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You are here: Manager factsheet

Mark Slater

FE fundinfo Alpha Manager
Slater Investments
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Mark Slater co-founded Slater Investments in 1994 with Ralph Baber and is Chairman and Chief Investment Officer of Slater Investments. The company manages a hedge fund, four unit trusts and portfolios for pension schemes, charities and high net worth individuals. In recent years, the company's growth and income strategies have won numerous awards for excellent performance. Mark has received top ratings from several well-known rating agencies and in 2014 was awarded Fund Manager of the Year by City A.M and more recently in 2016, was voted No 1 by TD Direct Investing in their "Best of British" Fund Managers campaign. Prior to founding Slater Investments, Mark worked as a financial journalist with Analyst plc and Investor's Chronicle. In 1992 he helped research and edit a best-selling investment book "The Zulu Principle" for his father, Jim Slater, which focuses on identifying small to medium-sized growth companies. During his career, Mark has served on the boards of four public companies in which he has been a substantial shareholder. Mark has an MA in History from Cambridge University.
Total return for Mark Slater
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 Slater

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 Slater 16.9 -3.8 25.8 -4.0 16.1 18.4 23.9 5.0 -5.5 53.2
Peer Group Composite 11.7 -3.9 14.5 6.2 4.2 4.3 24.5 15.3 -2.3 13.2
Over / Under 5.2 0.1 11.3 -10.2 11.9 14.1 -0.6 -10.3 -3.2 40.0
Performance vs peer group composite: Mark Slater
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
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Slater Recovery Lead manager IA UK All Companies since Mar 10 2003 to present
Slater Growth Lead manager IA UK All Companies since Mar 30 2005 to present
Slater Income Co-managed IA UK Equity Income since Sep 19 2011 to present
Funds managed previously
Fund Periods
MFM Bowland since Jul 12 1999 to Mar 31 2014
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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