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You are here: Manager factsheet

Rory Stokes

Janus Henderson Global Investo, Henderson Management SA
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Manager profile
Rory Stokes is a Portfolio Manager of European equities at Janus Henderson Investors, a position he has held since 2015. Rory joined Henderson in 2013 as a European equity analyst. He worked for Liberum Capital Limited in small- and mid-cap equity sales from 2007 and prior to that held several roles at Credit Suisse. He began his career at HOLT Value Associates as a research analyst in 2001.Rory graduated with a degree in philosophy, politics, and economics from Oxford University. He holds the Chartered Financial Analyst designation and is FCA registered. He has 21 years of financial industry experience.
Total return for Rory Stokes
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
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
68-104m
 
 
 
 
 
 
 
 
 
80-116m
 
 
 
 
 
 
 
 
 
92-128m
 
 
 
 
 
 
 
 
 
104-140m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Rory Stokes

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
Rory Stokes 9.5 11.4 -19.1 50.7 -2.5 -1.6 5.6 45.1 4.0 -
Peer Group Composite 6.6 8.3 -20.4 36.4 -1.1 -1.9 8.3 33.5 6.5 -
Over / Under 2.9 3.1 1.3 14.3 -1.4 0.3 -2.7 11.6 -2.5 -
Performance vs peer group composite: Rory Stokes
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 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Janus Henderson European Smaller Companies Co-managed UT European Smaller Companies since Jul 31 2015 to present
Janus Henderson Horizon Pan European Smaller Companies Co-managed FO Equity - Small Cap Europe since Aug 01 2015 to present
Janus Henderson Pan European Small and Mid-Cap Co-managed FO Equity - Small Cap Europe since Aug 01 2015 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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