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You are here: Manager factsheet

Alan Custis

Lazard (IRL), Lazard Fund Managers, Margetts Fund Management
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Alan Custis is a Portfolio Manager/Analyst on the UK Equity team. He began working in the investment field in 1987. Prior to joining Lazard in 2004, Alan was a member of the UK large cap team at JP MorganFleming, having worked there for five years in a variety of roles, including heading their mid cap initiative. Previously, he worked at Hill Samuel Asset Management where he was Head of Small Cap Investment and at Morgan Grenfell Securities where he was a derivatives trader. Alan has a degree with Honours in Business from Staffordshire University.
Total return for Alan Custis
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alan Custis

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
Alan Custis -2.4 7.8 14.3 2.1 7.3 6.5 22.2 1.3 11.2 16.8
Peer Group Composite -0.1 7.0 14.0 1.9 8.5 5.6 22.9 -1.0 12.9 17.7
Over / Under -2.3 0.8 0.3 0.2 -1.2 0.9 -0.7 2.3 -1.7 -0.9
Performance vs peer group composite: Alan Custis
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 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
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 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard UK Omega Equity Co-managed FO Equity - UK since Dec 15 1997 to present
Lazard UK Omega Co-managed UT UK All Companies since Feb 25 2005 to present
Lazard Managed Balanced Co-managed UT Mixed Investment 40-85% Shares since Apr 01 2005 to present
Lazard Multicap UK Income Co-managed UT UK Equity Income since Jan 01 2009 to present
Margetts AFH DA UK Alpha Co-managed UT UK All Companies since Mar 05 2018 to present
Funds managed previously
Fund Periods
Lazard UK Alpha since Mar 01 2004 to fund close
Lazard Diversified Charity CIF since Jan 01 2009 to fund close
Lazard Managed Equity since Mar 01 2009 to Jun 30 2010
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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