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You are here: Manager factsheet

Richard Watts

FE Alpha Manager
Old Mutl Glbl Investors(UK)Ltd
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FE 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 stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Richard Watts joined OMGI's UK Mid & Small Cap Team as an analyst in 2002 and was appointed deputy manager of the Old Mutual UK Select Mid Cap Fund in July 2006, assuming full responsibility in January 2009. Prior to joining OMGI he was an equity analyst at Orbis Investment Advisory for two years, before which he was a senior associate in the Investment Management division of PriceWaterhouseCoopers. Richard has a BA in Mathematical Sciences from Oxford University (1998) and is a CFA Charterholder. He is an Associate of the Institute of Investment Management & Research.
Total return for Richard Watts
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
Discrete calendar year performance : Richard Watts

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 Watts 28.4 11.7 23.8 10.2 31.9 31.5 -5.0 14.3 45.9 -
Peer Group Composite 13.7 11.9 0.7 5.9 21.5 17.1 -5.3 11.9 33.4 -
Over / Under 14.7 -0.2 23.1 4.3 10.4 14.4 0.3 2.4 12.5 -
Performance vs peer group composite: Richard Watts
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
8 years
out of a possible 9
Overall markets
Underperformed peer group composite
1 year
out of a possible 9
Rising markets
Outperformed peer group composite
7 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Old Mutual UK Mid Cap Lead manager IA UK All Companies since Dec 01 2008 to present
Old Mutual Equity 1 Lead manager IA UK All Companies since Apr 30 2010 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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