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You are here: Manager factsheet

Stephen McCormick

FE fundinfo Alpha Manager
Polar Capital
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Manager profile
Stephen joined Polar Capital in October 2010 and is co-manager of the Global Convertible Fund and the Global Absolute Return Fund. Prior to moving into convertible trading, Stephen was a research analyst at Tucker Anthony. In 1993 he became a partner in Forum Capital Markets, eventually joining Paine Webber in 1994 where he went on to manage their convertible department until 1998. He was a senior member of the convertible sales team at Morgan Stanley before establishing and managing Valmiki Capital Management in 2005. The following year, he moved to Moore Capital where he, as a member of a three-person team, managed a $1bn global long/short equity portfolio before joining Vicis Capital to manage the US convertible bond portfolio in 2008.
Total return for Stephen McCormick
Discrete calendar year performance : Stephen McCormick

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
Stephen McCormick 14.1 -4.6 2.3 2.7 18.2 0.5 7.7 2.9 17.4 5.2
Peer Group Composite 7.2 -0.6 -2.6 1.8 9.5 1.0 -2.2 7.2 15.8 -0.7
Over / Under 6.9 -4.0 4.9 0.9 8.7 -0.5 9.9 -4.3 1.6 5.9
Performance vs peer group composite: Stephen McCormick
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Polar Capital Global Convertible Co-managed IA Specialist Bond since Aug 30 2013 to present
Polar Capital Global Absolute Return Co-managed IA Targeted Absolute Return since Dec 31 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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