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You are here: Manager factsheet

Robert Lancastle

 FE fundinfo Alpha Manager
JO Hambro Capital Management, St. Jamess Place UT Group Ltd
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Manager profile
Robert provides support to Ben Leyland, Senior Fund Manager of the J O Hambro Global Opportunities strategy. Prior to joining J O Hambro, Robert worked for Orbis Investment Advisory as an Equity Analyst for the Orbis Global Equity strategy, focused on the retail, media, technology, oil & gas and insurance sectors. Previously, Robert taught Maths and Physics at Wellington College. Robert holds a BEng and MEng from Cambridge University and is a CFA Charterholder.
Total return for Robert Lancastle
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 : Robert Lancastle

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
Robert Lancastle 15.1 2.4 3.8 11.6 0.7 9.6 6.8 7.8 25.6 12.7
Peer Group Composite 19.8 4.6 -7.0 18.1 10.9 11.4 2.3 14.4 18.5 2.4
Over / Under -4.7 -2.2 10.8 -6.5 -10.2 -1.8 4.5 -6.6 7.1 10.3
Performance vs peer group composite: Robert Lancastle
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 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
JOHCM Global Opportunities Co-managed IA Global since Jun 29 2012 to present
JOHCM Global Opportunities Co-managed IA Global since May 01 2017 to present
SJP Global Quality Co-managed IA Unclassified since Dec 14 2020 to present
Funds managed previously
Fund Periods
JOHCM Global Opportunities since Jun 29 2012 to Apr 30 2017
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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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