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You are here: Manager factsheet

Mark Rogers

Montanaro Smaller Co Plc, Montanaro Asset Management Lim
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Manager profile
Mark graduated with a degree in Banking and Finance from the University of Wales, Bangor in 1986. Since then he has spent his whole career in the asset management industry, the last 12 years managing buy side research teams. His first 4 years was with Bankers Trust Asset Management as a UK portfolio manager, running funds on behalf of UK pension clients. Then Mark joined Nomura Asset Management in 1990 where he worked for 17 years, first as a European equities portfolio manager for US Pension clients and then as Head of Research where he built up a team of 14 in-house sector analysts in London and New York. In 2007 Mark left to join Fidelity Worldwide Investments in London as Director of European Equity Research. In this role Mark helped to manage and coach the 45 strong buy side analyst team. In March 2014 Mark joined Montanaro as Head of Investments, and in 2018 he became co-Fund Manager of the Better World Fund. Mark is also a member of both the Investment and ESG Committees. Qualifications: Banking and Finance degree, University of Wales, Bangor (1986).
Total return for Mark Rogers
Discrete calendar year performance : Mark Rogers

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
Mark Rogers -0.1 -0.6 -11.0 36.9 - 4.6 11.7 11.8 - -
Peer Group Composite 11.4 2.8 -0.3 31.8 - -6.3 6.4 13.7 - -
Over / Under -11.5 -3.4 -10.7 5.1 - 10.9 5.3 -1.9 - -
Performance vs peer group composite: Mark Rogers
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
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Montanaro Better World Lead manager FO Equity - Ethical since Oct 01 2018 to present
WS Montanaro Better World Lead manager UT Global since Jan 31 2020 to present
Montanaro European Focus Co-managed (deputy) FO Equity - Europe inc UK since Mar 01 2020 to present
Funds managed previously
Fund Periods
Montanaro European Focus since Jul 31 2016 to Feb 28 2019
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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