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You are here: Manager factsheet

James Dowey

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Manager profile
James co-manages the Liontrust Global Dividend and Liontrust Global Innovation funds with Storm Uru. They have jointly developed the Global Innovation approach to the Global Equity investment process. James joined Liontrust as part of the acquisition of Neptune Investment Management in October 2019 and has 15 years of experience in the industry. He has also researched and taught the history of innovation at the London School of Economics. He has an MA in economics from Edinburgh University, an MPhil in economics from King’s College, Cambridge University and a PhD from the London School of Economics
Total return for James Dowey
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
Discrete calendar year performance : James Dowey

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 Dowey 33.3 -4.1 3.4 40.8 -2.3 - - - - -
Peer Group Composite 21.7 0.0 9.4 38.2 -12.0 - - - - -
Over / Under 11.6 -4.1 -6.0 2.6 9.7 - - - - -
Performance vs peer group composite: James Dowey
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
Outperformed peer group composite
3 years
out of a possible 5
Overall markets
Underperformed peer group composite
2 years
out of a possible 5
Rising markets
Outperformed peer group composite
2 years
out of a possible 3
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Global Innovation Co-managed UT Global since Jul 01 2019 to present
Liontrust Global Dividend Co-managed UT Global Equity Income since Feb 01 2021 to present
Liontrust Global Technology Co-managed UT Technology & Technology Innovation since Feb 08 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
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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