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You are here: Manager factsheet

Adam Rackley

Valu-Trac Investment Managemen, Evelyn Partners Fund Solutions
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Manager profile
Adam joined Dowgate Wealth in October 2023 to help build the fund management franchise. After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund. Leaving the City in 2010, he taught the CFA qualification at BPP, and later founded Curzon Financial Training where he created and delivered buy-side focused training programmes. In 2013, he moved to Mumbai where he managed outsourced equity research teams for Franklin Templeton and Neuberger Berman. Upon returning to London in 2015 he founded Cape Wrath Capital, a UK equity boutique with a deep value investment philosophy. He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law, is a CFA Charterholder, and has served as a platoon commander with the 1st Battalion Black Watch.
Total return for Adam Rackley
Discrete calendar year performance : Adam Rackley

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
Adam Rackley 5.9 -4.0 5.4 91.7 -35.1 13.5 -15.7 - - -
Peer Group Composite 7.5 -1.5 5.7 36.9 -19.0 3.2 2.6 - - -
Over / Under -1.6 -2.5 -0.3 54.8 -16.1 10.3 -18.3 - - -
Performance vs peer group composite: Adam Rackley
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
Outperformed peer group composite
2 years
out of a possible 7
Overall markets
Underperformed peer group composite
5 years
out of a possible 7
Rising markets
Outperformed peer group composite
2 years
out of a possible 5
Falling markets
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Cape Wrath Focus Lead manager IA UK All Companies since Oct 03 2016 to present
SVS Dowgate Wealth UK New Economies Lead manager IA UK All Companies since Oct 23 2023 to present
Funds managed previously
Fund Periods
Montanaro UK Income since Apr 23 2010 to Jul 25 2010
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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