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You are here: Manager factsheet

Paul Udall

Lombard Odier Funds (Europe) S
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Manager profile
Paul Udall joined Investment Industry in 1995. Paul joined Morley in September 2002 as a Valuation Specialist developing absolute return models for European Equities. Paul started managing the SRI Long Short fund in Oct 2003. Paul previously worked for AXA Investment Management as a Global Equity Analyst. Paul holds a BSc in Finance and Accounting from University of East Anglia and a MSc in Investment Analysis from University of Stirling. He is a member of both the CFA Institute and UK Society of Investment Professionals.
Total return for Paul Udall
Discrete calendar year performance : Paul Udall

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
Paul Udall 15.3 -5.9 -11.5 24.2 31.4 - - - - -
Peer Group Composite 15.1 0.5 -9.9 26.6 30.5 - - - - -
Over / Under 0.2 -6.4 -1.6 -2.4 0.9 - - - - -
Performance vs peer group composite: Paul Udall
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
2 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
LO Planetary Transition Co-managed FO Equity - Ethical since Mar 16 2020 to present
LO Future Electrification Co-managed FO Commodity & Energy since May 24 2023 to present
Funds managed previously
Fund Periods
GAM Star Geo since Dec 29 2010 to Oct 31 2013
IV - Climate Transition since Aug 03 2020 to fund close
Liontrust Sustainable Future Global Growth since Apr 01 2005 to Nov 30 2006
Liontrust Sustainable Future Managed Growth since Apr 01 2005 to Mar 31 2006
LO Circular Economy since Nov 16 2020 to Jan 05 2021
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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