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You are here: Manager factsheet

Dr. Niall O'Connor

Brooks Macdonald Asset Managem
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Manager profile
Niall joined the Defensive Capital Fund management team in November 2016. He has over 20 years’ of investment experience, previously holding senior investment management roles in both asset management and investment banking. Niall was a senior member of the highly ranked equities team at Credit Suisse Securities, as well as Equity Analyst at Nevsky Capital, a long/short hedge fund. Niall also led the development of a range of complex derivative pricing and risk models for Independent Risk Monitoring, overseeing the analytical team and ultimately being appointed the Chief Operating Officer (COO). As COO he reviewed hedge fund trades and portfolios and ensured their conformity with UCITS risk and compliance regulations. He has also built and led teams at J.P. Morgan and Credit Suisse. Niall has a PhD in Theoretical Physics and an MA and BA in Physics, all from Cambridge University
Total return for Dr. Niall O'Connor
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Dr. Niall O'Connor

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
Dr. Niall O'Connor 5.4 -7.9 9.6 26.6 -13.1 1.7 -0.5 - - -
Peer Group Composite 5.8 -0.9 1.6 10.9 -4.0 -0.7 1.2 - - -
Over / Under -0.4 -7.0 8.0 15.7 -9.1 2.4 -1.7 - - -
Performance vs peer group composite: Dr. Niall O'Connor
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
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
SVS Brooks Macdonald Defensive Capital Lead manager IA Targeted Absolute Return since Oct 01 2019 to present
Funds managed previously
Fund Periods
SVS Brooks Macdonald Defensive Capital since Mar 01 2017 to Oct 15 2019
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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