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You are here: Manager factsheet

James Davidson
Artemis Fund Managers Limited
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Manager profile
After a BA in Economics from the University of Sussex (1992) and a MSc in Economic History from the University of Oxford (1993), James joined Baillie Gifford as an analyst in the US equities team. He then moved to Morgan Grenfell as an analyst and, latterly, a manager of US equities before 13 years at Bank of America Merrill Lynch, where he co-founded and later ran BAML’s global equity sales team. In 2013 James became a portfolio manager at JP Morgan, where he ran global equity income portfolios. He joined Artemis’ global income team in 2018 and co-manages the equities in Artemis’ ‘monthly distribution’ strategy. James is a CFA charterholder.
Total return for James Davidson
Manager career performance
Discrete calendar year performance : James Davidson

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
James Davidson 20.5 2.0 0.4 10.5 23.0 4.7 - 7.0 12.5 3.4
Peer Group Composite 15.6 3.2 -3.1 16.2 5.2 10.9 - 9.3 15.2 1.0
Over / Under 4.9 -1.2 3.5 -5.7 17.8 -6.2 - -2.3 -2.7 2.4
Performance vs peer group composite: James Davidson
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
4 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Artemis Global Income Co-managed IA Global Equity Income since Apr 01 2020 to present
Artemis Monthly Distribution Co-managed IA Mixed Investment 20-60% Shares since Sep 13 2021 to present
Funds managed previously
Fund Periods
JPM Global Dividend since Nov 01 2013 to Mar 04 2018
JPM Global Equity Income since Nov 01 2013 to Mar 04 2018
Artemis (Lux) Global Equity Income since Apr 01 2020 to fund close
JPM Global RE Securities (USD) since Nov 05 2015 to Sep 29 2017
JPMorgan Sustainable Infrastructure since Nov 06 2015 to Sep 30 2017
JPM Global Property Securities since Nov 05 2015 to Jul 31 2017
Artemis Global Equity Income since Nov 29 2018 to fund close
JPM Global Select Equity since Sep 04 2014 to Nov 30 2015
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Don’t fall for small-cap myths By William Tamworth  19-Dec-2024
Group Invesco Perpetual UK Smaller Companies changes manager to Artemis By Emma Wallis  19-Dec-2024
Group The best UK stock-pickers this year By Emma Wallis  19-Dec-2024
Group Books for your Christmas wish list: What Artemis’ fund managers are reading By Anthony Luzio  17-Dec-2024
Sector Six funds for 30-year olds By Matteo Anelli  17-Dec-2024
Group What star UK equity managers are expecting from 2025 By Gary Jackson  16-Dec-2024
Sector Global equity’s great defenders (who we may need again) By Emma Wallis  12-Dec-2024
Group Fund in 5ive: Artemis Short-Duration Strategic Bond By Artemis Fund Managers  06-Dec-2024
Sector Funds for pessimistic investors to protect wealth in a downturn By Emma Wallis  06-Dec-2024
Group Funds for optimistic investors to tap into rising equity markets By Emma Wallis  05-Dec-2024
Group Bond duration: Short can be sweet By Liam O’Donnell  04-Dec-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.

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