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Manager factsheet
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Manager profile
David 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 small/midcap UK Opportunities Fund. 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 AIM VCT since 2012, and the Amati AIM IHT Portfolio Service since 2014.
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Annualised total return over 25.6 years |
+3.5% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| David Stevenson |
-5.6 |
-19.0 |
-46.6 |
-19.2 |
26.2 |
Peer Group Composite
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3.3 |
-6.1 |
-30.5 |
-0.2 |
32.7 |
| Over / Under |
-8.9 |
-12.9 |
-16.1 |
-19.0 |
-6.5 |
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Total return for David Stevenson
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Discrete calendar year performance : David Stevenson
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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