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You are here: Manager factsheet

Angel Ortiz
Apex Fundrock Ltd
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Manager profile
Angel joined Somerset in January 2021 as a Senior Analyst covering Latin America having been investing in the regions since 2005, most recently as a Portfolio Manager of the Fidelity International Latin America Fund. He graduated from Universidad Metropolitana, Venezuela, where he read Chemical Engineering. He has also completed a MBA from Kelley School of Business – Indiana University.
Total return for Angel Ortiz
Manager career performance
Discrete calendar year performance : Angel Ortiz

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
Angel Ortiz 10.0 - - - - - - - - -
Peer Group Composite 15.8 - - - - - - - - -
Over / Under -5.8 - - - - - - - - -
Performance vs peer group composite: Angel Ortiz
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
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Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
MI Polen Capital Emerging Markets Discovery Co-managed UT Global Emerging Markets since Jul 21 2023 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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