Felipe Villarroel

Toolset

Fund Performance

You are here:

Manager factsheet

Felipe Villarroel
TwentyFour Asset Management LL
Manager factsheet pdf RSS Feed

Manager profile

Felipe joined TwentyFour in 2011 and is a Portfolio Manager in the Multi-Sector Bond team. Felipe’s main responsibility is managing Multi-Sector Bond funds. He is also a member of the Investment Committee. Prior to joining TwentyFour, Felipe worked as an Asset Allocation and Strategy Analyst at Celfin Capital in Chile, now part of the BTG Pactual group. There, Felipe took an active role in developing the team’s strategic view of the global macro economy and asset classes. He graduated from Pontificia Universidad Catolica de Chile with a Bachelor’s degree in Economics and Business Administration before obtaining a Masters in Finance from London Business School. Felipe is also a CFA Charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 14.5 years

+5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Felipe Villarroel	7.0	27.8	25.0	32.5	52.1
Peer Group Composite	6.0	16.7	14.8	17.5	33.3
Over / Under	1.0	11.1	10.2	15.0	18.8

Total return for Felipe Villarroel

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

70-106m

82-118m

94-130m

106-142m

118-154m

Discrete calendar year performance : Felipe Villarroel

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Felipe Villarroel	7.0	16.5	2.5	-12.5	11.7	1.4	4.5	1.7	9.6	3.0
Peer Group Composite	6.0	10.4	-0.2	-8.9	8.0	-3.1	5.5	0.4	4.9	7.7
Over / Under	1.0	6.1	2.7	-3.6	3.7	4.5	-1.0	1.3	4.7	-4.7

Performance vs peer group composite: Felipe Villarroel

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

Outperformed peer group composite

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

TwentyFour Dynamic Bond	Co-managed	IA Sterling Strategic Bond	since Mar 02 2011 to present
TwentyFour Focus Bond	Co-managed	IA Unclassified	since Feb 29 2012 to present
TwentyFour Select Monthly Income Ltd	Co-managed	IT Debt - Loans & Bonds	since Mar 10 2014 to present