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You are here: Manager factsheet

Richard De Lisle

Valu-Trac Investment Managemen
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Manager profile
Richard has been investing in stock markets since 1970, aged 13, and in the US market since 1980. He read Economics at Emmanuel College, Cambridge from 1976 until 1979 where he pooled his friends' grant cheques to collectively invest in the UK market. This enthusiasm for stock markets withered earlier interests in chess and bridge. Richard then travelled round America and entered the City as a US equity salesman for Merrill Lynch. In 1984, he moved to Dean Witter, where he was one of the leading US equity brokers of the 1980s. In 1991 he became managing director of Dean Witter’s six international offices. When Dean Witter merged with Morgan Stanley in 1997, he realised the opportunity to transfer to fund management, taking with him a dollar-based scholarship fund to Harvard University for Emmanuel College. He continues to manage this scholarship fund to the present day and in November 2004 was elected Bye-Fellow of the college. Some of the grant cheque investors of the 1970s are investors in the De Lisle Fund today.
Total return for Richard De Lisle
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
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Richard De Lisle

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
Richard De Lisle 1.9 40.5 10.5 8.0 -8.1 14.8 47.7 9.3 7.1 38.4
Peer Group Composite -6.2 25.8 14.7 13.8 10.2 11.7 26.7 6.8 18.2 27.5
Over / Under 8.1 14.7 -4.2 -5.8 -18.3 3.1 21.0 2.5 -11.1 10.9
Performance vs peer group composite: Richard De Lisle
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 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT De Lisle America Lead manager IA North America since Jul 27 2010 to present
Funds managed previously
Fund Periods
No previously managed funds
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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