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You are here: Manager factsheet

James de Uphaugh

FE fundinfo Alpha Manager
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Manager profile
James de Uphaugh is Head of the Liontrust Global Fundamental team. James joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he was Chairman and Chief Investment Officer and responsible for co-managing the UK Equity Fund and managing the Edinburgh Investment Trust. Before co-founding Majedie in 2002, James had been a Managing Director at Mercury Asset Management (subsequently acquired by Merrill Lynch, now BlackRock) from 1988, where he was also Chairman of the UK Investment Group and Alpha Team Leader. James holds a Master of Arts degree in Economics from Jesus College, Cambridge. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.
Total return for James de Uphaugh
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
Discrete calendar year performance : James de Uphaugh

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
James de Uphaugh 4.9 -2.3 16.7 -6.4 5.0 -2.8 7.6 12.6 0.6 6.8
Peer Group Composite 0.4 -2.7 17.2 -6.5 11.6 -4.0 14.6 6.3 4.1 3.9
Over / Under 4.5 0.4 -0.5 0.1 -6.6 1.2 -7.0 6.3 -3.5 2.9
Performance vs peer group composite: James de Uphaugh
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
Outperformed peer group composite
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 7
Falling markets
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Edinburgh Investment Tst plc Co-managed IT UK Equity Income since Mar 04 2020 to present
Funds managed previously
Fund Periods
Liontrust UK Equity since Mar 27 2003 to Nov 01 2023
Liontrust UK Focus since Sep 29 2003 to Feb 29 2020
TM Stonehage Fleming Core UK Equity since Dec 31 2008 to fund close
Liontrust GF UK Equity since Mar 03 2014 to Nov 01 2023
SJP UK Growth since Apr 10 2012 to Jul 09 2021
SJP UK since Oct 07 2013 to Jun 30 2021
NTMF UK Equity Plus since Aug 01 2004 to fund close
Liontrust Institutional UK Small Cap since Jan 11 2019 to Dec 30 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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