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You are here: Manager factsheet

Dr. Paul Jourdan

Waystone Fund Services (UK) Li, Amati Global Investors
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Manager profile
Dr Paul Jourdan is an award-winning fund manager, with a strong track record in small cap investment. He co-founded Amati Global Investors Limited (‘Amati’) 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 market and global equities. In 2000 Stewart Ivory was taken over by First State and Paul became manager of what is now the TB Amati UK Smaller Companies Fund. In early 2005 he launched what became Amati VCT plc and he also commenced the management of Amati VCT 2 plc following the award of the investment management contract to Amati in 2010. In May 2018 Amati VCT plc merged with Amati VCT 2 plc which was then renamed Amati AIM VCT plc. In September 2014 Amati launched the Amati AIM IHT Portfolio Service, which Paul co-manages with David Stevenson and Anna Macdonald. Prior to 1998 Paul worked as a professional violinist, including a four year period with the City of Birmingham Symphony Orchestra. He is CEO of Amati Global Investors Ltd and also a founding trustee of Clean Trade, a charity registered in England and Wales.
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
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 -17.1 -19.3 3.6 71.5 -12.6 -4.6 28.9 18.9 8.0 -8.5
Peer Group Composite -2.1 -14.7 10.9 67.6 -17.7 -3.4 16.2 15.4 6.1 0.9
Over / Under -15.0 -4.6 -7.3 3.9 5.1 -1.2 12.7 3.5 1.9 -9.4
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
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Amati UK Listed 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
WS Amati Strategic Metals Co-managed IA Commodity/Natural Resources since Mar 01 2021 to present
Funds managed previously
Fund Periods
Amati VCT Plc since Mar 24 2005 to fund close
First Sentier British Smaller Companies since Sep 01 2000 to fund close
First Sentier British Opportunities since Aug 01 2005 to Jan 31 2006
First Sentier 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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