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You are here: Manager factsheet

Michael Simpson, CFA

Barings Intl Fund Mgr (Ire) Lt
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Manager profile
Michael is Head of Barings’ Latin American Equity Team. He joined Barings in October 2011. Prior to joining Barings, Michael worked for Wells Capital Management in San Francisco where for over four years he was a senior equity analyst / associate portfolio manager with responsibility for the Latin American components of four Global Emerging Markets portfolios. He previously held analyst roles at Merrill Lynch, Seven Global Research, Lehman Brothers and Salomon Smith Barney, focusing primarily on Latin American Equities. Michael started his career at PricewaterhouseCoopers in 1998 as a Senior Associate in the Latin American Transaction Advisory Services Team. Michael has a BA in Economics and a BSc in Business Administration from Boston University and a Masters in Business Administration from the University of Texas. He was awarded the CFA designation in 2005. Michael speaks fluent Spanish
Total return for Michael Simpson, CFA
Discrete calendar year performance : Michael Simpson, CFA

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
Michael Simpson, CFA -6.6 -5.3 33.6 14.9 -30.1 7.4 -0.8 -1.0 54.4 -29.8
Peer Group Composite -5.9 -5.8 33.0 6.8 -31.1 10.1 -1.7 0.9 64.1 -34.1
Over / Under -0.7 0.5 0.6 8.1 1.0 -2.7 0.9 -1.9 -9.7 4.3
Performance vs peer group composite: Michael Simpson, CFA
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
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Barings Latin America Co-managed FO Equity - Latin America since Dec 08 2011 to present
Funds managed previously
Fund Periods
Barings Latin America since Dec 01 2011 to Apr 30 2024
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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