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You are here: Manager factsheet

George Loening
St. Jamess Place UT Group Ltd, Schroder Investmt Mgt(EUR)S.A.
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Manager profile
George Loening founded Select Equity in January 1990 while still studying at Columbia University from where he graduated in 1992. With the exception of a part-time position as a junior analyst at Gabelli Asset Management, George is a self taught investor and is responsible for developing the company’s investment and research engines. From inception George operated independently for almost two years before launching a US equity small- and mid-cap strategy and is now also the lead portfolio manager for a number of long-only and long/short US strategies.
Total return for George Loening
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 : George Loening

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
George Loening 19.2 -7.9 4.9 34.1 -4.2 14.1 0.9 23.8 1.5 17.7
Peer Group Composite 20.6 -3.5 7.7 38.2 -5.6 8.3 2.4 26.3 -2.7 14.3
Over / Under -1.4 -4.4 -2.8 -4.1 1.4 5.8 -1.5 -2.5 4.2 3.4
Performance vs peer group composite: George Loening
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP Global Quality Co-managed UT Global since Oct 07 2013 to present
Schroder SEG US Equity Lead manager FO Equity - USA since Jun 30 2023 to present
Funds managed previously
Fund Periods
SJP Global Growth since Nov 06 2017 to Jul 22 2022
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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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