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You are here: Manager factsheet

Spencer Adair
Baillie Gifford & Co Ltd, Baillie Gifford Worldwide Fund
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Manager profile
Spencer is an investment manager in the Global Alpha Team. He joined Baillie Gifford in 2000 and became a partner in 2013. He has been an investment manager in the Global Alpha Team since its inception in 2005 and Monks Investment Trust since 2015. He became an investment manager in the International Concentrated Growth Strategy in 2021. Spencer has also spent time working in the Fixed Income, Japanese, European, Emerging Markets and UK Equities teams. He graduated BSc in Medicine from the University of St Andrews in 1997.
Total return for Spencer Adair
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 : Spencer Adair

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
Spencer Adair 28.9 -1.2 -28.8 23.9 27.1 15.6 -0.4 25.3 29.9 7.7
Peer Group Composite 23.1 1.1 -12.5 27.0 6.0 10.1 1.6 15.0 22.0 5.2
Over / Under 5.8 -2.3 -16.3 -3.1 21.1 5.5 -2.0 10.3 7.9 2.5
Performance vs peer group composite: Spencer Adair
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford International Co-managed UT Global since Mar 01 2010 to present
Baillie Gifford Global Alpha Growth Co-managed UT Global since Mar 08 2010 to present
Baillie Gifford Wrldwd Rsposbl Glb Alpha Prs-Algnd Co-managed FO Equity - Ethical since Sep 28 2011 to present
Baillie Gifford Worldwide Global Alpha Co-managed FO Equity - International since May 01 2013 to present
Baillie Gifford Global Alpha Paris-Aligned Co-managed UT Global since Apr 15 2021 to present
Monks Investment Trust PLC Lead manager IT Global since Apr 30 2021 to present
Funds managed previously
Fund Periods
Monks Investment Trust PLC since Mar 27 2015 to Apr 30 2021
Baillie Gifford Investment Grade Long Bond since Aug 01 2003 to Feb 28 2004
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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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