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You are here: Manager factsheet

David Stevenson
Amati Global Investors, Waystone Fund Services (UK) Li
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Manager profile
David joined Amati in 2012. In 2005, he was a co-founding partner of investment boutique Cartesian Capital, which managed a range of retail and institutional UK equity funds in long only and long/short strategies. Prior to that he was Assistant Director at SVM, where he also managed equity products including the small/midcap UK Opportunities Fund. David started his career at KPMG where he qualified as a Chartered Accountant. He latterly specialised in corporate finance, before moving into private equity with Dunedin Fund Managers. David has co-managed the TB Amati UK Smaller Companies Fund and the Amati AIM VCT since 2012, and the Amati AIM IHT Portfolio Service since 2014.
Total return for David Stevenson
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 Stevenson

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 Stevenson 10.7 -19.7 -30.7 31.0 15.5 3.2 0.2 42.8 7.6 7.5
Peer Group Composite 12.3 -9.6 -28.4 45.1 3.2 -1.2 2.0 25.0 6.0 9.0
Over / Under -1.6 -10.1 -2.3 -14.1 12.3 4.4 -1.8 17.8 1.6 -1.5
Performance vs peer group composite: David Stevenson
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 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Amati Aim VCT Plc Co-managed IT VCT AIM Quoted since Jul 01 2012 to present
WS Amati UK Listed Smaller Companies Co-managed UT UK Smaller Companies since Jul 01 2012 to present
Funds managed previously
Fund Periods
SVM UK Active plc since Apr 27 1994 to Aug 31 2005
Amati VCT Plc since Jul 01 2012 to fund close
Ignis Cartesian UK Opportunities since Dec 29 2005 to Sep 06 2011
SVM UK Opportunities since Mar 20 2000 to Nov 11 2005
SVM UK Emerging since Oct 18 2000 to Nov 11 2005
NTMF UK Equity Plus since Dec 01 2006 to fund close
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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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