jul 31 2012
Stewart Investors Worldwide All Cap since Nov 01 2012 to Jul 30 2016
Stewart Investors Global Emerging Markets Leaders Sustainability since Dec 02 2021 to fund close
Stewart Investors Worldwide Equity since Sep 30 2019 to fund close
Stewart Investors Asia Pacific and Japan All Cap since Apr 30 2014 to Aug 30 2015
Stewart Investors Global Emerging Markets Leaders since Sep 30 2009 to Jan 29 2011
Stewart Investors Global Emerging Markets Leaders Sustainability since Jan 18 2022 to fund close
Stewart Investors Indian Subcontinent All Cap since Mar 31 2007 to Jan 30 2008
Stewart Investors Asia Pacific Leaders since Aug 31 2015 to Jun 29 2016
Stewart Investors Worldwide Equity since Sep 30 2019 to fund close
Stewart Investors Global Emerging Markets Leaders since Sep 30 2009 to Jan 30 2010
Stewart Investors Asia Pacific and Japan All Cap since Sep 30 2019 to Dec 30 2019
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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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