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You are here: Manager factsheet

Storm Uru
Liontrust
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Manager profile
Storm co-manages the Liontrust Global Dividend and Liontrust Global Innovation funds with James Dowey. They have jointly developed the Global Innovation approach to the Global Equity investment process. Storm joined Liontrust as part of the acquisition of Neptune Investment Management in October 2019, having joined Neptune Investment Management in 2014. Prior to this, he graduated with an MBS in International Business from Massey University in 2011 and an MBA in Finance at the University of Oxford in 2014
Total return for Storm Uru
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
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Storm Uru

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
Storm Uru 33.3 -4.1 3.4 - - - - - - -
Peer Group Composite 21.7 0.0 9.4 - - 3.6 - - - -
Over / Under 11.6 -4.1 -6.0 - - - - - - -
Performance vs peer group composite: Storm Uru
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
1 year
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Global Dividend Co-managed UT Global Equity Income since Aug 31 2017 to present
Liontrust Global Innovation Co-managed UT Global since Feb 01 2021 to present
Liontrust Global Technology Co-managed UT Technology & Technology Innovation since Feb 08 2023 to present
Funds managed previously
Fund Periods
Neptune Quarterly Income since Nov 29 2017 to Apr 01 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Group The undervalued region where Liontrust, L&G and Invesco are all placing their bets By Emma Wallis  11-Apr-2024
Sector Mid Wynd’s new managers: These companies ‘break economics’ By Matteo Anelli  10-Apr-2024
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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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