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You are here: Manager factsheet

Mark Davids

FE fundinfo Alpha Manager
JPMorgan Asset Mgmt (Europe) S, JP Morgan Funds (Asia) Limited, JP Morgan Asset Management UK
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Mark Davids, managing director, is a regional specialist for Asia Pacific Behavioural Finance and head of the Team with the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. In 2007, Mark relocated from London to Tokyo to head the Behavioural Finance investment desk in Japan, and subsequently relocated to Hong Kong in 2009 to expand the process into the Asia Pacific Region. Prior to this he was a senior portfolio manager for European equity team within the JPMorgan Asset Management European Equity Group. An employee since 1997, Mark was previously a pan-European investment analyst. Prior to this, he worked at the European Commission. Mark obtained a B.A. (joint Hons) in History and German from the University of Manchester and earned an M.Sc. in International Political Economy from the London School of Economics. He is also a CFA charterholder.
Total return for Mark Davids
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 : Mark Davids

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 Davids 10.9 -1.7 24.2 27.0 1.7 2.7 28.7 1.4 -3.6 18.3
Peer Group Composite 8.2 -5.5 18.6 25.3 0.3 5.5 18.8 10.0 -10.3 10.6
Over / Under 2.7 3.8 5.6 1.7 1.4 -2.8 9.9 -8.6 6.7 7.7
Performance vs peer group composite: Mark Davids
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 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
JPM Asia Pacific Equity Co-managed FO Equity - Asia Pacific ex Japan since Sep 09 2009 to present
JPMorgan SAR Asian Co-managed FO Equity - Asia Pacific ex Japan since Nov 01 2014 to present
JPM Asia Growth Co-managed UT Asia Pacific Excluding Japan since Apr 01 2015 to present
JPM Asia Growth Co-managed FO Equity - Asia Pacific ex Japan since Sep 29 2017 to present
JPMorgan Asian Smaller Companies Co-managed FO Equity - Asia Pacific ex Japan since Apr 30 2019 to present
JPM Asia Pacific Equity Co-managed UT Asia Pacific Excluding Japan since Sep 13 2019 to present
Funds managed previously
Fund Periods
JPM UK Smaller Companies since Jul 01 1987 to Sep 30 2007
JPM Europe Small Cap since Apr 18 1994 to Sep 30 2007
JPM Japan Strategic Value since Nov 30 2007 to Aug 31 2017
JPM Japan Dynamic since Feb 01 2006 to fund close
JPM Japan Behavioural Finance Equity since Dec 01 2007 to fund close
JPMorgan Smaller Companies IT plc since Jan 01 2003 to Sep 30 2007
JPM Europe Recovery since May 25 2003 to Sep 30 2007
JPM Europe Dynamic Small Cap since Jan 27 2005 to Sep 30 2007
JPM Pacific Equity since Apr 01 2015 to Sep 28 2017
JPMorgan Pacific Securities since May 27 2015 to Sep 28 2017
JPM Core Japan Behavioural Finance since Dec 01 2007 to fund close
JPM UK Dynamic since Mar 01 2007 to Sep 30 2007
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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