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You are here: Manager factsheet

David Stevenson

Amati Global Investors, Amati Global Investors Limited
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has underperformed the peer group more often than not. Poor stockpicking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
David Stevenson joined Amati in 2012. In 2005 he was a co-founding partner of investment boutique Cartesian Capital, which managed a range of retail and institutional UK equity funds in long only and long/short strategies. Prior to that he was Assistant Director at SVM, where he also managed equity products including the UK Opportunities small/midcap fund which was ranked top decile for the 5 year period from inception to 2005. David started his career at KPMG where he qualified as a Chartered Accountant. He latterly specialised in corporate finance, before moving into private equity with Dunedin Fund Managers. David has co-managed the TB Amati UK Smaller Companies Fund and the Amati VCTs since 2012.
Total return for David Stevenson
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Stevenson

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 Stevenson 35.3 13.3 5.3 9.7 13.0 - -7.6 8.5 12.2 -23.3
Peer Group Composite 20.5 7.8 6.1 15.5 21.6 - -4.2 11.9 11.7 -23.9
Over / Under 14.8 5.5 -0.8 -5.8 -8.6 - -3.4 -3.4 0.5 0.6
Performance vs peer group composite: David Stevenson
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 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
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 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Amati VCT 2 PLC Co-managed IT VCT AIM Quoted since Jul 01 2012 to present
Amati VCT Plc Co-managed IT VCT AIM Quoted since Jul 01 2012 to present
TB Amati UK Smaller Companies Co-managed IA UK Smaller Companies since Jul 01 2012 to present
Funds managed previously
Fund Periods
SVM UK Active plc since Apr 27 1994 to Aug 31 2005
Ignis Cartesian UK Opportunities since Dec 29 2005 to Sep 06 2011
SVM UK Opportunities since Mar 20 2000 to Nov 11 2005
SVM UK Emerging since Oct 18 2000 to Nov 11 2005
NTMF UK Equity Plus since Dec 01 2006 to fund close
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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