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You are here: Manager factsheet

James Mahon
Church House Investment Mgmt
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
James is Joint Chief Investment Officer and was instrumental in the establishment of Church House Investment Management in 1999. He brings many years of experience to his role, became a member of the London Stock Exchange in 1980 and has held a number of senior posts including being a partner in stockbrokers Galloway & Pearson, a director of Hoare Govett and Managing Director of Archdale Securities. James is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Total return for James Mahon
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 : James Mahon

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
James Mahon 16.6 1.9 -14.6 24.2 -5.0 6.3 -0.2 9.0 12.4 3.4
Peer Group Composite 17.4 1.3 -13.0 26.2 -2.2 7.2 -1.4 10.1 11.9 4.7
Over / Under -0.8 0.6 -1.6 -2.0 -2.8 -0.9 1.2 -1.1 0.5 -1.3
Performance vs peer group composite: James Mahon
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 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
IFSL Church House UK Equity Growth Co-managed UT UK All Companies since Jan 20 2001 to present
IFSL Church House Balanced Equity Income Lead manager UT Mixed Investment 40-85% Shares since May 31 2007 to present
IFSL Church House Tenax Absolute Return Strategies Co-managed UT Targeted Absolute Return since Nov 22 2007 to present
IFSL Church House Esk Global Equity Co-managed UT Global since Dec 31 2009 to present
IFSL Church House UK Smaller Companies Co-managed UT UK Smaller Companies since Feb 28 2020 to present
Funds managed previously
Fund Periods
IFSL Church House Balanced Equity Income since Jun 02 2007 to Dec 31 2017
IFSL Church House Investment Grade Fixed Interest since Dec 11 2000 to Dec 31 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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