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You are here: Manager factsheet

Eustace Santa Barbara

 FE fundinfo Alpha Manager
Marlborough Investment Managem
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Manager profile
Eustace, a graduate of Harvard University, joined the investment team from Close Brothers in December 2013. He has worked as both an analyst and fund manager and has over 19 years’ experience on the buy side. Working with Guy Feld, Eustace co-manages Special Situations, UK Micro-Cap Growth and Nano-Cap Growth.
Total return for Eustace Santa Barbara
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Eustace Santa Barbara

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
Eustace Santa Barbara 13.0 -8.5 -35.4 45.8 6.4 1.6 -5.1 32.0 7.6 18.1
Peer Group Composite 18.1 0.2 -19.3 39.0 -16.4 6.2 -4.0 14.1 8.0 5.8
Over / Under -5.1 -8.7 -16.1 6.8 22.8 -4.6 -1.1 17.9 -0.4 12.3
Performance vs peer group composite: Eustace Santa Barbara
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
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Marlborough Special Situations Co-managed UT UK All Companies since Sep 01 2014 to present
IFSL Marlborough Nano-Cap Growth Co-managed UT UK Smaller Companies since Jan 01 2021 to present
IFSL Marlborough UK Micro-Cap Growth Co-managed UT UK Smaller Companies since Jan 01 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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