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You are here: Manager factsheet

Charalee Hoelzl
Seilern Investment Management
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Manager profile
Chara is a Research Analyst and Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the investment team, she is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. Chara joined SIM in early 2022, having previously worked as an Investment Manager at Ruffer where she supported the flagship, multi-asset international fund and managed portfolios for institutional clients. She graduated from James Cook University, Australia, with a dual degree in Business and Law with first class honours (BBus and LLB (Hons)) and is a CFA Charterholder.
Total return for Charalee Hoelzl
Manager career performance
Discrete calendar year performance : Charalee Hoelzl

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
Charalee Hoelzl -5.0 - - - - - - - - -
Peer Group Composite 3.3 - - - - - - - - -
Over / Under -8.3 - - - - - - - - -
Performance vs peer group composite: Charalee Hoelzl
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
0 years
out of a possible 1
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 1
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Seilern America Co-managed (deputy) FO Equity - North America since Jun 30 2024 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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