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You are here: Manager factsheet

Dr. Paul Jourdan

Amati Global Investors Limited, Amati Global Investors
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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 tended to be relatively better in a falling market.
Manager profile
Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He currently serves as a Director of Sistema Scotland and Clean Trade, both of which are UK registered charities.
Total return for Dr. Paul Jourdan
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
 
 
 
 
 
8-44m
 
 
 
 
 
 
 
 
 
20-56m
 
 
 
 
 
 
 
 
 
32-68m
 
 
 
 
 
 
 
 
 
44-80m
 
 
 
 
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Dr. Paul Jourdan

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. Paul Jourdan -0.8 -7.4 33.8 33.4 -0.1 -4.3 16.7 5.4 -0.4 13.9
Peer Group Composite -4.8 -6.8 18.4 24.9 -0.7 3.8 25.1 18.4 -5.0 14.4
Over / Under 4.0 -0.6 15.4 8.5 0.6 -8.1 -8.4 -13.0 4.6 -0.5
Performance vs peer group composite: Dr. Paul Jourdan
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
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
TB Amati UK Smaller Companies Co-managed IA UK Smaller Companies since Sep 01 2000 to present
Amati Aim VCT Plc Co-managed IT VCT AIM Quoted since Mar 25 2010 to present
Funds managed previously
Fund Periods
Amati VCT Plc since Mar 24 2005 to fund close
First State British Smaller Companies since Sep 01 2000 to fund close
Victory VCT PLC since Mar 25 2010 to fund close
First State British Opportunities since Aug 01 2005 to Jan 31 2006
First State Balanced since Aug 01 2005 to Jan 31 2006
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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