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You are here: Manager factsheet

Brad Weafer
Marlborough Investment Managem, Marlborough Internatnl Mgt Ltd
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Manager profile
Brad’s career encompasses roles as Chief Investment Officer at Boston Financial Management and as an investment manager and equity research analyst. He is a Chartered Financial Analyst and has a degree in economics from the University of Vermont and a master’s degree in business from Babson College. Brad is Co-Manager of the US Multi-Cap Income Fund.
Total return for Brad Weafer
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
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Brad Weafer

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
Brad Weafer 18.2 1.6 -5.9 23.2 1.4 15.2 4.9 11.2 - -
Peer Group Composite 23.4 2.6 -6.3 32.4 0.0 9.0 3.6 12.8 - -
Over / Under -5.2 -1.0 0.4 -9.2 1.4 6.2 1.3 -1.6 - -
Performance vs peer group composite: Brad Weafer
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 8
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 8
 
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 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Marlborough US Focus Co-managed UT North America since Jul 01 2016 to present
Marlborough US Multi-Cap Income Fund Cell Co-managed FO Equity - USA since Jul 01 2016 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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