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You are here: Manager factsheet

James de Uphaugh

FE fundinfo Alpha Manager
Majedie Asset Management Inv F, Thesis Unit Trust Mgmt Ltd, St. Jamess Place UT Group Ltd, Majedie Asset Mgt (Intrnl) Inv
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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. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
James de Uphaugh is Chairman and Chief Investment Officer of Majedie Asset Management. He is a fund manager and analyst with 31 years' investment experience in UK and international equity markets. James is responsible for co-managing both the UK Equity and UK Focus funds. He also leads Majedie's efforts in Responsible Capitalism. Before co-founding Majedie in 2002, James had been a Managing Director at Mercury Asset Management (subsequently acquired by Merrill Lynch, now BlackRock), where he was also Chairman of the UK Investment Group and Alpha Team Leader. While at Mercury, he was responsible for managing institutional portfolios with combined UK equity assets of £1.4bn. James joined Mercury Asset Management in 1988. He 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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
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 4.7 -3.1 7.2 12.4 0.4 6.0 30.8 14.6 4.0 7.6
Peer Group Composite 11.7 -4.0 14.7 6.4 4.1 3.9 24.7 15.4 -2.4 13.2
Over / Under -7.0 0.9 -7.5 6.0 -3.7 2.1 6.1 -0.8 6.4 -5.6
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
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
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
LF Majedie UK Equity Co-managed UT UK All Companies since Mar 27 2003 to present
LF Majedie UK Focus Co-managed UT UK All Companies since Sep 29 2003 to present
TM Stonehage Fleming Core UK Equity Co-managed (deputy) UT UK All Companies since Dec 31 2008 to present
SJP UK Growth Lead manager UT UK All Companies since Apr 10 2012 to present
SJP UK & General Progressive Co-managed UT UK All Companies since Oct 07 2013 to present
Majedie Asset Management UK Equity Co-managed FO Equity - UK since Mar 03 2014 to present
LF Majedie UK Smaller Companies Lead manager UT UK Smaller Companies since Jan 11 2019 to present
Funds managed previously
Fund Periods
NTMF UK Equity Plus since Aug 01 2004 to fund close
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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