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You are here: Manager factsheet

Mark Conrad
Algebris (UK) Limited
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Manager profile
Mark joined Algebris at the initiation of the firm in 2006. Mark is responsible for managing the various equity portfolios at Algebris, including the Long Only Global Financials fund and the Financial Income Fund. He also covers North America and Latin America for the Financials team. Prior to joining Algebris, Mark worked at Wellington Management in Boston (2000-2006) where he was responsible for research on global life insurance and international bank equities. Mark is a CFA charter holder and holds a BA, magna cum laude, in History and Political Science from Williams College. He is a member of the board of trustees and chair of the Finance Committee at Kingswood-Oxford School in Connecticut.
Total return for Mark Conrad
Manager career performance
Discrete calendar year performance : Mark Conrad

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
Mark Conrad 19.2 26.3 10.1 -1.5 58.2 -12.8 -9.4 11.4 27.6 -3.7
Peer Group Composite 1.8 9.3 0.8 -0.5 18.9 -1.7 3.1 2.1 14.4 -0.9
Over / Under 17.4 17.0 9.3 -1.0 39.3 -11.1 -12.5 9.3 13.2 -2.8
Performance vs peer group composite: Mark Conrad
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Algebris Financial Income Lead manager FO Mixed Asset - Flexible since Aug 13 2013 to present
Algebris Financial Equity Lead manager FO Equity - International since Sep 01 2020 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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