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You are here: Manager factsheet

Dan Whitestone
BlackRock Investment Managemen, BlackRock (Luxembourg) S.A., BlackRock, St. Jamess Place UT Group Ltd
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Manager profile
Dan Whitestone is Head of the Emerging Companies Team within the Fundamental Equity Division of BlackRock’s Portfolio Management Group. Dan is the lead portfolio manager on the Emerging Companies Strategy. Mr Whitestone's service with the firm dates to 2013. Prior to joining BlackRock, Mr Whitestone worked for UBS, where he was the head of the UK small and mid-cap sales desk and ranked the number one salesperson in the Extel Small/Mid-Cap sales ratings in 2011 and 2012. Prior to working at UBS, Mr Whitestone was at Noble and Co in 2006 as a UK small and mid-cap salesman. He began his career at Accenture, in 2003 as a strategy consultant. Mr. Whitestone earned a BA Hons degree in Combined Studies from the University of Newcastle-Upon-Tyne, majoring in Classics.
Total return for Dan Whitestone
Manager career performance
Discrete calendar year performance : Dan Whitestone

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
Dan Whitestone 18.8 -0.3 -35.5 41.7 10.8 23.7 5.0 48.0 3.4 10.2
Peer Group Composite 16.1 1.0 -18.0 39.6 -1.4 2.8 -0.4 26.5 9.5 7.6
Over / Under 2.7 -1.3 -17.5 2.1 12.2 20.9 5.4 21.5 -6.1 2.6
Performance vs peer group composite: Dan Whitestone
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 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
BlackRock Throgmorton Trust PLC Lead manager IT UK Smaller Companies since Mar 26 2015 to present
BSF Emerging Companies Absolute Return Co-managed FO Absolute Return since Oct 17 2018 to present
BlackRock UK Absolute Alpha Co-managed UT Targeted Absolute Return since Apr 01 2024 to present
BlackRock SF UK Equity Absolute Return Co-managed (deputy) FO Hedge/Stru Prod - Equity since May 31 2024 to present
SJP Global Absolute Return Co-managed UT Targeted Absolute Return since May 31 2024 to present
Funds managed previously
Fund Periods
Blackrock Institutional Equity UK Smaller Companies since Mar 26 2015 to Jul 05 2016
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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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