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You are here: Manager factsheet

Ken Wotton

Gresham House Asset Management, Link Fund Solutions Ltd
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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 not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Ken joined Gresham House in November 2018, having previously spent 11 years with Livingbridge leading the Equity Funds investment team managing AIM and other listed investments on behalf of the Baronsmead VCTs, LF Gresham House UK Micro Cap Fund, and LF Gresham House UK Multi Cap Income Fund. He graduated from Oxford before qualifying as a Chartered Accountant with KPMG. He then moved into equity research with Commerzbank and then Evolution Securities where He built a sector expertise in telecoms and technology and knowledge of large and small listed companies and corporate transactions.
Total return for Ken Wotton
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 : Ken Wotton

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
Ken Wotton 6.7 4.3 19.1 2.5 11.2 2.3 15.9 11.5 0.7 9.5
Peer Group Composite 8.4 -1.2 14.4 6.0 7.2 6.8 8.1 2.2 4.8 13.2
Over / Under -1.7 5.5 4.7 -3.5 4.0 -4.5 7.8 9.3 -4.1 -3.7
Performance vs peer group composite: Ken Wotton
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 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baronsmead Second Venture Trust Plc Co-managed IT VCT Generalist since Feb 26 2007 to present
Baronsmead Venture Trust PLC Co-managed IT VCT Generalist since Feb 26 2007 to present
LF Gresham House UK Micro Cap Lead manager IA UK Smaller Companies since May 19 2009 to present
LF Gresham House UK Multi Cap Income Lead manager IA UK Equity Income since Jun 30 2017 to present
Funds managed previously
Fund Periods
Baronsmead VCT 5 since Feb 26 2007 to fund close
Baronsmead VCT 4 since Feb 26 2007 to fund close
Baronsmead VCT plc since Feb 26 2007 to Feb 08 2016
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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