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You are here: Manager factsheet

Adrian Brass
Three Rock Capital Management, Artemis Fund Managers Limited
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Manager profile
Adrian manages Artemis’ ‘US Extended Alpha’ long/short strategy alongside co-managers James Dudgeon and William Warren. He was the lead manager of Majedie Asset Management's US Equity fund and co-manager of its Global Equity and Global Focus funds from 2014. Prior to Majedie, Adrian was a fund manager at Fidelity, managing US equity funds including its America fund, for six years. He holds a bachelor of science degree in economics and politics from the University of Bristol and is a CFA charterholder. Adrian joined Artemis in 2022.
Total return for Adrian Brass
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Adrian Brass

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
Adrian Brass 31.2 8.7 -3.0 - 5.6 4.8 5.2 11.9 18.9 8.7
Peer Group Composite 29.7 6.2 -5.7 17.8 13.4 12.1 4.4 13.9 19.5 3.9
Over / Under 1.5 2.5 2.7 - -7.8 -7.3 0.8 -2.0 -0.6 4.8
Performance vs peer group composite: Adrian Brass
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Artemis US Extended Alpha Lead manager FO Equity - USA since Jan 01 2022 to present
Artemis Funds (Lux) - US Extended Alpha Co-managed FO Equity - USA since Sep 01 2022 to present
Artemis US Extended Alpha Co-managed UT North America since Sep 01 2022 to present
Funds managed previously
Fund Periods
Liontrust Global Equity since Jun 30 2014 to Mar 31 2022
Liontrust Global Focus since Jun 30 2014 to Mar 31 2022
Liontrust GF US Equity since Jun 26 2014 to Dec 31 2020
Fidelity America Earnings Growth since Jan 01 2008 to Jun 29 2014
Fidelity America since Jan 01 2008 to May 31 2014
Ninety One Global Equity since Jan 01 2000 to Nov 30 2005
Ninety One Global Dynamic since Jan 01 2000 to Oct 31 2005
Fidelity American Special Situations since Mar 16 2009 to Dec 20 2012
Fidelity Sustainable Consumer Brands since Apr 01 2006 to Dec 31 2007
Ninety One Global Sustainable Equity since Sep 01 2004 to Nov 30 2005
Fidelity FAST US since Jun 25 2013 to May 31 2014
Fidelity Sustainable Consumer Brands since Jan 01 2006 to Mar 31 2006
Fidelity American since Dec 21 2012 to Jan 31 2013
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Don’t fall for small-cap myths By William Tamworth  19-Dec-2024
Group Invesco Perpetual UK Smaller Companies changes manager to Artemis By Emma Wallis  19-Dec-2024
Group The best UK stock-pickers this year By Emma Wallis  19-Dec-2024
Sector Why investing for income and growth delivers By BlackRock  18-Dec-2024
Sector The gloves are off: Saba reveals its hand By Emma Wallis  18-Dec-2024
Fund Books for your Christmas wish list: What Artemis’ fund managers are reading By Anthony Luzio  17-Dec-2024
Group What star UK equity managers are expecting from 2025 By Gary Jackson  16-Dec-2024
Sector Scottish Mortgage, Finsbury Growth & Income and other trusts with catalysts By Emma Wallis  10-Dec-2024
Group Fund in 5ive: Artemis Short-Duration Strategic Bond By Artemis Fund Managers  06-Dec-2024
Group Funds for optimistic investors to tap into rising equity markets By Emma Wallis  05-Dec-2024
Group Bond duration: Short can be sweet By Liam O’Donnell  04-Dec-2024
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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