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You are here: Manager factsheet

David Levanson
Sands Capital Management LLC, St. Jamess Place UT Group Ltd
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Manager profile
David Levanson, CFA, has 30 years’ industry experience, starting his career in 1990 as a research analyst at The Capital Management Group and moving to Sands Capital for the first time in 1992. David joined State Street in 1996 and MFS Investment Management in 1999 before rejoining Sands Capital in 2002 as Senior Research Analyst and Senior Portfolio Manager. He has a BS in Finance from the University of Florida and an MBA from the University of Virginia.
Total return for David Levanson
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Levanson

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
David Levanson 24.2 -12.0 -4.3 43.3 -5.6 11.8 8.2 32.7 -4.4 17.7
Peer Group Composite 16.1 -2.2 6.8 36.5 -7.9 8.1 0.6 26.1 -1.4 14.2
Over / Under 8.1 -9.8 -11.1 6.8 2.3 3.7 7.6 6.6 -3.0 3.5
Performance vs peer group composite: David Levanson
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 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
Sands Capital Global Growth Fund Co-managed FO Equity - International since Jun 30 2010 to present
SJP Global Growth Co-managed UT Global since Nov 06 2017 to present
Funds managed previously
Fund Periods
SJP Global Equity since Sep 12 2011 to Nov 21 2021
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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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