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You are here: Manager factsheet

Rory Campbell-Lamerton

Church House Investment Mgmt
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Manager profile
Rory joined Church House in 2012 and began as an analyst on the Church House Tenax Absolute Return Strategies Fund under James Mahon and Jeremy Wharton. He sits on the investment committee and has been running UK and global equities since 2017.
Total return for Rory Campbell-Lamerton
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Rory Campbell-Lamerton

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
Rory Campbell-Lamerton 18.8 2.0 -18.4 36.6 -8.7 5.5 0.2 - - -
Peer Group Composite 20.5 0.4 -17.8 42.2 -11.7 6.8 -5.0 - - -
Over / Under -1.7 1.6 -0.6 -5.6 3.0 -1.3 5.2 - - -
Performance vs peer group composite: Rory Campbell-Lamerton
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
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Church House UK Equity Growth Co-managed UT UK All Companies since Dec 31 2017 to present
IFSL Church House UK Smaller Companies Co-managed UT UK Smaller Companies since Feb 28 2020 to present
IFSL Church House Esk Global Equity Co-managed UT Global since Mar 31 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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