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You are here: Manager factsheet

David Walton

 FE fundinfo Alpha Manager
Marlborough Investment Managem
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Manager profile
David graduated with a first class degree in economics from Cambridge University before joining M&G, where he was a European equities fund manager with responsibility for small/mid-caps. In 2000 David joined Baillie Gifford, where he took on responsibility for the European small cap portfolios including the Baillie Gifford European Smaller Companies Fund and delivered strong outperformance. David joined the investment team in January 2013 and has managed the European Special Situations Fund since October 2013.
Total return for David Walton
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Walton

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 Walton 13.0 -0.7 -21.2 58.9 11.0 3.7 -5.1 16.3 24.1 12.3
Peer Group Composite 14.9 4.2 -20.6 34.3 1.6 6.2 -6.8 22.4 15.1 10.7
Over / Under -1.9 -4.9 -0.6 24.6 9.4 -2.5 1.7 -6.1 9.0 1.6
Performance vs peer group composite: David Walton
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Marlborough European Special Situations Lead manager UT Europe Excluding UK since Oct 01 2013 to present
Funds managed previously
Fund Periods
Baillie Gifford Global Discovery since Apr 01 2001 to Dec 31 2009
IFSL Marlborough Nano-Cap Growth since Oct 31 2013 to Mar 01 2020
M&G European Select since Jan 01 1998 to Aug 01 1999
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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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