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You are here: Manager factsheet

Chad Clark

St. Jamess Place UT Group Ltd
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Manager profile
Chad Clark joined Select Equity in August 2010 and is the lead portfolio manager for both long-only and long/short global equity strategies. Prior to joining Select Equity, he previously spent 14 years at Harris Associates where he was a partner and co-managed the Oakmark International small-cap fund. Chad is a Chartered Financial Analyst and received a B.S. from Carnegie Mellon University in Pittsburgh.
Total return for Chad Clark
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
Discrete calendar year performance : Chad Clark

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
Chad Clark 11.5 -1.7 -4.9 18.6 8.7 8.6 6.6 27.2 2.7 14.4
Peer Group Composite 15.0 2.4 -0.7 23.6 7.0 2.4 7.8 28.3 -2.8 13.4
Over / Under -3.5 -4.1 -4.2 -5.0 1.7 6.2 -1.2 -1.1 5.5 1.0
Performance vs peer group composite: Chad Clark
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
Outperformed peer group composite
4 years
out of a possible 10
Overall markets
Underperformed peer group composite
6 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP Global Quality Co-managed UT Global since Oct 07 2013 to present
Funds managed previously
Fund Periods
SJP Global Growth since Nov 06 2017 to Jul 22 2022
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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