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You are here: Manager factsheet

Barry Norris

Valu-Trac Investment Managemen
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Manager profile
Barry Norris founded Argonaut in 2005 and manages the VT Argonaut Absolute Return Fund using his “earnings surprise” investment process. Barry began managing money in 2002 at Neptune, having begun his career at Baillie Gifford. He was educated at Cambridge University and has an MA in History, and an MPhil in International Relations. He also holds the CFA charter.
Total return for Barry Norris
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
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Barry Norris

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
Barry Norris 6.9 6.4 2.0 4.6 -13.5 17.4 -7.3 7.4 7.5 33.2
Peer Group Composite -5.0 11.3 7.7 7.8 -5.3 16.3 6.8 3.5 3.6 19.4
Over / Under 11.9 -4.9 -5.7 -3.2 -8.2 1.1 -14.1 3.9 3.9 13.8
Performance vs peer group composite: Barry Norris
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
VT Argonaut European Alpha Lead manager UT Europe Excluding UK since May 12 2005 to present
VT Argonaut Absolute Return Lead manager UT Targeted Absolute Return since Feb 18 2009 to present
VT Argonaut Equity Income Lead manager UT Europe Excluding UK since Feb 10 2020 to present
Funds managed previously
Fund Periods
Argonaut Pan European Alpha since Dec 16 2005 to fund close
VT Argonaut Equity Income since Dec 30 2016 to Feb 09 2020
Liontrust European Opportunities since Nov 29 2002 to May 05 2005
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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