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You are here: Manager factsheet

David Lynch

Investec Fund Managers (UK)
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a fairly lengthy track record, the manager has under-performed the peer group more often than not. Poor stock picking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
David is a portfolio manager in the Value team at Investec Asset Management. Since October 2013, he assumed co-portfolio management of the Global Contrarian and American Equity strategies. David joined Investec Asset Management in 2004 as an analyst in the Value team. Prior to this he was an investment analyst for Douglas Deakin Young, where he worked for three years. From 1999 to 2001 David spent two years working as an assistant portfolio manager at Marathon Asset Management. David graduated from Trinity College Dublin in 1995 with a Masters degree in Economics and Political Science. He holds the Securities Institute Diploma and is a CFA Charterholder.
Total return for David Lynch
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Lynch

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
David Lynch -1.0 0.3 14.6 3.0 3.5 10.7 - - - -
Peer Group Composite -0.3 2.7 9.8 12.5 2.3 11.9 - - - -
Over / Under -0.7 -2.4 4.8 -9.5 1.2 -1.2 - - - -
Performance vs peer group composite: David Lynch
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
2 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec UK Total Return Co-managed UT Specialist since Feb 01 2014 to present
Funds managed previously
Fund Periods
Investec Global Special Situations since Oct 01 2013 to Dec 31 2015
Investec Global Value Equity since Oct 01 2013 to Dec 31 2015
Investec American Franchise since Oct 01 2013 to Jul 01 2015
Investec American Franchise since Oct 01 2013 to Jul 01 2015
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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