Matthew Benkendorf

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Matthew Benkendorf
Vontobel Asset Management S.A.
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Manager profile

Matthew Benkendorf has been Chief Investment Officer of Vontobel’s Quality Growth Boutique since March 2016 and was a co-architect of Vontobel’s quality growth philosophy and style. He joined Vontobel Asset Management in 1999 in trade support and was promoted to Trader in 2000. He became a Research Analyst in 2002 and moved into portfolio management in 2006 on the firm’s European Equity strategy. Since 2008, he has further developed his responsibilities and, in turn, became Portfolio Manager on the Global, US, International, and Emerging Markets Equity strategies. He has been instrumental in the development of the boutique’s investment approach across the Vontobel Quality Growth strategies. Matthew Benkendorf received a Bachelor of Science in Business Administration in Finance from the University of Denver in Colorado.

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Matthew Benkendorf is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 22.7 years

+6.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Matthew Benkendorf	-0.3	11.4	30.3	64.0	151.2
Peer Group Composite	1.4	21.6	36.2	75.9	146.8
Over / Under	-1.7	-10.2	-5.9	-11.9	4.4

Total return for Matthew Benkendorf

Discrete calendar year performance : Matthew Benkendorf

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Matthew Benkendorf	-0.3	-3.2	15.4	2.7	13.7	8.1	16.5	30.4	10.4	6.1
Peer Group Composite	1.4	-5.2	26.4	5.6	5.6	9.5	17.9	22.8	3.1	10.9
Over / Under	-1.7	2.0	-11.0	-2.9	8.1	-1.4	-1.4	7.6	7.3	-4.8

Performance vs peer group composite: Matthew Benkendorf

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

Outperformed peer group composite

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 9

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Vontobel US Equity	Lead manager	FO Equity - USA	since Apr 02 2013 to present
Vontobel Emerging Markets Equity	Co-managed	FO Equity - Emerging Markets	since Mar 07 2016 to present
Vontobel Global Equity	Co-managed	FO Equity - Ethical	since Mar 07 2016 to present

Funds managed previously

Fund	Periods

Vontobel Asia ex Japan	since Jan 01 2001 to Jan 31 2011
Vontobel Global Equity	since Aug 06 2008 to Dec 31 2014
Vontobel European Equity	since Apr 02 2013 to Dec 31 2014
Vontobel Global Equity Income	since Mar 07 2016 to Dec 29 2016