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You are here: Manager factsheet

James de Uphaugh

 FE fundinfo Alpha Manager
Liontrust, Liontrust Global Funds plc
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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
Manager career performance
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
 
 
 
 
 
43-79m
 
 
 
 
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
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 3.8 0.3 26.1 -11.5 -8.7 4.5 23.4 -7.3 9.6 15.6
Peer Group Composite -1.1 -0.6 29.1 -10.8 -4.6 6.3 21.5 -6.4 10.0 11.0
Over / Under 4.9 0.9 -3.0 -0.7 -4.1 -1.8 1.9 -0.9 -0.4 4.6
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
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust UK Equity Co-managed IA UK All Companies since Mar 27 2003 to present
Liontrust GF UK Equity Co-managed IA UK All Companies since Mar 03 2014 to present
Edinburgh Investment Tst plc Co-managed IT UK Equity Income since Mar 04 2020 to present
Funds managed previously
Fund Periods
Liontrust UK Focus since Sep 29 2003 to Feb 29 2020
TM Stonehage Fleming Core UK Equity since Dec 31 2008 to fund close
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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund Liontrust’s de Uphaugh: ESG is not a static thing By Matteo Anelli  02-Jun-2023
Sector Why UK investors should have a home bias By Jean-Baptiste Andrieux  30-May-2023
Group Hargreaves keeps Liontrust fund on Wealth List after manager exit but admits lower conviction By Tom Aylott  25-May-2023
Sector Finsbury Growth and Income holders will be rewarded for their patience, says Nick Train By Tom Aylott  11-May-2023
Sector The best-performing Dividend Hero in the IT UK Equity Income sector By The Trustnet Team  09-May-2023
Sector JPMorgan Claverhouse’s Abbot: Inflation and rates will be higher for longer By Jean-Baptiste Andrieux  05-May-2023
Group The UK funds delivering the highest returns for the lowest risk By Tom Aylott  05-May-2023
Group Active funds fall behind passives in 2023 rally By Gary Jackson  03-May-2023
Sector Merchants or City of London: Is it worth owning both – or can you make do with one? By Jean-Baptiste Andrieux  03-May-2023
Sector Three options to hold alongside Merchants Trust By Jean-Baptiste Andrieux  27-Apr-2023
Group The 0.1%: The only six funds holding FE fundinfo’s strongest ratings By Gary Jackson  25-Apr-2023
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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