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You are here: Manager factsheet

Andrew Bartlett

JPMorgan Asset Mgmt (Europe) S
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Manager profile
Andrew Bartlett leads credit analysis at Ardea and provides deep insights around fair value, liquidity and repayment risk. Andrew co-founded Ardea, a boutique investment manager, in 2008 with the firm now managing $10.1bn in client assets (December 2017). Andrew’s focus at Ardea covers the entire credit risk spectrum, spanning infrastructure and public-private partnerships through to credit derivatives and Australia’s major commercial banks. Andrew is also an expert on the liquidity and credit risks posed by Australia’s State government issuers (semis). Andrew also leads Ardea’s expertise in developing innovative, outcomes-driven investment products which incorporate defensive absolute return strategies and inflation-plus objectives. Andrew represents Ardea in New Zealand and opened the firm’s office there in 2011. Prior to Ardea, Andrew was responsible for credit investment decisions at Credit Suisse Asset Management in Australia, including the firm’s Asian fixed income credit investments. Andrew gained extensive experience as a lender and investor through roles in the corporate credit divisions of Westpac and BNP. Andrew was awarded the CFA designation in 2006, and graduated with majors in Economics and Finance from Auckland University
Total return for Andrew Bartlett
Discrete calendar year performance : Andrew Bartlett

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
Andrew Bartlett 8.3 - - - - - - - - -
Peer Group Composite 7.7 - - - - - - - - -
Over / Under 0.6 - - - - - - - - -
Performance vs peer group composite: Andrew Bartlett
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
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Outperformed peer group composite
1 year
out of a possible 1
 
Overall markets
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Underperformed peer group composite
0 years
out of a possible 1
 
Rising markets
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Outperformed peer group composite
1 year
out of a possible 1
 
Falling markets
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Outperformed peer group composite
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out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Emerging Markets Investment Grade Bond Co-managed FO Fixed Int - Emerging Markets since Oct 01 2023 to present
JPM Emerging Markets Aggregate Bond Co-managed FO Fixed Int - Emerging Markets since Nov 01 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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