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You are here: Manager factsheet

Marc Schartz

Janus Henderson Global Investo, Henderson Management SA
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Manager profile
Marc Schartz is a Portfolio Manager of European equities at Janus Henderson Investors, a position he has held since 2017. Mr. Schartz joined Henderson in 2016 as an analyst. Prior to Henderson, he was with GO Investment Partners, where he was involved in the active management of a concentrated portfolio in the European small- and mid-cap space. Before that, he was on the investment team of Fortis Private Bank Luxembourg. Mr. Schartz received an MSc in banking and international finance from City, University of London, Cass Business School. He holds the Chartered Financial Analyst designation and has 17 years of financial industry experience.
Total return for Marc Schartz
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Marc Schartz

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
Marc Schartz 16.9 3.5 0.6 23.0 2.0 -5.3 0.3 - - -
Peer Group Composite 14.2 5.3 -3.6 28.0 3.3 -3.3 1.0 - - -
Over / Under 2.7 -1.8 4.2 -5.0 -1.3 -2.0 -0.7 - - -
Performance vs peer group composite: Marc Schartz
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
2 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Janus Henderson European Mid and Large Cap Lead manager IA Europe Excluding UK since Dec 01 2017 to present
Janus Henderson Pan European Mid and Large Cap Lead manager FO Equity - Europe inc UK since Dec 01 2017 to present
Janus Henderson European Focus Co-managed IA Europe Excluding UK since Feb 01 2024 to present
Funds managed previously
Fund Periods
Janus Henderson Horizon Pan European Equity since Aug 01 2022 to Dec 07 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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